Bonds Analysis & Opinion

After a summer of drifting lower and then holding in a range, the benchmark 10-year US Treasury yield is running higher this month. Does the jump mark a regime change after decades of trending lower?...

The US Federal Reserve is not just telegraphing its intention to start tapering bond purchases, but blaring it through loudspeakers. Yields on US Treasuries are responding appropriately.Yield on the...

The latest run-up in US bond yields means business. Bond bears (those expecting higher bond yields) will tell you to watch 1.53/4% for the next key resistance, while bond bulls will suggest you wait...

Evergrande, a highly leveraged Chinese property company in danger of default, sent investors scrambling on Monday, shedding risky assets and shifting into safe-haven government bonds.Yield on the...

The US consumer price index showed a lower month-on-month increase than expected—0.3% instead of the 0.4% in the consensus forecast—leading bond investors to adjust their expectations...

With real rates trading below zero right now, many yield-starved investors are being forced into riskier and riskier assets, including high-yield junk bonds. But even these are no longer offering a...

Utilities ran away with first place yesterday rising over 1% despite the S&P being slightly lower. Is the recent bout of strong demand for longer-term Treasury auctions and flight to utilities a...

U.S. Treasury bonds experienced a bear market and added selling pressure following the coronavirus flash crash as bond yields bottomed in early 2020. The move higher in yields since then peaked early...

Uncertainty remains elevated for the economy, inflation, monetary policy and the path of the pandemic as the final quarter of 2021 approaches. As investors struggle to get a handle on how the final...

2021 has been a great year for equity investors. The Nasdaq 100 and S&P 500 ETFs are up between 20% and 25% on the year! But while it’s felt like a risk-on kinda year, there’s...

It seems the one constant in the investing world is that no matter what happens, there is always strong demand for U.S. Treasuries. That keeps prices high and yields low. High inflation? Investors can...

The above graph from the St. Louis Fed’s database shows the option-adjusted-spread (OAS) on the investment-grade or high-grade corporate bond index, and presently the spread is about...

US bonds were last week’s outlier, posting a slight decline. Otherwise, all the major asset classes rose last week, based on a set of ETFs for the trading week through Aug. 27.Leading the...

We have a big week in financial markets. and the bond market and currencies are consolidating. Specifically, the 10-year yield has been developing a triangle consolidation for the last couple months....