Bonds Analysis & Opinion

No one can deny that bonds have absolutely stunk up the room for two solid years. Would that equities looked anything like this! Slope would rival Google in terms of traffic! In any case, this is the...

The surge in bond yields suggests that we are nearing the ideal entry point to buy longer-duration bonds for capital appreciation and portfolio protection.Such isn’t the first time we have made...

This article was originally published at The Humble DollarAs interest rates head higher, where should bond investors turn? A lot of ink has been devoted to Series I savings bonds—for good...

Two years to the day (minus one day) of the market bottom and strange things happen: Tech stocks outperforming, while 10-year yields retested their 3-year highs, which did not stop gold from advancing...

The easy answer is almost certainly “yes.” The more challenging question: Does a recession call rise to the level of a high-confidence forecast? No, not yet. For now, and probably for the...

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...

The Federal Reserve on Wednesday raised its target interest rate by 0.25 point, the first hike since 2018. The shift in the posture of monetary policy isn’t surprising, given the surge in...

The long-term chart of the 30-year Treasury yield may now be the most important chart in the world. For the past 30 years or so, the yield on the long bond has formed a fairly neat channel that has...

Here are the latest charts and statistics for the Commitment of Traders (COT) data published by the Commodities Futures Trading Commission (CFTC).The latest COT data is updated through Tuesday, Mar. 8...

The war in Ukraine has slowed the advance of the 10-year Treasury yield, but upside pressure is building as US inflation, already elevated, appears set to increase further in the months...

Yields on the benchmark 10-year Treasury note have seen significant swings over the past week as the fortunes of war do battle with inflation fears. The Russian invasion of Ukraine, with the increased...

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...

There’s a lot going on in the world right now and I’m thankful I don’t need to pretend to be a war general or an Eastern European expert to complete my analysis of the financial...

This article was originally published at The HumbleDollarEVERYBODY SEEMS to hate bonds right now. Can you blame them? Inflation is at a four-decade high, the Federal Reserve is sure to hike short-term...