Bonds Analysis & Opinion

The market largely continued last week’s mixed moves, with the S&P 500 and NASDAQ Composite mildly retreating from record highs and the Dow eking out another record close.The sentiment...

Only when the tide goes out do you discover who’s been swimming naked, Warren Buffett famously quipped. A real-time financial example is unfolding in the bond this year, especially after...

Yields on the benchmark 10-year Treasury note continued to rise on Tuesday after the U.S. holiday Monday and a weekend marked by the acquittal of former President Donald Trump in the Senate...

The Fed pledged to hold interest rates low for a very long time. What about the long end of the curve?Yields Reveal a Mini-Revolt On the Long End3-month Yield: 0.04% 1-year Yield: 0.06% 2-year Yield:...

Yields on U.S. Treasuries surged early Monday as expectations of a large fiscal stimulus grew, with the 30-year bond yield briefly topping 2%, but yields retreated from highs as the day went...

Short post, but it’s been one I've thought about for a few weeks.Municipal bonds have done well since the election, since a Democratic Administration is typically good for additional state and...

The U.S. Treasury market is confused, or so it appears. While nominal yields have been rebounding recently, real (inflation-adjusted) rates keep falling, plumbing deeper into the sub-zero realm. One...

The US yield curve, represented on the following weekly chart by the spread between the United States 10-year T-Note yield and the 2-year T-Note yield, has been steepening since the third quarter...

Ethereum stole the crypto spotlight after rising to new all-time highs, but market participants seem concerned about whether it could climb further.Key TakeawaysEthereum looks fundamentally strong as...

There has been some to-do among investors about the US 10-year breakeven rate—a market measure of inflation expectations—breaking above 2% and staying there for a few days. It has been...

US bonds have been breaking down for about a year now, and although there will be small bounces along the way, the pattern is fairly clear. The next meaningful resistance is the price gap on TLT...

Bond investors kept their eye on the ball as the prospect of a Democratic president and Democratic control of Congress makes further stimulus and other government spending a near-certainty.Markets...

Government bond investors are sensitive to political developments but this week has provided a surfeit of political convulsion rarely before seen. Nonetheless, markets took it in stride.The surprising...

For the past three decades, one thing investors could count on was lower yields and rising bond prices (due to inverse relationship). The Federal Reserve was dovish and a competitive market (due to...