Please try another search
The bond market has struggled to fully recover from the Federal Reserve’s aggressive run of interest-rate hikes in 2022-2023, but pockets of strength remain conspicuous. Within the fixed-income space,...
The 10-year treasury bond yield is very closely watched by banks, consumers, and active investors. It is used as a measuring stick for interest rates on loans, bond auctions, etc. When the 10-year...
With the FOMC meeting announcement this coming Wednesday, March 29th, 2024, and Wall Street and the investment community still talking about potential interest rate cuts, it can’t be helped but think...
The US 10-year Treasury yield continues to trade well above a ‘fair value’ estimate, based on the average of three models maintained by CapitalSpectator.com. The market premium continues to suggest...
By Benjamin Schroeder Overall, we think the bearish sentiment can keep going in the near term. For markets, the main focus remains on the assessment of the US macro backdrop, with plenty of data this...
Even if US yields do slip into the weekend, as is quite possible, there are elements next week that will keep the bear phase element to the fore for bonds (watch core PCE carefully). The ECB simply...
The past few months have given investors the feeling that the 3 year (monster) rally in treasury bond yields is over. But the lull may be over. And it’s looking like bond yields (interest rates)...
The US 10-year Treasury yield spiked yesterday following the release of hotter-than-expected consumer inflation data in January. The news also convinced the market that the Federal Reserve would push...
By Padhraic Garvey Markets are awaiting Tuesday’s US CPI release which should give confirmation that the disinflation trend continues. But that's not enough, as a consensus month-on-month...
Modest gains in some corners of fixed income contrast with sharp losses elsewhere for year-to-date results with the broadly defined US bond market, based on a set of ETFs through Friday’s close (Feb....
By Michiel Tukker The US economy has surprised to the upside over the past few weeks but yields have not shown much reaction to this narrative. We see this as one of the reasons why US yields may test...
By Benjamin Schroeder A lack of notable data releases allows EUR rates to look up again amid hawkish central bank talk. Banking jitters continue to add volatility, but scanning the usual indicators of...
By Padhraic Garvey The Fed and the European Central Bank are on holding patterns. Tuesday saw the data vacuum allow yields to drift lower after two days of dramatic rises. Holding patterns can be...
We’ve been here before. In the spring of 2023, the bond market rallied sharply, effectively forecasting a rate cut by the Federal Reserve. But the punt turned to tears as the Federal Reserve continued...
The Federal Reserve has paused its interest rate hikes and inflation data seems to be leveling off. We’ll see. All in all, bond yields (interest rates) are pulling back and investors are hopeful that...