Bonds
Bonds Analysis & Opinion
Are Treasury Yields Flashing a Warning Sign for Inflation?
09.02.2025
Are Treasury Yields Flashing a Warning Sign for Inflation?
The risk of reflation has been bubbling for several months and yesterday’s economic news on prices in the services sector…
Why Are Bond Yields Rising?
09.02.2025
Why Are Bond Yields Rising?
The question asked of us most often recently: “Why are bond yields rising?” After verbally answering it plenty of times,…
Bond Vigilantes Put 5% Yield in Crosshairs
09.02.2025
Bond Vigilantes Put 5% Yield in Crosshairs
The US economy continues to roar. December’s ISM purchasing managers survey showed that services activity remains strong. The JOLTS data,…
Grim Decade for Bonds, but High-Yield Credit Wins in 2024
08.02.2025
Grim Decade for Bonds, but High-Yield Credit Wins in 2024
Here’s a decade-to-date total return chart for both theAGG ETF, and the Barclay’s US benchmark index courtesy of YCharts. This…
10-Year US Treasury Yield Showing Signs of Peaking Out Near Current Levels
20.12.2024
10-Year US Treasury Yield Showing Signs of Peaking Out Near Current Levels
The market premium for the US 10-year Treasury yield rose in October relative to a “fair value” estimate calculated by…
What Is the High Yield to Debt Bonds Ratio Saying About Market Sentiment?
20.12.2024
What Is the High Yield to Debt Bonds Ratio Saying About Market Sentiment?
With all the euphoria in the market, junk bonds help calm the noise. Why? Because Firms that issue bonds are…
Will Reflation End the US Bond Market’s Recovery?
20.12.2024
Will Reflation End the US Bond Market’s Recovery?
In mid-September, the bond market looked set to coast to a second year of recovery after a bruising run of…
Beat the Market: Invest in These 4 Discounted CEFs for Generous Dividends
20.12.2024
Beat the Market: Invest in These 4 Discounted CEFs for Generous Dividends
It’s a party on Wall Street! While the suits fawn over the hot “Trump trade” stocks, we dividend investors are…
Bond Yields May Eye Higher Ground After Soft Jobs Data, Treasury Borrowing Surge
19.12.2024
Bond Yields May Eye Higher Ground After Soft Jobs Data, Treasury Borrowing Surge
The job report on Friday delivered a big downside surprise with just 12k jobs created in October. Certainly nowhere near…
Term Premium Is Back – So Are the Bond Vigilantes?
19.12.2024
Term Premium Is Back – So Are the Bond Vigilantes?
The Bond Market is saying “This Time is Different”. The Term Premium is on the rise, and it now sits…