Yield Curve inversion upcoming

Only a few ticks away from an inverted Yield Curve With the free bond market driving up 2 year yields while the Fed holds out from going hawkish (hawk talk…

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A contrary setup in bonds?

Say, what does the combination of this... ...and this tell you? Bueller? Anyone? For "best of breed" top down analysis of all major markets, subscribe to NFTRH Premium, which includes…

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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…

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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…

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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…

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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…

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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…

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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…

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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.…

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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…

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