Bonds

Bonds Analysis & Opinion

Has the Bond Market Rally Peaked Already?

Has the Bond Market Rally Peaked Already?

Will the summer rally in bonds survive the autumn? Fresh doubts are bubbling as the market reconsiders a range of…
10-Year Yield Eyes Major Breakout – A Return to 5% Could Be Imminent

10-Year Yield Eyes Major Breakout – A Return to 5% Could Be Imminent

Stocks were modestly lower, but there was a clear risk-off tone throughout the day as rates rose sharply, along with…
High-Yield Emerging Markets Corporate Bonds Are Red Hot – Are They Worth the Risk?

High-Yield Emerging Markets Corporate Bonds Are Red Hot – Are They Worth the Risk?

The case for international diversification from a US-investor perspective usually centers on how to carve up a global equities allocation.…
Long Bonds Struggle at Key Resistance – What It Means for Market’s Risk Appetite

Long Bonds Struggle at Key Resistance – What It Means for Market’s Risk Appetite

Are long bonds and interest rates the current political football? Sure seems that way considering all the FED talk and…
US 10-Year Yield Premium Narrows, Signaling a Return to Normalcy After 2023 Spike

US 10-Year Yield Premium Narrows, Signaling a Return to Normalcy After 2023 Spike

The market premium for the US 10-year yield over a “fair value” estimate calculated by CapitalSpectator.com continued to narrow in…
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