Bonds Analysis & Opinion

There is a huge shock in store for those who have been lulled to sleep by a stock market that has become accustomed to no volatility and only an upward direction. And that alarm bell can be found in...

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

Credit Markets Snippet from January 4, Pivotal Events As widely reviewed, the Treasury yield curve has been flattening, which is positive for the general stock market. Within this, the T-Bill rate has...

The Treasury market’s 10-year estimate of future inflation rose above the Federal Reserve’s 2% target this week – the first time that level has been breached for this maturity since...

10-Year Note Non-Commercial Speculator Positions: Large speculators sharply lowered their net positions in the 10-Year Note futures markets this week, according to the latest Commitment of Traders...

10yr Treasury yields on the rise, attempting a breakout into the 2,50%-2,60% territory.Original Post

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

Supposedly, the old-school Sicilian Mafia have a saying, “the snake lays coiled in Napoli” which supposedly means that in older Italy, when the Mafioso ran the country and the Mafia power...

Perhaps the single biggest development this year, as far as the markets were concerned, was the Fed admitting on the record that it has no idea what is going on with inflation.This represents a kind...

In only a few days Santa will make his way around the world and into billions of homes where he will leave presents for good little boys and girls. This is a festive time of year. Parties, lights...

The bond market is talking, but no one is listening.As I explain in my bestselling book The Everything Bubble: the Endgame For Central Bank Policy, the yield on the 10-Year U.S. Treasury bond is the...

I came across a number of pieces lately from people voicing their concerns over the prospects for junk bonds. And there may be something to their concerns. Still, history appears to suggest that the...

By Pinchas CohenWhile retail traders may be aware of yesterday’s equity selloff, the real story is bonds which occupy the focus of institutional players. The normal market structure pits stocks...

A couple of things are happening in the bond space right now. Last week we got the flash PMIs for the major DM economies and on all fronts they were strong—all improved, and the composite flash...