Bonds
Bonds Analysis & Opinion
Will Fed’s Rate Cuts Bring Relief for the Battered Long Bonds?
21.03.2024
Will Fed’s Rate Cuts Bring Relief for the Battered Long Bonds?
Modest gains in some corners of fixed income contrast with sharp losses elsewhere for year-to-date results with the broadly…
Growth Surprises Could Nudge Up Bond Yields
21.03.2024
Growth Surprises Could Nudge Up Bond Yields
The US economy has surprised to the upside over the past few weeks but yields have not shown much…
Rates Still Look Up Amid Contained Banking Concerns
21.03.2024
Rates Still Look Up Amid Contained Banking Concerns
A lack of notable data releases allows EUR rates to look up again amid hawkish central bank talk. Banking…
Treasury Market Misjudges Timing on First Rate Cut, Again
21.03.2024
Treasury Market Misjudges Timing on First Rate Cut, Again
We’ve been here before. In the spring of 2023, the bond market rallied sharply, effectively forecasting a rate cut…
2-Year Treasury Bond Yields Near Important Fibonacci Support
21.03.2024
2-Year Treasury Bond Yields Near Important Fibonacci Support
The Federal Reserve has paused its interest rate hikes and inflation data seems to be leveling off. We’ll see.…
As US yields surge, how high can they go?
31.10.2023
As US yields surge, how high can they go?
Skyrocketing bond yields put markets in a spin Fed’s higher for longer calls grow louder US 10-year yield approaches…
US 10-Year Yield: Is It Too Early to Cheer?
26.10.2023
US 10-Year Yield: Is It Too Early to Cheer?
The 10-year Treasury yield respected the 5% level – this is not a big surprise. However, to join the…
Bond Market Selloff: Time to Reevaluate Your Definition of ‘Risk-Free’ Investment
24.10.2023
Bond Market Selloff: Time to Reevaluate Your Definition of ‘Risk-Free’ Investment
Bonds have been selling off for quite a while now Once considered the safest investment, the sell-off has proven…
Bond Market Noise Masks a Golden Buying Opportunity
24.10.2023
Bond Market Noise Masks a Golden Buying Opportunity
Treasury yield levels are overwhelmingly a function of inflation. However, in the short run, a plethora of influences can explain…
10-Year Yields Show No ‘Flight to Safety’ Yet
24.10.2023
10-Year Yields Show No ‘Flight to Safety’ Yet
While the US 10-year yield is looking at the recent resistance before the 5% level, we cannot talk about…