Bonds Analysis & Opinion

Municipal bonds might not be the first thing that comes to mind when you think of a sexy investment. They don’t typically command news headlines like the stock market or bitcoin.That...

10-Year Note Non-Commercial Speculator Positions: Large bond speculators strongly increased their bearish net positions in the US 10 Year T-Note Futures markets this week, according to the latest...

Bond investors have a very rocky road in store for them over the next few years, according to one prominent fund manager.Paul Tudor Jones, who runs the Tudor Investment Corporation, issued a stern...

Below looks at the 2-, 5-, 10- and 30-year Treasury yields over the past 30 years. Yields remain inside of their respective 25 year falling channels. Rallies over the past couple of years find each...

The headline says so. Hedge-fund veteran Paul Tudor Jones has joined the growing chorus of big hitters in the fixed-income world warning that bonds are well and truly in a bear market. Well, they...

This Great Graphic from Bloomberg shows the net large speculative positioning in the 10-year note futures over the past five years. They began last year with a huge next short position of more than...

The following is an excerpt from this week’s edition of Notes From the Rabbit Hole, NFTRH 488. For NFTRH bonds are not just an asset class ‘throw-in’ but instead are a key indicator...

Notes From the Rabbit Hole (NFTRH) bonds are not just an asset class ‘throw-in’ but instead are a key indicator set to the entire modern macro. Insofar as it may be time to use them for...

It’s ‘all a bit upside down’ on market reactions to inflation outlook from CNBC.Right now, it’s all about bond yields. The U.S. market has been extremely expensive by...

Bund can be trading in final stages of a bigger impulsive drop, which can be part of black wave C. Specifically we see price unfolding corrective leg 4, that is now trading at possible resistance...

US 10-Year Note Non-Commercial Speculator Positions: Large treasury speculators reduced their bearish net positions in the 10-Year Note Futures markets this week, according to the latest Commitment of...

JP Morgan’s quantitative and derivatives strategy team warns of potential short squeeze in US treasuries. Marko Kolanovic, on JPMorgan (NYSE:JPM)'s quantitative team offers a word of warning to...

I last wrote about the 10-YR T-Note, 10YR Rate, and the US Dollar (DX) here.The following monthly comparison chart shows the price action of all three. The US Dollar, generally, trends in the same...

One of Mark Twain’s famous quotes is “The reports of my death have been greatly exaggerated.” It’s very easy to find people saying the death of the 25-year bond market has...