Bonds Analysis & Opinion

Is the bond bear market finally over? That is the question everyone is asking now that bond prices rallied sharply following the November FOMC policy meeting. As noted earlier: “On Wednesday,...

By Padhraic Garvey and Benjamin SchroederThe Rally In Long-End Rates Extended With the Curve Flattening AcceleratingOverall, we have now seen a drop of close to 30bp in 10-Year and longer yields over...

US Treasury yields retreated in the last week of October, as signs of easing inflation offset strong Q3 economic growth. The core price consumer expenditure index, a measure of inflation closely...

Yields on U.S. Treasury bonds shot up to levels not seen since early 2007 – the start of the subprime mortgage crisis - following Jerome Powell’s speech. The latter suggested that...

United States 10-Year yields are closing in on 5%. What's the Big Deal? What does it mean for stocks and gold?

Bonds have been selling off for quite a while now Once considered the safest investment, the sell-off has proven how risky long-duration bonds can be This is a great opportunity for investors to...

Two weeks ago I pointed out one of the effects of higher interest rates is that leveraged return strategies get swiftly worse as rates rise. Today, I want to talk about another result of higher...

The US 10-year Treasury yield continues to rise, pushing ever higher above CapitalSpectator.com’s “fair-value” estimate, which is based on averaging three models. The trend...

Rising interest rates have created a decline in treasury bonds not seen in modern times.Well, they say crisis equals opportunity.This may be the case today as we look at a long-term...

Psychology in markets is always fascinating. In February 2009, I wrote “8 Reasons For A Bull Market.” While in hindsight, it is easy to see that was the right call, overall, psychology was...

The rise in long-term U.S. Treasury yields continues, mainly due to structural changes that are expected to result in high inflation. These changes include the transition to alternative energy,...

The ongoing bear market in Treasury bonds is among the worst on record, but several sectors of the fixed-income market remain ports in a storm, based on year-to-date results through Thursday (Oct. 5)...

While bond yields have risen sharply lately, fund flows into bonds tell two very different stories. We have previously written much on the recent rise in bond yields related to economic growth, event...

The bond market rout continues to deteriorate and cause growing pains for banks.  Losses in long-maturity bonds are nearing historical levels after coming under severe pressure due to...