Bonds Analysis & Opinion

Bond investors globally are leading the charge against inflation and forcing central banks to heed price increases that are not transitory per policymakers’ repeated claims, but proving to be...

There is a good deal of confusion among investors regarding inflation. There are two schools of thought—those who think it is a problem, and those who don't.Since Treasury Secretary Janet...

US Treasury investors are anxiously calibrating inflation risks as the benchmark 10-year continues its volatility dance, with missed economic data forecasts fueling the uncertainty. The yield spiked...

Yield on the benchmark 10-year Treasury note shot up above 1.6% on Friday after a disappointing jobs report which investors decided wasn’t disappointing enough that it would stop the Federal...

Congressional dysfunction is running rampant as investors are growing genuinely worried about inflation. That's keeping U.S. Treasury yields high. Yield on the benchmark 10-year Treasury hovered just...

The US Federal Reserve is not just telegraphing its intention to start tapering bond purchases, but blaring it through loudspeakers. Yields on US Treasuries are responding appropriately.Yield on the...

The US consumer price index showed a lower month-on-month increase than expected—0.3% instead of the 0.4% in the consensus forecast—leading bond investors to adjust their expectations...

It seems the one constant in the investing world is that no matter what happens, there is always strong demand for U.S. Treasuries. That keeps prices high and yields low. High inflation? Investors can...

The stunning collapse of the Afghanistan government and the country’s takeover by the Taliban sent investors scurrying into the safe haven of U.S. Treasuries. Yields on the benchmark 10-year...

U.S. Treasury yields are plumbing depths we thought we had left behind as the Delta variant of the COVID-19 virus raises fears of a new wave of infections. In addition, there's a growing suspicion...

What do you get when inflation increases but investors still want the safety of government bonds? Record low real yields on U.S. Treasuries.The real yield strips out inflation and the rate on the...

With Jerome Powell's current tenure as Fed Chair due to end in February, 2022, President Joseph Biden may still decide to reappoint him as chairman of the Federal Reserve, but tea leaf readers might...

Investors headed for the hills Monday, dumping stocks and pouring into government bonds, pushing down yields on benchmarks to levels not seen in months. Are they on to something?Commentators...

Analysts are going through contortions to explain how Treasury yields plunged last week, puncturing all the scenarios of robust economic growth, high inflation—and rising yields.Many...