Bonds Analysis & Comment

Colin Lloyd
In The Long Run: U.S. 30-Year Swaps   By Colin Lloyd - Apr 07, 2017

US 30yr Swaps have yielded less than Treasuries since 2008 – does it matter? With 30yr Swap yields below T-bond yields arbitrage should be possible Higher capital requirements have increased ...

Daniel Goldberg
Is The Inflation Panic Over? By Daniel Goldberg - Nov 15, 2016 1

Last week, Donald Trump's election win heralded the end of the world. We went into the election with the view that globally, we wanted 4 more years of the same from Clinton, which would be great for ...

Nick Batsford
What's Brewing In The Bond Markets?   By Nick Batsford - Aug 11, 2016

Nicole Elliott talks about the dynamics of the bond market and why she prefers to hold long bond positions despite yields being at record lows. Her view somewhat contradicts the bond king Gundalch ...