Bonds Analysis & Opinion

In just 4 years, the trend (and investment theme) of low interest rates has been turned on its head. During this time, home and auto loan rates have gone from consumer-friendly to unfriendly. Quite...

The chart below is the 10-year Treasury “yield” contract, traded at the CBOE. Readers can see a break in the chart in the upper-right-hand corner as the 10-year Treasury yield broke the downtrend...

Inflation risk is topical again, as I’ve been discussing this week. As a result, the bond market is demanding a higher yield premium to compensate for the possibility that inflation will be higher...

The backup in bond yields since mid-September did not surprise us. But it has surprised lots of other financial pundits, who are warning that this could be bad news for stocks. It could be,...

The risk of reflation has been bubbling for several months and yesterday’s economic news on prices in the services sector fueled new concerns. The bond market is paying attention, or so the renewed...

The question asked of us most often recently: “Why are bond yields rising?” After verbally answering it plenty of times, it’s time to put our answer in writing for everyone to see. The answer will...

In a gripping Christmas-week interview, Mike Maharrey spoke with Michael G. Pento, a noted economist, portfolio strategist, and author of The Coming Bond Market Collapse, to dissect the Federal...

Here’s a decade-to-date total return chart for both theAGG ETF, and the Barclay’s US benchmark index courtesy of YCharts. This a grim chart for the AGG decade-to-date, as it shows a negative total...

For investors seeking tax-advantaged income, municipal bonds should not be the sole option considered in fixed income. Preferred securities, issued primarily by investment-grade companies, currently...

The market premium for the US 10-year Treasury yield continued to rebound in November vs. a “fair value” estimate calculated by CapitalSpectator.com. The increase marks the second straight monthly...

Yesterday, the Chairman of the Federal Reserve, Jerome Powell spoke. Some highlights U.S. BUDGET IS ON AN UNSUSTAINABLE PATH; REVENUE AND SPENDING NEED TO BE BETTER ALIGNED CENTRAL BANK CAN NOT TAKE...

1-year annual returns for a number of the bond market asset classes slid lower in November ’24, thanks primarily to the strong stock market rally after the re-election of President-elect Trump, but...

Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns. A credit spread refers to the difference in yield between two bonds of similar maturity...

The Federal Reserve believes inflation is no longer a concern for consumers and the time has come to ensure the rate of change of prices does not decline any further. To this point, Susan Collins,...