Bonds Analysis & Opinion

There is a rare and powerful trend occurring in bond markets.History shows that if left unchecked, it can cause serious damage to equity markets and the economy. Over the last 3 months, US bond...

When treasury bond yields are rising, bond prices are falling. It’s an inverse relationship.And so it makes sense that the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) has fallen sharply...

The collective wisdom of the bond market for much of this year has been betting that interest rates would soon peak and fall. But those bets appear to be unwinding in the wake of Wednesday’s...

Stocks are tanking as markets price in higher for longer scenario Meanwhile, bonds have declined for 2 years in a row and are on track for a third bearish year As economic weakness sets in eventually...

Fixed-income investors looking for interest-rate cuts from the Federal Reserve are still waiting, but that hasn’t stopped low-rated bonds from posting strong gains in 2023.The upside performance...

In Our Elevator Pitch For Bonds, we asked: “Is this time different?” Our view of the attractiveness of bonds can be honed into an elevator pitch. It essentially boils down to a...

The US 10-year Treasury yield continued to trend higher in August, rising further above CapitalSpectator.com’s “fair-value” estimate, which is based on averaging three...

Current yields continue to show signs of peaking, based on a broad review of the major asset classes via a set of proxy ETFs. In each of our periodic updates of yields so far this year, the numbers...

Over the last few weeks, bond markets have been on the move: 30-Year Treasury yields have rapidly surged from below 4% to almost 4.50% catching many by surprise.Yet understanding why and what drives...

US treasury yields fell after the macro data showed that the US economy grew at a slower-than-expected 2.1% pace from the first quarter. Analysts had expected a gain of 2.4% in the second quarter....

The previous article discussed the potential ramifications related to policy actions that China and Japan might take. These large U.S. Treasury bondholders could temporarily upset the Treasury market,...

Long-term government bond yields stabilized in the U.S. (-2 basis points week-over-week for the 10-year Treasury yield at 4.23%) while the 2-year yield closed 14 basis points higher at 5.08%...

“China, Japan, inflation, deficits, and QT, oh my!” – The chant of bond traders watching yields creep higher.Despite the highest yields in 15 years, some bearish bond traders think...

The last time you could lock in a real (inflation-adjusted) yield with inflation-adjusted Treasuries (TIPS), the world was still cleaning up the mess from the financial crisis. A lot has changed since...