Bonds Analysis & Opinion

The Fed is failing us.  It started out great.  The initial reaction to the pandemic was timely and forceful.  The yield curve on March 18 was signaling confidence. But, since then,...

Recently, 10-year real yields went to new all-time lows. Right now, they’re at -0.96%. What that means is that, if you buy TIPS, you’re locking in a loss of about 1% of your purchasing...

TIPS may tip Fed policy, as declining real yields indicate a weak economy and loose money.Even investors who aren’t interested in the minus 0.91 yield on 10-Year Treasury Inflation Protected...

Junk Bonds, via SPDR® Bloomberg Barclays High Yield Bond ETF (NYSE:JNK), rallied Friday closing above the 50-week moving average. Then again yesterday, JNK ran up to yet another new high since...

Government bonds linked to inflation in foreign markets topped returns for the major asset classes, based on a set of exchange traded funds. Other slices of the offshore fixed-income landscape also...

10-Year Note Speculators reduced bullish bets:Large bond speculators lowered their bullish net positions in the 10-Year Note futures markets this week, according to the latest Commitment of Traders...

Year-to-date gains still dominate the US fixed-income landscape for year-to-date results. Except for junk bonds, the rest of the US bond realm is enjoying a bull run in 2020 through...

Institutional investors scouring the globe for yield have found a new darling. Australian government bonds (AGBs) provide a few basis points in additional yield along with the security of a triple-A...

10-Year Note Non-Commercial Speculator Positions:Large bond speculators raised their bullish net positions in the 10-Year Note futures markets again this week, according to the latest Commitment of...

Once upon a time the bond market could be counted on for sober analysis and clear thinking in the critical work of providing reliable economic indicators based on the so-called wisdom of the crowd....

If you ever needed addiitonal proof that bond investors put top priority on yield, the recent strong interest in Chinese government bonds provides it.It’s not that investors ignore political...

10-Year Note Non-Commercial Speculator Positions: Speculators raised bets for 3rd week Large bond speculators added to their bullish net positions in the 10-Year Note futures markets again this week,...

The yield curve remains at about the same place it was a month ago.Since the mid-March peak of optimism after the initial reactions to COVID-19, yields have declined, which would suggest that the Fed...

Pity the poor UK, you might think. The future of the country after Brexit, the outlook for London as a financial center, the welfare of the country under its erratic, wild-haired prime...