Bonds Analysis & Comment

A perfect storm of an imminent rise in interest rates, unabated inflation, surging infections from the COVID-19 Omicron variant, and the growing possibility Russia will invade Ukraine has unsettled...

European investors are wondering how much pressure monetary tightening in the US will exert on the European Central Bank and on EU sovereign bond yields. Odds are growing that the Federal Reserve will...

A triple whammy from the Federal Reserve to tighten monetary policy sent Treasuries into a tailspin last week and boosted yields on the 10-year note to 1.77% by Friday. On Monday, yields spiked above...

On Monday, yield on the benchmark 10-year Treasury note plowed decisively through its recent 1.5% ceiling after edging above it on Friday, tacking on 13 basis points to above 1.63%. Even as snow...

Inflation is rising, the Federal Reserve is reacting slowly, and yields on the 10-year Treasury remain stubbornly low, fluctuating gently below 1.5%. What does this mean? Analysts are starting to...

Analysts scrutinizing historical trends are befuddled by a market that reflects a situation with no precedent. We have a pandemic that won’t end and a Federal Reserve that is dragging its feet on...

The benchmark 10-year Treasury note has become a barometer of COVID fears, yo-yoing as concern rises and drops. On Friday, the yield on the 10-year fell below 1.5% as the Dow crashed amid worries...

The bigger-than-expected jump in inflation last week led to a quick selloff of US Treasuries on Wednesday after data showed a 6.2% year-on-year increase in the consumer price index for October. Yield...

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...

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...

The US Federal Reserve is not just telegraphing its intention to start tapering bond purchases, but blaring it through loudspeakers. Yields on US Treasuries are responding appropriately. Yield on the...