Bonds Analysis & Opinion

France and Germany See Economic Slowdown The PMI surveys, carried out by S&P Global/HCOB, revealed weak demand IS impacting France's economic activity for the second month in a row. The PMI Flash...

When stocks are in a bull market, we tend to see assets like growth stocks and junk bonds perform well as investors are in “risk-on” mode. And oftentimes, these are the assets to start...

The bond market is under scrutiny in France as the 10-year OAT/Bund spread has spiked amid political uncertainties fueled by President Emmanuel Macron’s decision to initiate early legislative...

The US 10-year Treasury yield continues to defy The Capital Spectator’s ‘fair-value’ estimate by trading at a premium to this model, but the relatively wide gap still appears to be a constraint to...

The sharp drop in Treasury yields in recent days has revived chatter that the worst for the bond market may be over. It’s still early to confidently forecast that scenario, but the odds for recovery...

Here we go again. After yesterday’s news that US job openings fell to a three-year low in April, the data fueled the incentive for the bond market to reassess the view that the Federal Reserve will...

A ‘fair-value’ estimate of the US 10-year Treasury yield was steady in April while the market level for the benchmark rate continued to rise well above the theoretical level. But trading...

The stock market keeps on pushing higher despite. Against this backdrop, investors should exercise caution due to high valuations and market cyclicality. Bonds offer attractive returns and can reduce...

Foreign fixed-income markets from a US investor perspective have been an unappealing asset class lately – with a glaring exception: corporate bonds in emerging markets. Year to date, this slice...

Government bond yields and interest rates have been rising all around the world. And investors aren’t quite sure what to make of it.Perhaps there is some complacency that has set in after years...

Unsurprisingly, the U.S. Federal Reserve made no changes in rates in its recent meeting ruling out the possibility of a rate hike in the coming months. Yet, Federal Reserve Chair Jerome Powell has...

Treasury yields rose again following data revealing that the U.S. economy experienced a slower-than-expected growth of just 1.6% on an annualized basis in Q1. Additionally, a core measure of...

The Federal Reserve had previously indicated that incoming economic data, proving that inflation is on a consistent downward trajectory, would be needed to start reducing rates. This statement had...

Bowing to recent data, Federal Reserve Chairman Jerome Powell on Tuesday conceded that inflation progress has stalled and the case for rate cuts has weakened.The Treasury market has been effectively...