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Sam LaDuc over at Samantha LaDuc trading out of the Boston area, published this missive on Election Risks and Opportunities over the weekend that is worth the read. Agree with Sam on Financials, not...
The ProShares UltraShort 20+ Year Treasury (NYSE:TBT) is extending last week’s trend line break. The index has been trading in a narrow range since early August after lifting off major support...
Are interest rates attempting to create a long-term bottoming pattern over the last six months? Possible! This chart looks at the yield on the 10-year note, on a quarterly basis since the early...
Last week, Federal Reserve Chair Jay Powell reiterated his stance that he’s keeping rates at zero for a while. It was no surprise, but it confirms that we’ll continue to ignore US Treasury bonds. They...
Investors are understandably jumpy amid the current uncertainty about virtually everything. So a short paragraph in the minutes from the Bank of England’s policy meeting last week blindsided...
10-Year Note Non-Commercial Speculator Positions:Large bond speculators increased their bullish net positions in the 10-Year Note futures markets this week, according to the latest Commitment of...
When a central bank announces a formal policy change to lift inflation it’s reasonable to expect that the government bond market would notice. But so far there are few signs that US Treasuries are...
The European Central Banks (ECB) is trying its best to stimulate the eurozone economy with a variety of asset purchase programs, but it has a much harder job than the US Federal Reserve in this...
Last week I briefly reviewed the case for casting a wary eye on expecting the standard stock-bond asset allocation to fulfill its historical role as a risk-management tool. Let’s extend this thought...
Germany made a big splash with its entry into the sovereign green bond market last week, selling €6.5 billion of 10-year bonds, well above its €4 billion minimum target. Green bonds are generally used...
10-Year Note Non-Commercial Speculator Positions:Large bond speculators cut back on their net positions in the 10-Year Note futures markets this week, according to the latest Commitment of Traders...
Has the bond market run out of road as a portfolio-diversification tool? No one knows for sure, but for some analysts the writing’s on the wall and markets are facing regime shift. The key catalyst:...
In March, after a 15% decline in municipal bond prices and as part of its response to COVID-19, the Federal Reserve announced it would, for the first time in its history, enter the municipal bond...
There was a time, just after the first oil crisis in the 1970s, that the collection of emirates and kingdoms along the Persian Gulf coast were so flush with cash that the biggest challenge they faced...
[This blog post is an excerpt from a TSI commentary published within the past two weeks] Many analysts downplay the Fed’s influence on bond yields, but we don’t think it’s possible to explain the...