Bonds
Bonds Analysis & Opinion
Long-Term Treasuries Rally, but Growth Outlook Dims on Recession Fears
10.03.2025
Long-Term Treasuries Rally, but Growth Outlook Dims on Recession Fears
The year started out on a solid footing for the economy and the financial markets were pricing in expectations for sustained…
Inflation Soars, Rates Fall? Here’s the Silly Error Many Investors Are Making Now
06.03.2025
Inflation Soars, Rates Fall? Here’s the Silly Error Many Investors Are Making Now
When it comes to the economy, we’re in a bit of a weird spot: The data tells us that, despite…
Economic Slowdown Concerns Top Inflation Worries for Bonds
28.02.2025
Economic Slowdown Concerns Top Inflation Worries for Bonds
Sticky inflation risk is still a threat for the bond market, but concern that the US economy is slowing has…
Long Bonds Indicate Risk Off, But With a Twist
26.02.2025
Long Bonds Indicate Risk Off, But With a Twist
What bulls do not want to see, is when the long bonds (which have turned around) outperform both the S&P…
Bonds: Real Payout Rates at 16-Year Highs – An Offer Too Good to Pass Up?
21.02.2025
Bonds: Real Payout Rates at 16-Year Highs – An Offer Too Good to Pass Up?
At a time of increased uncertainty about inflation, the relatively elevated real yields available in inflation-indexed Treasuries offer a partial…
Here’s Why Bonds Keep Holding onto Gains Despite Inflation Risks
20.02.2025
Here’s Why Bonds Keep Holding onto Gains Despite Inflation Risks
Inflation concerns continue to lurk, but the US bond market is holding on to its rally so far this year,…
Why Investors Are Eyeing Telegram’s 9.4% Yield Bonds
18.02.2025
Why Investors Are Eyeing Telegram’s 9.4% Yield Bonds
Telegram Group Inc. is a globally recognized messaging service company, offering a cloud-based mobile and desktop messaging application. Known for…
Investors Will Need a Higher Market Premium as Inflation Risks Grow
13.02.2025
Investors Will Need a Higher Market Premium as Inflation Risks Grow
The market premium for the US 10-year Treasury yield rebounded sharply in January, rising to its highest level in nine…
Safe Yields Looking Too Attractive to Miss Out on at These Levels?
12.02.2025
Safe Yields Looking Too Attractive to Miss Out on at These Levels?
Yields on most assets around the world have edged higher this year. The increase reflects a range of concerns, including…
Falling Bond Yields Suggest Growth Concerns Outweigh Inflation Risks
05.02.2025
Falling Bond Yields Suggest Growth Concerns Outweigh Inflation Risks
President Trump’s comments and executive orders have roiled markets and investor expectations, but from the vantage of the Treasury market,…