Following futures positions of non-commercials are as of January 30, 2018. 10-year note: Currently net short 215.6k, up 97.7k. Last week, the futures-market odds of a 25-basis-point hike in the March (20-21) meeting in the fed funds rate stood at … Continued
Following futures positions of non-commercials are as of January 23, 2018. 10-year note: Currently net short 117.9k, up 28.6k. Tuesday, a two-day FOMC meeting begins. This is the year’s first, and will be Janet Yellen’s, the outgoing chair, last. (The … Continued
Following futures positions of non-commercials are as of January 16, 2018. 10-year note: Currently net short 89.3k, down 107.6k. A Bloomberg article last week about China beginning to weigh slowing or halting purchases of U.S. Treasurys gave the bond market … Continued
Following futures positions of non-commercials are as of January 2, 2018. 10-year note: Currently net short 75.8k, down 7.8k. It is on. Doves versus hawks. At least for now. FOMC minutes for the December 12-13 meeting highlighted the growing tension … Continued
Following futures positions of non-commercials are as of December 26, 2017. 10-year note: Currently net short 83.7k, up 39.4k. No one said a breakout of this significance would be easy. Last week, 10-year yields closed right underneath a three-decade-old descending … Continued
Following futures positions of non-commercials are as of December 19, 2017. 10-year note: Currently net short 44.2k, down 89k. Is the big one around the corner? The big breakout, that is? Ten-year Treasury yields, at one point at 2.5 percent, … Continued
Following futures positions of non-commercials are as of December 12, 2017. 10-year note: Currently net long 44.7k, up 30.4k. The Fed and the Administration are not on the same page when it comes to expected growth in the U.S. economy. … Continued
Following futures positions of non-commercials are as of December 5, 2017. 10-year note: Currently net long 14.3k, down 109.6k. On Tuesday next week, a two-day FOMC meeting begins. This is the eighth – and last – meeting this year. A … Continued
Following futures positions of non-commercials are as of Nov 28, 2017. 10-year note: Currently net long 123.9k, up 12.9k. The U.S. economy is in its ninth year of recovery. Post-Great Recession, real GDP has grown at an average 2.2 percent. … Continued
Following futures positions of non-commercials are as of Nov 21, 2017. 10-year note: Currently net long 111.1k, up 36.2k. “In light of elevated asset valuations and low financial market volatility, several participants expressed concerns about a potential buildup of financial … Continued