Tag: us treasuries

10 Year Treasury Yield: Patterns Pointing To Higher Rates

In this post I will focus on pure PATTERNS and discuss NOTHING that has to do with the Global Macro fundamental outlook on the US...

Commodities In Focus: COT Report Analysis and Seasonality Trends

With the summer fast coming to a close I thought it would be a good idea to review some COT Report data and seasonality analysis...

Symphony of Destruction: How Stocks, Bonds and Crude Are Reprising 2007

Of all the indicators foreshadowing economic health and the future of stock market returns, perhaps none has been a better tell than the inverted...

Lessons of QE: US Treasury Rally May Just Be Getting Started

When "sure thing" trades turn into pervasive market memes, even with careful curation of media and opinion it can be difficult to see through...

Higher Interest Rates On Pause? 10 Year Yield In Focus

There has been a steady buzz about higher interest rates coming from the media and many institutional investors.  But are higher interest rates coming...

Yield Curve Analysis and 2014 Outlook

I wrote to you all last year in February about my forecast that market participants would see some dramatic yield curve steepening this year: And...

5 Investment Surprises For 2014

Let me preface my list of investment surprises for 2014 by alerting you that these are in no way whatsoever to be considered recommendations. This...

Did Lumber Prices Forecast The Top In The 10 Year Yield?

Lumber prices in the beginning of the year surged to a new all-time high of $411.50. In mid-March, Lumber prices began to plunge and...

Why Bond Yields May Continue to Fall

Back in July I wrote a piece on “Why Bond Yields may be Headed Lower Short-Term” and it has played out just as I...

US Treasuries: Is “Blood In the Streets” Yet?

I posted a longer hit on the topic of a possible and widely underappreciated stealth US Treasuries rally in the making last week -...

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