Since I wrote my last bond article, we have seen many events which market participants assume hav...
Category: Bonds Analysis & Comment
The bond market gave reflation a new run of consideration Nov. 9 as Treasury yields shot higher. ...
Predicting the end of the secular decline in interest rates has been a hardy perennial—and perenn...
Here we go again. After plunging to new lows, the calls for the end of the “bond bull” market mou...
Betting against long-term bonds has been a losing strategy for several decades and this form of c...
The Fed I: Birth of T-Fed. What a difference a pandemic makes. Prior to the Great Virus Crisis (G...