Bonds Analysis & Opinion

US wholesale inflation rose more than expected last month. July registered a 0.3% month-on-month increase in Producer Prices (PPI), exceeding market expectations of 0.2% and marking the most...

The 10-year Treasury yield continues to trade at a level well above CapitalSpectator.com’s fair-value estimate, but the gap suggests that further increases in the benchmark rate are facing...

The global rise in interest rates may be peaking, a view that’s helped lift most corners of foreign bond markets year to date, based on a set of ETFs through yesterday’s close (Aug....

Global bonds rocked by Bank of Japan changes, Fitch downgrade, and Fed's outlook. Long-term bond market sees rare turbulence. Investors split: Buffett and Musk optimistic, Ackman bearish. A triple...

The U.S. 10-year Treasury yield soared to 4.19% on Thursday, peaking for the first time since November 2022, but retreated significantly on Friday, ending at 4.04% (+8 basis points over the week) in...

Interest rates remain in the spotlight, with investors watching every economic data release and wondering when the Federal Reserve will stop raising rates.Well, one way to gauge this environment is to...

Government bonds experienced a sharp decline after the US economy grew stronger than expected in the second quarter and the Fed raised its key interest rate by 25 basis points, bringing the benchmark...

The future’s still uncertain, of course, and so all forecasts should be viewed cautiously. For perspective, let’s start with the one thing we know is true: We’re closer to the peak...

Our view of the attractiveness of bonds can be honed into an elevator pitch. It essentially boils down to a straightforward question – Is this time different?Have the forty-year pre-pandemic...

The most recent data release unveiled a moderate 0.2% increase in the U.S. Consumer Price Index (CPI) for the preceding month, following a slight 0.1% upturn observed in May. Furthermore, the...

The 10-year Treasury yield looks elevated relative to CapitalSpectator.com’s fair-value modeling. But after yesterday’s news that US consumer inflation fell more than expected in June, the...

Treasury yields surged again after fresh data signalled that the U.S. labour market remains piping hot, raising concerns that the Federal Reserve could push interest rates higher and for longer than...

Hawkish comments by Federal Reserve Chairman Jerome Powell helped push a closely watched part of the U.S. Treasury yield curve to its deepest inversion since early March, once again putting a...