Bonds – analysis and expert opinions
Bonds – analysis and expert opinions
Treasury Yields Jump As Inflation Fears Escalate
04/19/2022
Treasury Yields Jump As Inflation Fears Escalate
Anyone who has their head screwed on straight is now likely really afraid of inflation. And soaring Treasury yields clearly…
Bond Fund Flow Capitulation
04/17/2022
Bond Fund Flow Capitulation
Global bond yields breakout to fresh 7-year highs as market participants expect upwards of 250bps of Fed rate hikes in…
U.S. Treasury Bond Yields Testing Trend-Change Inflection Point
04/13/2022
U.S. Treasury Bond Yields Testing Trend-Change Inflection Point
Monthly Inverted Yield Charts For 2-, 5-, 10-, 30-Year Bonds. Over the past two years, we have seen inflation soar.…
The Secular Interest-Rate Trend Has Changed
04/11/2022
The Secular Interest-Rate Trend Has Changed
For 36 years the yield on the 10-year T-Note moved lower within the channel drawn on the following chart. Depending…
10-Year Treasury Yield ‘Fair Value’ Estimate
04/08/2022
10-Year Treasury Yield ‘Fair Value’ Estimate
The US 10-year Treasury yield continued rising on Thursday (Apr. 7), reaching 2.66% — the highest in over three years.…
French Elections Revisit 0.5
04/07/2022
French Elections Revisit 0.5
French presidential elections are due this month, which means fresh selling of French government bonds on the usual fear of…
What Are Yield Spreads Saying?
04/07/2022
What Are Yield Spreads Saying?
US investment grade and high yield spreads jumped earlier this year, but then retreated in late March (albeit within an…
Treasury Bears Still Have The Advantage
04/06/2022
Treasury Bears Still Have The Advantage
Our forecast for bonds last September has held up very well, as did the forecast before that one. Here, we…
Will An Inversion In U.S. Bond Yields Trigger A Recession?
04/06/2022
Will An Inversion In U.S. Bond Yields Trigger A Recession?
Worries of a looming recession intensified late Thursday last week after the yield on the United States 2-Year Treasury bonds…
Treasury Bonds ETF Teetering After Worst 2-Years In History!
04/05/2022
Treasury Bonds ETF Teetering After Worst 2-Years In History!
Treasury bonds have left a bad taste in investors’ mouths for the past couple of years. And this collective “UGH!”…
