Bonds Analysis & Opinion

I loaded the 60-day intraday history of all the ETFs I follow, and one of them stood out among all the rest: bonds (by way of TLT). Oh my lord, why didn’t I just put my entire account into TLT...

Rising Interest rates have been very hard on stocks and bonds so far this year.But are any ETFs doing well during this rapidly rising rate environment? Yup. The ProShares Short 20+ Year Treasury...

The US 10-year Treasury yield has been on a tear over the past two months, its rise fueled by persistent high inflation and ongoing increases in short-term interest rates by the Federal Reserve. But...

U.S. government bonds offering inflation hedging provided the only positive return for the major asset classes in last week’s trading through Friday, Oct. 14, based on a set of proxy ETFs.The...

Generally, recessions are bullish for bonds. Which makes this 3.8% bond yield a “best recession bet.”Why are we talking bonds in a year where they have all been crushed? Well, that’s...

During the 3rd quarter of this year, we saw the 10-year treasury bond yield reach its highest level in nearly 15 years.This corresponded with mortgage rates reaching levels we hadn’t seen...

Real (inflation-adjusted) yields have surged in recent weeks, raising the question of whether it’s timely to buy inflation-indexed Treasuries (a.k.a. TIPS).Maybe, but before you dive in, keep in...

The BoE has postponed the planned sale of UK government bonds amid uncertain market conditions.To stabilize the markets, the Bank of England plans to buy long-dated bonds and postpone the planned...

Inflation-adjusted interest rates are rising, rapidly. It wasn’t all that long ago that pundits and markets were worrying about the fallout from negative real rates. In short order, the risk has...

Last week marked the official start of autumn—or so we’re told. Here in San Antonio, the daytime high temperatures are still hovering in the mid-90s.The week also felt like a huge pivotal...

One major theme of 2022 is the Federal Reserve raising interest rates to squash inflation. Case in point, the Fed raised rates another 75 basis points on Wednesday.Will this be enough? What’s to...

As comments from heads of central banks go, yesterday’s press conference was relatively lucid. For anyone who remains confused about the likely path ahead for monetary policy, well, they...

The Federal Reserve is widely expected to lift its target interest rate by 75 basis points tomorrow (Wed., Sep. 21). The question is whether the bond market has priced in the change. That’s a...

The benchmark United States 10-Year Treasury Yield rose to its highest level since April 2011 as investors brace for another major interest rate hike this week.10-Year U.S. Treasury yield climbed to...