Bonds Analysis & Opinion

Like all bonds, municipal bonds are trading at much higher yields on an absolute basis than in decades. A big part of that is the recent rate-hiking cycle that the Fed has embarked upon to curtail...

Credit spreads have narrowed down to the lowest point since the pre-financial crisis period. It echoes the strength in the Stock market (and expensive valuations), and paradoxically is both: 1. a...

How I Use Bond Yields Every Day to Trade Forex. This is probably one of the most important videos you'll watch as a Forex trader. I hope you enjoy it

Earlier this month, while the US 10-year yield was at 3.9670%, we wrote that it was likely headed towards 5.50% in the months ahead. That prediction was based entirely on our Elliott Wave...

Since the end of 2023 and throughout most of 2024, the high-yield, high-debt bonds have been on a tear. However, the party could be over. Could be. I follow the junk bonds closely, as they literally...

Will the summer rally in bonds survive the autumn? Fresh doubts are bubbling as the market reconsiders a range of risk factors, including renewed skepticism about the Federal Reserve’s commitment to...

The case for international diversification from a US-investor perspective usually centers on how to carve up a global equities allocation. The global bond footprint, by contrast, tends to be an...

Are long bonds and interest rates the current political football? Sure seems that way considering all the FED talk and comments by Trump on rates and Jerome Powell. The last couple of days, after...

A year ago, in early-October, 2023, when the 10-Year US bond yield was at 4.73%, we wrote that it was likely to peak around 5%, before heading back down to 3%. Since we don’t have any special...

There are no absolutes in economic forecasting. Thinking otherwise eventually leads to trouble. Case in point: the recession warning triggered nearly two years ago by an inverted Treasury yield curve...

I recently wrote about a trend that’s making income investors excited: After years of failing to produce decent returns, bonds are back. Media outlets, including Bloomberg, have picked up on this....

The 10yr-2yr yield curve has un-inverted; yet in the media? Crickets Slowly I toined [cue Brooklyn accent], step by step… The 10yr-2yr yield curve un-inverted last week, turning from inversion to...

The beginning of the end for the current run of peak yields looks set to start tomorrow (Wed., Sep. 18) as the Federal Reserve is expected to roll out its first interest rate cut. On the eve of...

The Federal Reserve is expected to cut interest rates this week. The question is whether the bond market has fully priced in the start of policy easing? It’s tempting to say “yes” after reviewing...