Bonds Analysis & Opinion

Stabilizing UST yields month to date gives investors more confidence in shorting the USD, but growth downgrades on covid-related setbacks in EM could slow this move. The USD sell-off itself is...

Click on and expand the above iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) chart and you’ll see the ETF holding weekly support. If readers would then look at the bottom third of the chart,...

A US economy littered with super-buoyant readings would typically place upward pressure on market rates. That is clearly not what is happening right now. The question is why? The Fed at zero and bond...

We blame the bond rally on geopolitical tensions, and on post-supply relief. It looks set to continue but deeply negative real rates lessen the pressure on the ECB to deliver a dovish message next...

Retail Sales are projected to surge  Stimulus check, better weather and return of Texas could mean 10% rise Bonds remain nonplussed Lower bond yields should keep the risk-on trade...

Everyone agrees investors will be paying close attention to the March consumer price index release from the U.S. Labor Department today [Tuesday]. What analysts don’t agree on—because they...

Over the past several days, buying interest has resumed in US 10-year T-Notes, after it fell below its long-term uptrend channel median, as shown on the following monthly chart.Major resistance lies...

Does a 1.7% US Treasury yield look right after Friday's payrolls report?This is a boom period for the US economy. Granted, it is all about emerging from a hole of Covid-19 induced despair, but it will...

'Inflationista' arguments are well known But what if price pressures are a function of supply chain? Wage increases and credit growth have been weak Treasury auctions will be...

Investors paused in driving US Treasury yields higher as repeated remarks by Federal Reserve policymakers pushed analysts to suggest bets on an early rate increase were overdone.Of course, early is a...

Let’s start with the conjecture that bonds, by way of TLT) are going to have a multi-week bounce as interest rates ease back.If that holds true, I would speculate financial institutions are...

Investors are still dithering about what to do with US Treasuries as yields on the benchmark 10-year note bounce around 1.7%, dipping below that mark on Friday and topping it on Monday. Federal...

Holding bonds has been a mostly painful experience so far in 2021, although a few corners of fixed-income have escaped the damage, based on a set of proxy ETFs through yesterday’s close (Mar....

Turkey’s president, Recep Tayyip Erdogan, bailed out the U.S. Federal Reserve by pushing out his own central bank chief without putting a parachute on the country’s currency. The Turkish...