Bonds Analysis & Opinion

Short post, but it’s been one I've thought about for a few weeks.Municipal bonds have done well since the election, since a Democratic Administration is typically good for additional state and...

Government bonds are sending mixed messages as political currents roil investors. U.S. Treasury yields have been going up and down as new COVID-19 vaccines show positive results and GDP figures meet...

The U.S. Treasury market is confused, or so it appears. While nominal yields have been rebounding recently, real (inflation-adjusted) rates keep falling, plumbing deeper into the sub-zero realm. One...

The US yield curve, represented on the following weekly chart by the spread between the United States 10-year T-Note yield and the 2-year T-Note yield, has been steepening since the third quarter...

Treasury yields tumbled on Monday as a raft of bad news sent investors to the safe haven of U.S. government bonds.Where to begin? It turns out Democrats don’t have as complete control of the...

Ethereum stole the crypto spotlight after rising to new all-time highs, but market participants seem concerned about whether it could climb further.Key TakeawaysEthereum looks fundamentally strong as...

US bonds have been breaking down for about a year now, and although there will be small bounces along the way, the pattern is fairly clear. The next meaningful resistance is the price gap on TLT...

Bond investors kept their eye on the ball as the prospect of a Democratic president and Democratic control of Congress makes further stimulus and other government spending a near-certainty.Markets...

For the past three decades, one thing investors could count on was lower yields and rising bond prices (due to inverse relationship). The Federal Reserve was dovish and a competitive market (due to...

The yield curve looks pretty good.  Long-term rates still are recovering. The expected date of the first short-term rate hike also appears to be coming closer.  This all seems like good...

The prospect of a substantial sale of EU bonds over the next few years is enlivening the European government bond market after the debut of SURE bonds in October was massively oversubscribed with...

After months of brinksmanship and the posturing that goes with it, Britain and the European Union seem to be getting serious about concluding a last-minute post-Brexit trade deal. Negotiators have...

The implied inflation forecast via Treasury yield spreads continues to creep higher, but today’s November report on consumer prices is expected to reaffirm that pricing pressure remains muted....

The decline of the US Dollar this year has been a bullish force for American investors holding foreign bond funds. The sliding value of the world’s reserve currency is helping offset low and...