Bonds Analysis & Opinion

Evergrande, a highly leveraged Chinese property company in danger of default, sent investors scrambling on Monday, shedding risky assets and shifting into safe-haven government bonds.Yield on the...

The US consumer price index showed a lower month-on-month increase than expected—0.3% instead of the 0.4% in the consensus forecast—leading bond investors to adjust their expectations...

With real rates trading below zero right now, many yield-starved investors are being forced into riskier and riskier assets, including high-yield junk bonds. But even these are no longer offering a...

Most pundits expect the Federal Reserve Board to start a gradual withdraw of its easy money policies in the near term. And while Fed Chair Jerome Powell stated at the end of the annual Jackson Hole...

Utilities ran away with first place yesterday rising over 1% despite the S&P being slightly lower. Is the recent bout of strong demand for longer-term Treasury auctions and flight to utilities a...

U.S. Treasury bonds experienced a bear market and added selling pressure following the coronavirus flash crash as bond yields bottomed in early 2020. The move higher in yields since then peaked early...

Uncertainty remains elevated for the economy, inflation, monetary policy and the path of the pandemic as the final quarter of 2021 approaches. As investors struggle to get a handle on how the final...

2021 has been a great year for equity investors. The Nasdaq 100 and S&P 500 ETFs are up between 20% and 25% on the year! But while it’s felt like a risk-on kinda year, there’s...

The above graph from the St. Louis Fed’s database shows the option-adjusted-spread (OAS) on the investment-grade or high-grade corporate bond index, and presently the spread is about...

US bonds were last week’s outlier, posting a slight decline. Otherwise, all the major asset classes rose last week, based on a set of ETFs for the trading week through Aug. 27.Leading the...

We have a big week in financial markets. and the bond market and currencies are consolidating. Specifically, the 10-year yield has been developing a triangle consolidation for the last couple months....

Investors are busy scaling back their expectations for the Federal Reserve’s annual symposium this week, which is normally held in the Wyoming resort of Jackson Hole but has now been moved to an...

Investment-grade US fixed income provided relief from the losses that otherwise weighed on the major asset classes last week, based on a set of exchange-traded funds.Vanguard Total Bond Market Index...

The stunning collapse of the Afghanistan government and the country’s takeover by the Taliban sent investors scurrying into the safe haven of U.S. Treasuries. Yields on the benchmark 10-year...