Bonds Analysis & Opinion

The Ethereum community is rallying behind Ethiopia after Twitter (NYSE:TWTR) added the country’s flag to the “ETH” hashtag in the lead-up to the Tokyo Olympics.Key Takeaways Ethereum...

Just in case any of you with mortgages and other interest-bearing debt are worried about rates, I’d say this is not a situation that is going to change anytime in our natural lives.10-Year...

Investors headed for the hills Monday, dumping stocks and pouring into government bonds, pushing down yields on benchmarks to levels not seen in months. Are they on to something? Commentators point to...

Inflation-indexed Treasuries and commodities were the top performers last week for the major asset classes, based on a set of exchange traded funds. The iShares TIPS Bond ETF (NYSE:TIP) rallied for a...

Since the big CPI and PPI prints earlier this week, markets have been trying to figure out direction and sentiment. What will be the outcome of continued higher inflation prints? Capital markets seem...

The hot inflation numbers are leading to strength for bonds, which is having plenty of secondary effects. Here we see the ZB futures, which are holding on to a modest gain for the day. Looking at a...

Analysts are going through contortions to explain how Treasury yields plunged last week, puncturing all the scenarios of robust economic growth, high inflation—and rising yields. Many commentators are...

Bond yields are sending an economic warning as this past week 10-year Treasury yields dropped back to 1.3%. With the simultaneous surge in the dollar, there is rising evidence the economic...

US Treasury Bonds [represented by way of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT), shown below] has succeeded in two important breakouts: the descending trendline (green tint) and the price gap...

The 10-year Treasury yield fell sharply yesterday, dropping to 1.37% — the lowest since late-February. The ongoing decline offers more support for arguing that the reflation trade is fading. The...

Investors in U.S. Treasuries are shrugging off inflation worries and keeping yields well-contained. They seem to accept the argument from Federal Reserve policymakers that the recent increase in...

In recent weeks, I’ve been building models that estimate a theoretical “fair value” for the world’s most important interest rate: the benchmark 10-year Treasury yield (see here...

Treasury investors have been lulled into a complacency that may or may not be well-founded. The June jobs report, due out Friday, will grab some attention but is unlikely to lead to any strong shift...