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Current yields continue to show signs of peaking, based on a broad review of the major asset classes via a set of proxy ETFs. In each of our periodic updates of yields so far this year, the numbers...
Over the last few weeks, bond markets have been on the move: 30-Year Treasury yields have rapidly surged from below 4% to almost 4.50% catching many by surprise.Yet understanding why and what drives...
What spooked the Treasury market on Wednesday, September 6th, 2023, when the 10-year Treasury yield traded up to 4.30% once again?Well the August ’23 services PMI report sure didn’t help,...
Through the above spreadsheet table, readers can take a look at various bond market asset class “annual” returns. A better comparison would be the CPI (annual) against the above...
For those who have been bullish bonds and calling for a rally throughout 2023, it has been on the back of falling growth and waning inflation such thesis have been based. By simply looking at the...
Even though it’s hard for me to imagine some kind of “shock event” from the pre-open jobs report this Friday, I look forward to seeing how the market – – particularly the...
The US corporate bond market is sending a reassuring signal to stock investors that financing fundamentals remain supportive. Spreads of investment grade (Vanguard Intermediate-Term Corporate Bond...
The Fed's minutes for their latest meeting held in July showed the committee's interest in raising interest rates further due to upside risks to inflation that are already well above their target...
The last time you could lock in a real (inflation-adjusted) yield with inflation-adjusted Treasuries (TIPS), the world was still cleaning up the mess from the financial crisis. A lot has changed since...
Rising interest rates are beginning to spook investors. And rightfully so.It’s been the fastest rise in rates in decades. And just when we thought interest rates were easing, they pushed higher...
For much of the year, the bond market has been embracing expectations that the Federal Reserve’s interest rate increases have peaked or were about to peak. The underlying logic centered on the...
The 10-year Treasury yield continues to trade at a level well above CapitalSpectator.com’s fair-value estimate, but the gap suggests that further increases in the benchmark rate are facing...
The global rise in interest rates may be peaking, a view that’s helped lift most corners of foreign bond markets year to date, based on a set of ETFs through yesterday’s close (Aug....
Global bonds rocked by Bank of Japan changes, Fitch downgrade, and Fed's outlook. Long-term bond market sees rare turbulence. Investors split: Buffett and Musk optimistic, Ackman bearish. A triple...
Interest rates continue climbing this year, but that hasn’t stopped bonds from rallying in 2023 when measured in total-return terms. The main exception is long-dated US Treasuries. Otherwise,...