It’s almost as if bond market wise guys knew…

10 and 30 year Treasury yields break consolidation We had an NFTRH update yesterday discussing the implications of a consolidation breakout in long-term Treasury bond yields, as was hinted at…

Comments Off on It’s almost as if bond market wise guys knew…

Bonds: Buy the news

It looks like for now at least, the play was indeed buy the (tapering) news in bonds. 7-10 Year... 20+ year... Have a nice weekend. For "best of breed" top…

Comments Off on Bonds: Buy the news

One Macro reset, comin’ up

Macro markets quake as expected, bonds get a little crazy For months now we have been expecting the Continuum to make a roughly symmetrical right side shoulder. That is the…

Comments Off on One Macro reset, comin’ up

Your Macro guide, the 30yr Treasury yield

30yr Treasury yield and markets/internals tied to it What markets and market internals are dependent upon an inflationary rise in long-term yields? Anyone? Beuller? For "best of breed" top down…

Comments Off on Your Macro guide, the 30yr Treasury yield

New York Fed: Op/Twist (lite)?

New York Fed announces new Treasury bond operations Operation Twist, concocted in 2011 by Ben 'Big Brain' Bernanke came about with all sorts of egghead theorizing about its mechanics, effects…

Comments Off on New York Fed: Op/Twist (lite)?

Bonds Away!

Bond yields top on the Bloomberg/Gross signal, as expected Now the caveat to my constant lampooning of ole' Billy G comes by way of a response on Twitter to one…

Comments Off on Bonds Away!

Ponder the Picture

No, not that picture! The big macro view picture of the 30yr Treasury yield. Ole' Bill is lookin' good in his bond bear call so far after a recent hiccup.…

Comments Off on Ponder the Picture

Gold Miners Are Leading Something

HUI was in positive correlation to long-term Treasury bonds (TLT) from the top in the fear trades last summer to the end of February. Then they went opposite each other…

Comments Off on Gold Miners Are Leading Something

How Perfect, the Pause in Yields?

Media screws the contrary pooch (again) This time it's Bloomberg and its BOND KING du jour*, Bill Gross making the call. And exactly one more hysterical day followed the call…

Comments Off on How Perfect, the Pause in Yields?