Bonds

Bonds Analysis & Opinion

Rates Spark: Markets Are Cutting Rates

Rates Spark: Markets Are Cutting Rates

  Financial conditions eased markedly through November, as market rates fell and credit spreads tightened (record month for bond returns).…
Rate Cut Expectations Drive Historic Bond Rally: How Long Can It Last?

Rate Cut Expectations Drive Historic Bond Rally: How Long Can It Last?

  Investors are increasing their collective bets that the Federal Reserve will soon start cutting interest rates – a bet…
Rates Spark: All About Inflation

Rates Spark: All About Inflation

  The rates rally found its confirmation in German and Spanish inflation data ahead of today’s eurozone release, but finally…
Rates Spark: Effective Pushback Looks Different

Rates Spark: Effective Pushback Looks Different

  Rates continue to push lower after a soft 7-year US Treasury auction as Federal Reserve officials offer little pushback…
US 10-Year Yield: Is It Too Early to Cheer?

US 10-Year Yield: Is It Too Early to Cheer?

  The 10-year Treasury yield respected the 5% level – this is not a big surprise. However, to join the…
Yield Curve Steepening Isn’t Different This Time, and It’s Not the Same Either

Yield Curve Steepening Isn’t Different This Time, and It’s Not the Same Either

  Investment volatility remained elevated this year. One can point to any number of culprits. My preferred cause has been…
US 10-Year Bond Yield Confirms Elliott Wave Reversal: What Comes Next?

US 10-Year Bond Yield Confirms Elliott Wave Reversal: What Comes Next?

  The 10-year US government bond yield was hovering around 3.75% when we first wrote about it in mid-February. Elliott…
US 10-Year Yield: Retreat Signals Market Now Expects Fed Pivot Soon

US 10-Year Yield: Retreat Signals Market Now Expects Fed Pivot Soon

  Today’s “fair value” estimate of the US 10-year Treasury yield continues to suggest that the current market rate is…
Global Risk Asset Yields Edge Higher But Remain Below US 10-Year

Global Risk Asset Yields Edge Higher But Remain Below US 10-Year

  Current yields for the major asset classes edged higher recently, based on a set of proxy ETFs through the…
US Debt Crisis Signals End to Bond Age

US Debt Crisis Signals End to Bond Age

  US Treasury yields soared after Moody’s (NYSE:MCO) switched to a negative outlook for the United States, hammering home the…
Long Bonds: Is a Turning Point on the Horizon?

Long Bonds: Is a Turning Point on the Horizon?

  As I’ve mentioned in previous posts and webinars, the bond market is probably the least understood of the four…
Is the Bond Bear Market Finally Over or Just Hibernating?

Is the Bond Bear Market Finally Over or Just Hibernating?

  Is the bond bear market finally over? That is the question everyone is asking now that bond prices rallied…
What Would a Normally-Sloped Treasury Yield Curve Look Like?

What Would a Normally-Sloped Treasury Yield Curve Look Like?

  Here’s the issue with all of the social media and the volumes of research on the bond markets: it’s…
Several Corners of Bond Market Manage to Shine This Year Despite Treasury Selloff

Several Corners of Bond Market Manage to Shine This Year Despite Treasury Selloff

  The ongoing bear market in Treasury bonds is among the worst on record, but several sectors of the fixed-income…
Fund Flows Into Bonds Suggest Eventual Unwind of Bearish 10-Year Treasury Trade

Fund Flows Into Bonds Suggest Eventual Unwind of Bearish 10-Year Treasury Trade

  While bond yields have risen sharply lately, fund flows into bonds tell two very different stories. We have previously…
Rates Spark: US Jobs Data Can Be Key

Rates Spark: US Jobs Data Can Be Key

  The Rally In Long-End Rates Extended With the Curve Flattening Accelerating Overall, we have now seen a drop of…
US 10-Year Note Looks to Break Above Channel Resistance

US 10-Year Note Looks to Break Above Channel Resistance

  The big question everyone is asking today (and yesterday) is «Is the bottom in the bond market?»US 10-Year Note-Daily…
Кнопка «Наверх»