Bonds
Bonds Analysis & Opinion
Why Investors Are Eyeing Telegram’s 9.4% Yield Bonds
26.02.2025
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
26.02.2025
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…
Falling Bond Yields Suggest Growth Concerns Outweigh Inflation Risks
11.02.2025
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,…
Bonds: 2025 Rally Under Threat From Sticky Inflation, Potential Tariffs
10.02.2025
Bonds: 2025 Rally Under Threat From Sticky Inflation, Potential Tariffs
Several risk factors that could end the bond market’s party, but for the moment US fixed-income markets are having a…
Will 30-Year Treasury Bond Yields Repeat 2007?
10.02.2025
Will 30-Year Treasury Bond Yields Repeat 2007?
We have repeated several times the importance and implications of rising/falling interest rates. And today we come back to this…
3 Key Questions Facing Bond Market Ahead of News on Inflation, Tariffs and Deficit
10.02.2025
3 Key Questions Facing Bond Market Ahead of News on Inflation, Tariffs and Deficit
Is this the calm before the storm? Or has the danger passed? The bond market is focused on news and…
Are German Government Bond Yields Changing 44-Year Trend?
10.02.2025
Are German Government Bond Yields Changing 44-Year Trend?
Interest rates continue to dominate our recent research. And rightfully so. Big swings in interest rates have ramifications for the…
30-Year Treasury Bond Yields Targeting 6.5% or Higher?
10.02.2025
30-Year Treasury Bond Yields Targeting 6.5% or Higher?
In just 4 years, the trend (and investment theme) of low interest rates has been turned on its head. During…
US 5-Year Treasury Yields Offer a Rare Premium With Inflation Risks Back in Focus
09.02.2025
US 5-Year Treasury Yields Offer a Rare Premium With Inflation Risks Back in Focus
Inflation risk is topical again, as I’ve been discussing this week. As a result, the bond market is demanding a…
10-Year Yields Could Stay Elevated as Sticky Inflation Meets Fed Easing in 2025
09.02.2025
10-Year Yields Could Stay Elevated as Sticky Inflation Meets Fed Easing in 2025
The backup in bond yields since mid-September did not surprise us. But it has surprised lots of other financial pundits,…