Bonds Analysis & Opinion

The bloom certainly seems to be off the Treasury Bond rose as of late. During the all-too-brief drop in equity prices, bonds and gold were the two safe havens. Both of these have been...

Are junk bonds about to send stocks a bullish message? A breakout test is in play that will go a long way to answering that question. Junk Bond ETF JNK is currently testing the January...

Suddenly everyone is once again singing the praises of long-term treasuries. And on the face of it, why not? With interest rates seemingly headed to negative whatever, a pure play on interest rates...

Those that view the message of the market on daily basis are likely confused by trading noise. While trading noise contributes to the long-term trends, it does not define them. Human behavior tries to...

10-Year Note Non-Commercial Speculator Positions: Large bond speculators raised their bearish net positions in the US 10 Year T-Note Futures markets this week following a sharp reduction...

Those that view the message of the market on daily basis are likely confused by trading noise. While trading noise contributes to the long-term trends, it does not define them. Human behavior tries to...

Government bonds have experienced a massive rally over the past 4 months. The question is, could that rally be over or is it just ready to take a breather? Hard to say. Government Bond...

Yesterday’s release of the Beige Book survey from the Federal Reserve paints an upbeat profile, advising that the “the economy expanded at a modest pace through the end of August.”...

Those that have followed my bond analysis since November have made quite a bit of money. While the stock market is basically in the same place it was back in the early fall of 2018 when we went long...

10-Year Note Non-Commercial Speculator Positions: Large bond speculators cut back on their bearish net positions in the 10-Year Note futures markets this week, according to the latest...

On August 29, negative-yielding debt topped the $17 trillion mark. Nearly all of that is outside the US. Bloomberg comments on the Unstoppable Surge in Negative Yields. The global stock of...

Over the past 5 weeks, 10-Year yields have declined 26%, 5-year yields are down 24% and the 2 year is down 17%. Are more yield declines ahead? The question is, how would stocks react if...

It’s a rough world for yield-hungry investors these days. As interest rates plunge near and far, in some cases diving into negative terrain, searching for a respectable payout in the financial...

The 10-year Treasury yield’s slide has left a scorched path in its wake as bond-market forecasters struggle to make sense of its precipitous drop. Investors now say the 10-year Treasury yield...