Bonds Analysis & Opinion

The bull market in bond prices has been steady, durable and trustworthy. Over the past 40 years, if investors could count on anything, it was rising bonds and falling bond yields (interest rates). But...

In the first part of this research series, published yesterday, we explored rising yields and how my team and I expect markets to react to the new level of fear that may begin to enter the global...

After a blistering rise in yields last week, US Treasuries on Monday calmed down. Yields on the benchmark 10-year Treasury note receded to about 1.43% from nearly 1.46% at Friday's close after spiking...

Since shortly after the US November elections, my research team and I have been clear about our research and our belief that the bullish rally in the markets would continue to drive the strongest...

by Adam ButtonThe broader market is struggling with weather to interpret rising yields as a sign of economic improvement, inflation or dislocation in the bond market. On Thursday, an ugly rise in...

After today's gain, the United States 10-Year now sits just above a 10-year major resistance level around 1.50%, as shown on the following monthly chart. In the grand scheme of things (since...

Since late last year we have reviewed a number of “sustainability linked” bonds. With both issuers and investors in all regions focused on ESG principles, it is likely that we will...

The market largely continued last week’s mixed moves, with the S&P 500 and NASDAQ Composite mildly retreating from record highs and the Dow eking out another record close.The sentiment...

Yields on the benchmark 10-year Treasury note continued to rise on Tuesday after the U.S. holiday Monday and a weekend marked by the acquittal of former President Donald Trump in the Senate...

The Fed pledged to hold interest rates low for a very long time. What about the long end of the curve?Yields Reveal a Mini-Revolt On the Long End3-month Yield: 0.04% 1-year Yield: 0.06% 2-year Yield:...

Yields on U.S. Treasuries surged early Monday as expectations of a large fiscal stimulus grew, with the 30-year bond yield briefly topping 2%, but yields retreated from highs as the day went...

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...