Bonds Analysis & Opinion

10-Year Treasury yields rose for the first time in more than a week today, up two basis points to 2.65 percent. The boost came as investors sold off Treasurys after Fed Chair Jerome Powell said in an...

The economies of France and Germany are slightly recovering. Italy’s annual GDP figures indicate a technical recession: mid-duration yields are starting to tick upwards with the 10-Year at...

Earlier today, we noted that sentiment so far this year has been dominated by US-China trade talks and dovish central banks.Obviously there has been a lot more to it than just that: ongoing Brexit...

As Brexit dominates headlines, it is not dominating investors. UK 2-Year and 10-Year gilt yields rose slightly to +0.825% and +1.287% (+2.46% and +2.30% percentage change) while the British pound...

Twelve months ago the main concern for markets was about what a US Federal Reserve with Jay Powell as its newly appointed chair might do with respect to US rates throughout 2018.Expectations of a US...

The Treasury yield curve is inverting as sentiment frays, partly because hopes on the U.S.-Sino trade agreement are evaporating.Treasury yield curve inversion that’s throwing eye-catching shapes...

SummaryIt’s now ‘officially’ a dollar comeback week. It looks like stock markets are beginning to reflect this. FTSE MIB clings to thin weekly rise Judging by the pattern for most of...

There is something inherently wrong with this market. In a healthy market, stocks and bonds maintain a negative correlation. When stocks rise bonds tend to fall, and vice versa.The logic is simple....

Analysts are attributing the increase to a strong US economy, hawkish Fed comments, technical factors or even possible demand for return premia. Yet, significant corporate issuance, higher dollar...

The biggest story in the markets right now is that benchmark government bonds are getting absolutely hammered, lifting yields across the developed economies. In essence, it is the unwinding of the...

A booming US economy and comments from Fed chairman Jay Powell last night appear to have been the catalyst for a sharp move higher in US 10-Year yields through the highs this year of 3.12% to push up...

European markets enjoyed a bit of a rebound yesterday after Italian politicians modified some of their language, offering to lower the deficit from 2020 onwards. The more conciliatory tone took some...

The big news on Tuesday is that Italian bond yields are lurching higher once more and have tested the air above 3.4% earlier today. This is spooking the markets, with European stocks a sea of red and...

Italy’s new government faces its first real test today: can the fragile coalition of radicals and centrists present a coherent budget that is palatable to the EU and won’t break the bank?...