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Bonds Analysis & Opinion

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James Picerno
Are Treasury Yields Flashing a Warning Sign for Inflation? By James Picerno - Jan 08, 2025

The risk of reflation has been bubbling for several months and yesterday’s economic news on prices in the services sector fueled new concerns. The bond market is paying attention, or so the renewed...

Michael Lebowitz
Why Are Bond Yields Rising? By Michael Lebowitz - Jan 08, 2025

The question asked of us most often recently: “Why are bond yields rising?” After verbally answering it plenty of times, it’s time to put our answer in writing for everyone to see. The answer will...

Ed Yardeni
Bond Vigilantes Put 5% Yield in Crosshairs By Ed Yardeni - Jan 08, 2025

The US economy continues to roar. December's ISM purchasing managers survey showed that services activity remains strong. The JOLTS data, albeit a bit stale from November, showed job openings jumped....

Lance Roberts
Credit Spreads: The Canary in the Coalmine for Markets By Lance Roberts - Nov 26, 2024

Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns. A credit spread refers to the difference in yield between two bonds of similar maturity...

Alfonso Peccatiello
Term Premium Is Back - So Are the Bond Vigilantes? By Alfonso Peccatiello - Nov 10, 2024

The Bond Market is saying “This Time is Different”. The Term Premium is on the rise, and it now sits close to the highest level for the last 10 years. But What is Term Premium? An investor looking...

James Picerno
Has the Bond Market Rally Peaked Already? By James Picerno - Oct 22, 2024

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...

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