By Michael Ashton Because I spend so much time digging into inflation data and learning about how inflation works (and how securities and markets work,
By Jeffrey Snider of Alhambra Over the past month, crude prices have been pinned in a range $50 to the high side and ~$46 at
By Tom McClellan June 30, 2017 The 28-year record high spread between 10-year T-Notes and German 10-year “bunds” is finally starting to narrow just a
By Jeffrey Snider of Alhambra According to the US Treasury, the calculated equivalent treasury bill yield for the 4-week maturity was 76 bps at Friday’s
By Heisenberg Right, so remember on Friday when, after the latest CFTC data hit, we noted that specs were the most net long TY since
By Heisenberg Well, if you’re the type of person who has been conditioned to believe that “smart” money positioning may be a contrarian indicator, then
By Jeffrey Snider of Alhambra TIC data confirms that “reflation” captured more than just pricing sentiment. It appears to have occurred in bank balance sheet
By Tom McClellan May 12, 2017 It is not a surprise that U.S. Treasury yields are correlated with those of other countries. And so it
By Steve Saville Needless to say, we continue to like the bearish T-Bond trade Here is an excerpt from a commentary posted at TSI last week.
By Goldsqueeze.com The 10-, 20-, and 30-year US Treasury Bonds are all in the final stage of what appears to be textbook cup-with-handle consolidation patterns.
By Tom McCellan T-Bonds Repeating Pattern of Year Ago April 28, 2016 This time, the headline says it all. So many investors believe that it
By Tom McClellan April 02, 2016 Commercial traders of T-Bond futures have been increasing their net short position in a big way in recent weeks,