Bonds Analysis & Opinion

Note: We've updated this commentary with data through Friday's market close.Let's take a closer look at recent activity in US Treasuries. The yield on the 10-year note ended the day at 2.39% and the...

I think that 124,70 will be re-visited soon and not hold any further Original post

Low-Inflation/Low-Rates/Improving-Economy Drive StocksLower Rates LongerWhen interest rates are low and economic data is improving, stocks typically get an added opportunity-cost boost relative to...

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

Just like with markets and economies, humans go through cycles of emotion and turning points—it's often the case that when someone hits "rock bottom" it becomes cathartic, a self-limiting...

I was looking through some statistics on the global government bond markets, specifically the Thomson Reuters Government Bond Indexes. A couple of key metrics and trends struck me as a big shift in...

The largest mass shooting in US history yesterday, and naturally equities are at lifetime highs again. Incredible.Anyway, one chart that remains interesting is that of high-yield corporate bonds...

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

As I noted last week, we've had strong reasons technically, as well as from a macro perspective, to be bullish on the ProShares UltraShort 20+ Year Treasury (NYSE:TBT) since its low just under 33 on...

The third quarter of 2017 saw a strong equity market, while yields in the fixed-income market experienced continued volatility. The big picture for the Treasury market during the third quarter was...

The September round of flash manufacturing PMIs saw our composite "global flash PMI" rising +0.4pts to 54.7 - the same level it got to in January before ranging as low as 53.9. Looking at the...

This article reviews the data from the latest weekly sentiment survey we conduct over on Twitter. The survey measures respondents' equity and bond positioning/view – differentiating between...

“Davidson” submits:Rising 10-Year Treasury rates tell an interesting story. Rhetoric raises tension N.Korea/US… and the 10yr Treasury rate rises signaling investors are shifting...

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