Bonds Analysis & Comment

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 ...

Erik Swarts
Yields: Breaking Away By Erik Swarts - Jun 11, 2015

With the 10-year yield breaking away from the top of its 2015 range, Treasury yields continue to push higher with all the bravado of an Italian cutter racing in Bloomington. Technically, the 10-year ...