Bonds Analysis & Opinion

Markets are understandably skittish about the health of the financial sector, which allows bonds to act as a safe haven. We would be wary of acting on large market moves ahead of a week heavy in event...

The 10-year Treasury yield was up 5 basis points to 3.57%, hitting four-week highs on growing expectations that the Federal Reserve could keep interest rates higher for longer. The 2-year Treasury...

Though data showed that wholesale inflation was cooling more than expected, Treasury yields ticked higher this week after hawkish comments from Fed Governor Christopher Waller. He advocates for more...

The 10-year Treasury rate continues to trade well above CapitalSpectator.com’s fair-value estimate, but the days of a large premium look numbered. As evidence mounts that inflation continues to...

Last month we looked at how stock market volatility ebbs and flowsHow Monitoring Volatility Regimes Helps Anticipate Key Market Pivots through time. Let’s pick up this thread and do the same for...

If you have been reading my public articles on the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) over the last half a year, then you would know of my expectation to see the bond market rally into...

Treasury yields rebounded after the deal for deposits and assets of Silicon Valley Bank. The yield on the benchmark 10-Year U.S. Treasury Note rose 9 basis points from 3.38% to 3.47% as fears of a...

The Federal Reserve lifted rates by 0.25% amid banking turmoil and signalled at least one more hike this year. Fed Chair Jerome Powell also said rate cuts were currently not in the central bank's...

Treasury yields plunged again as investors flocked to safe-haven assets after the banking chaos. They are scaling back the likelihood of another rate hike this month from the Federal Reserve. The...

Bank contagion has officially spread to international markets, raising fears that last week’s dramatic failures of U.S. lenders Silicon Valley Bank (SVB) and Signature Bank may be just the start...

Treasury yields, which had jumped to their highest level in more than a decade last week, fell sharply Friday, in the wake of the collapse of Silicon Valley Bank, a major lender to tech startups....

With bond yields (and interest rates) rising sharply, it’s understandable that most of the world is hoping for lower rates.Lower interest rates allow for more flexible lending to both businesses...

U.S. Treasury yields rose for the sixth week in a row. The 10-year benchmark rate hit its highest level since November, climbing to 4.09% on Thursday before moving back to 3.96% on Friday. The 2-year...

Expectations for further rate hikes pushed Treasury yields higher. They now reach levels not seen in three months. The 10-year benchmark rate hit its highest level since Nov. 9 (3.95%). The 2-year...