Bonds Analysis & Comment

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...

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...

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...

There are people who listen to Boris Johnson as if he was someone to take seriously. Some of them even write commentary on the bond market.So when the British prime minister said Sunday there is a...

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 decision by US President Joseph Biden to nominate Jerome Powell for a second term as chair of the Federal Reserve—when it finally came on Monday—was widely expected. But there was...

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...