Bonds Analysis & Opinion

US Treasury yields fell again as investors appear more inclined to believe that there will be no further interest rate hikes in the coming months, following the latest policy-setting meeting by the...

By Padhraic GarveyThe US 10-year auction tailed, but the bond bulls don't seem to care. It looks like the market is playing with a change in the rate cycle discount. It's not illogical, but likely a...

By Padhraic GarveyAs we hold above 4.5% for the US 10-year, the immediate issue is 10-year and 30-year auctions. Beyond that into next week, prepare for a big drop in US headline inflation. Then...

Is the bond bear market finally over? That is the question everyone is asking now that bond prices rallied sharply following the November FOMC policy meeting. As noted earlier: “On Wednesday,...

By Padhraic Garvey and Benjamin SchroederThe Rally In Long-End Rates Extended With the Curve Flattening AcceleratingOverall, we have now seen a drop of close to 30bp in 10-Year and longer yields over...

US Treasury yields retreated in the last week of October, as signs of easing inflation offset strong Q3 economic growth. The core price consumer expenditure index, a measure of inflation closely...

United States 10-Year yields are closing in on 5%. What's the Big Deal? What does it mean for stocks and gold?

Bonds have been selling off for quite a while now Once considered the safest investment, the sell-off has proven how risky long-duration bonds can be This is a great opportunity for investors to...

Two weeks ago I pointed out one of the effects of higher interest rates is that leveraged return strategies get swiftly worse as rates rise. Today, I want to talk about another result of higher...

The US 10-year Treasury yield continues to rise, pushing ever higher above CapitalSpectator.com’s “fair-value” estimate, which is based on averaging three models. The trend...

After over a month of continuous rise, the yields on government bonds plunged this week amid rising geopolitical tensions in the Middle East and not-so-hawkish comments from U.S. Federal Reserve...

Rising interest rates have created a decline in treasury bonds not seen in modern times.Well, they say crisis equals opportunity.This may be the case today as we look at a long-term...

Psychology in markets is always fascinating. In February 2009, I wrote “8 Reasons For A Bull Market.” While in hindsight, it is easy to see that was the right call, overall, psychology was...

The rise in long-term U.S. Treasury yields continues, mainly due to structural changes that are expected to result in high inflation. These changes include the transition to alternative energy,...