Bonds Analysis & Opinion

The big story last week was how hedge funds, which amplify their gains and losses with leverage, got burned as long-term Treasury yields declined and shorter-term yields rose, flattening the yield...

Bond investors globally are leading the charge against inflation and forcing central banks to heed price increases that are not transitory per policymakers’ repeated claims, but proving to be...

There is a good deal of confusion among investors regarding inflation. There are two schools of thought—those who think it is a problem, and those who don't.Since Treasury Secretary Janet...

US Treasury investors are anxiously calibrating inflation risks as the benchmark 10-year continues its volatility dance, with missed economic data forecasts fueling the uncertainty. The yield spiked...

Yield on the benchmark 10-year Treasury note shot up above 1.6% on Friday after a disappointing jobs report which investors decided wasn’t disappointing enough that it would stop the Federal...

Congressional dysfunction is running rampant as investors are growing genuinely worried about inflation. That's keeping U.S. Treasury yields high. Yield on the benchmark 10-year Treasury hovered just...

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...

Basics of taxable/tax-exempt muni bondsTaxable and tax-exempt municipal (muni) bonds are popular avenues for municipal/local authorities wanting to raise capital to fund public projects such as for...

Investors are busy scaling back their expectations for the Federal Reserve’s annual symposium this week, which is normally held in the Wyoming resort of Jackson Hole but has now been moved to an...

The stunning collapse of the Afghanistan government and the country’s takeover by the Taliban sent investors scurrying into the safe haven of U.S. Treasuries. Yields on the benchmark 10-year...

U.S. Treasury yields are plumbing depths we thought we had left behind as the Delta variant of the COVID-19 virus raises fears of a new wave of infections. In addition, there's a growing suspicion...

What do you get when inflation increases but investors still want the safety of government bonds? Record low real yields on U.S. Treasuries.The real yield strips out inflation and the rate on the...

With Jerome Powell's current tenure as Fed Chair due to end in February, 2022, President Joseph Biden may still decide to reappoint him as chairman of the Federal Reserve, but tea leaf readers might...