Analysis & Opinion
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,…
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…