Bonds Analysis & Opinion

Two hundred and sixty Fed meetings will occur between the issuing and maturing of a United States 30-Year Treasury bond. There will be 260 times when the Fed raises, lowers, or does nothing with Fed...

The US 10-2 Year Treasury Yield Spread, a proxy for the US yield curve, has rebounded sharply over the past couple of weeks (refer to the following daily chart) from more than 100 basis points below...

There’s a “delayed reaction” dividend play (for tax-free 5% yields) waiting for us in municipal bonds right now—and it’s not going to last.I know, I know....

Turmoil in the bank industry and renewed concerns of economic headwinds are driving expectations that Federal Reserve's interest-rate hiking is at or near an end. In turn, the outlook has sparked a...

Back in August, I wrote about the U.S. yield curve’s deep inversion and why it was important. I said, “. . .This is why the U.S. yield curve is so deeply inverted. Speculators believe the...

Bank contagion has officially spread to international markets, raising fears that last week’s dramatic failures of U.S. lenders Silicon Valley Bank (SVB) and Signature Bank may be just the start...

Bonds are becoming attractive as investors are flying to safety. At one point last week, the yield on a two-year Treasury note was over 5%; that caught the attention of investors. A laddering strategy...

On March 7, we asked Will the Market Internals Turn More Bearish? While we focused mainly on Jerome Powell’s testimony, where he said,  "If the totality of the data were to indicate that...

Both the iShares Core U.S. Aggregate Bond ETF (NYSE:AGG) and the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) have reached “oversold” status on the monthly charts, which normally...

Cash is no longer trash, courtesy of sharply higher interest rates. Trailing yields on risky assets are looking up too.The source for the change in payout rates, of course, is a run of rate hikes by...

There is a time to be long, a time to be short, and a time to go fishing.As inflation skyrocketed and the Fed turned hawkish, bonds were kryptonite for investors for most of 2022: it was time to be...

The entire financial system revolves around credit. At the heart of this system lies the ability of corporations and consumers to access credit, which is largely driven by the economic cycle and the...

During Refinitiv Lipper’s fund-flow week that ended February 13, 2023, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the first week in...

US consumer inflation continues to ease, but less so than expected in January. Yesterday’s update suggests that the Federal Reserve will see the latest numbers as a new sign that pricing...