Bonds Analysis & Comment

Up, down, up, down—US Treasury yields are bouncing around as investors try to balance worries about inflation with concern about a global economic slowdown, or even a recession.Good news, bad...

Bond investors are confused—and no wonder. Central bank officials keep telling them to ignore the evidence in front of their eyes. They are supposed to believe that inflation, which has been...

Surging yields on US Treasuries crossed the 3% threshold amid a price rout on the government bonds (yields rise as prices fall) in Monday trading ahead of this week’s meeting of the Federal Open...

U.S. Treasury investors are on a roller coaster as yields climbed on interest-rate fears and then plunged on growth worries. Remarks last week by Federal Reserve Chairman Jerome Powell about more...

Anyone who has their head screwed on straight is now likely really afraid of inflation. And soaring Treasury yields clearly reflect that fear. The US consumer price index for March rose 8.5% on the...

The yield curve inversion—when yield on the 2-year Treasury note exceeds that on the 10-year note—is normally considered a sign that recession is coming. But this time, analysts say, it...

Federal Reserve Chairman Jerome Powell proved to be a more forceful motivator for investors in US Treasuries than Ukrainian President Volodymyr Zelensky.Powell said on Monday that the Fed could more...

Investors felt optimistic enough on Monday about a resolution of the Ukraine conflict that they dumped US Treasuries as concerns about inflation and the Federal Reserve’s impending cycle of...

As hundreds of thousands of Ukrainians flee the Eastern European country to escape Russia’s brutal military invasion, global investors are seeking safe havens of their own, piling into US...

On Tuesday, following Russian President Vladimir Putin's accelerated saber rattling and latest moves on Ukraine, investors are increasing their flight to safe havens, obscuring any action or inaction...

Investors in US Treasuries are being squeezed between the rock of Russia’s threat to Ukraine and the hard place of surging inflation. The consumer price index for January registered a 7.5%...

European Central Bank President Christine Lagarde roiled government bond markets big time when she said last week that eurozone policymakers can no longer exclude a rate hike this year. This...

The Federal Reserve’s plan to start raising interest rates in March—maybe by half a percentage point—is putting bond market analysts in a pickle. Yield on the 2-year Treasury note,...

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...