Bonds Analysis & Opinion

The decision by US President Joseph Biden to nominate Jerome Powell for a second term as chair of the Federal Reserve—when it finally came on Monday—was widely expected. But there was...

The bigger-than-expected jump in inflation last week led to a quick selloff of US Treasuries on Wednesday after data showed a 6.2% year-on-year increase in the consumer price index for October. Yield...

The big story last week was how hedge funds, which amplify their gains and losses with leverage, got burned as long-term Treasury yields declined and shorter-term yields rose, flattening the yield...

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...

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...

Investors are busy scaling back their expectations for the Federal Reserve’s annual symposium this week, which is normally held in the Wyoming resort of Jackson Hole but has now been moved to an...

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...