Bonds
Bonds Analysis & Opinion
Inflation Soars, Rates Fall? Here’s the Silly Error Many Investors Are Making Now
09.03.2025
Inflation Soars, Rates Fall? Here’s the Silly Error Many Investors Are Making Now
When it comes to the economy, we’re in a bit of a weird spot: The data tells us that, despite…
Long Bonds Indicate Risk Off, But With a Twist
08.03.2025
Long Bonds Indicate Risk Off, But With a Twist
What bulls do not want to see, is when the long bonds (which have turned around) outperform both the S&P…
Why Investors Are Eyeing Telegram’s 9.4% Yield Bonds
05.03.2025
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…
Will 30-Year Treasury Bond Yields Repeat 2007?
05.03.2025
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
05.03.2025
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?
05.03.2025
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?
05.03.2025
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…
10-Year Treasury Yield Nears Critical Level – Don’t Be Surprised by a Treasury Rally
01.03.2025
10-Year Treasury Yield Nears Critical Level – Don’t Be Surprised by a Treasury Rally
The chart below is the 10-year Treasury “yield” contract, traded at the CBOE. Readers can see a break in the…
10-Year Bond: Surge Is Temporary as Disinflationary Trend Isn’t Dead
21.03.2024
10-Year Bond: Surge Is Temporary as Disinflationary Trend Isn’t Dead
The US 10-year Treasury yield spiked yesterday following the release of hotter-than-expected consumer inflation data in January. The news…
Are High-Yielding Bonds in Emerging Markets Worth the Risk?
21.03.2024
Are High-Yielding Bonds in Emerging Markets Worth the Risk?
Much of the global bond market is struggling this year, with a conspicuous exception: below-investment-grade bonds issued by companies…