Bonds

Bonds Analysis & Opinion

Rates Spark: The ECB Pushes Back

Rates Spark: The ECB Pushes Back

EUR curves bear flattened at the start of the week with the European Central Bank leaning against aggressive market pricing.…
Bond Market, Gold, Yield Curve and the Changes to Come

Bond Market, Gold, Yield Curve and the Changes to Come

  While it is far from the only important indicator for the markets, the 10-2 Year Treasury Yield Spread is…
10-Year Treasury Yields Inch Closer to Fair Value, but There’s Still Room to Run

10-Year Treasury Yields Inch Closer to Fair Value, but There’s Still Room to Run

  The US 10-year Treasury yield continues to fall, which is narrowing the gap between the higher market rate and…
Bond Market Could Be Hinting at Inflationary Steepening of the 10-2 Year Curve

Bond Market Could Be Hinting at Inflationary Steepening of the 10-2 Year Curve

  After a gentle disinflationary easing, the bond market could be hinting at an inflationary steepening of the 10-2 Year…
Rates Spark: The Side Effect of Weighing the Scenarios

Rates Spark: The Side Effect of Weighing the Scenarios

  10Y Bunds got pushed back to 2.2% but still struggled to move past that hurdle despite a heavy supply…
Healthy Labor Market, Inflation Approaching 2%: Is the Fed’s Job Done?

Healthy Labor Market, Inflation Approaching 2%: Is the Fed’s Job Done?

Macro investing without deeply understanding bond markets is like eating soup with a fork. You can still somehow make it,…
German Bond Yields Reach Sink or Swim Moment: What’s Next?

German Bond Yields Reach Sink or Swim Moment: What’s Next?

  Just as interest rates are pulling back, one particular government rate appears to be nearing an important moment. The…
Are Junk Bonds Starting to Weaken? Stock Bulls Hope Not

Are Junk Bonds Starting to Weaken? Stock Bulls Hope Not

  Several risk-on indicators surged higher into year-end, such as small-cap stocks and junk bonds. And as we typically see,…
Bonds Are Roaring Back to Life: Should You Invest Now?

Bonds Are Roaring Back to Life: Should You Invest Now?

  The US bond market has had a rough ride for much of the past two years, but the powerful…
Are Bond Yields Facing Historic Overbought Correction?

Are Bond Yields Facing Historic Overbought Correction?

  The past few years have seen interest rates soar. But perhaps it’s a case of too far, too fast.…
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