Bonds Analysis & Opinion

Bond yields have been going up lately, with the United States 10-Year Treasury yield rising to above 1.83%, up from 1.50% in early October. The German bund is up to -0.34% from below -0.70% in early...

In early September, we discussed how the yield curve briefly turned negative. The yield curve we referenced was the difference between the US 10-year yield and the US 2-year yield. Why was this such...

The US 10Y-2Y yield curve inverted in August which, based on historical data, means a US recession should be expected somewhere in the second quarter of 2021.Other indicators that have a pretty solid...

Global bond yields have been rising recently, thanks to progress on two yield-depressing events: Brexit and the US-China trade war.The ECB possibly reaching peak monetary easing may have contributed...

August is traditionally a volatile month in the stock markets – and this one is no exception. Already we have seen five large waves of 1,000 pips in the Dow up and down this month. As I noted...

Italy's 10-Year bond yield has dropped more than two percentage points in less than nine months. In October of last year, the Italian bond yield reached 3.69%; now it’s down to 1.54%. This has...

Unorthodox monetary policy since the post-financial crisis has always generated controversy. To ensure economic and financial stability during the financial crisis central banks expanded their tools...

Well, very low if the trend of disappointing macro data continues…As bond prices rise and yields fall, yield-seeking investors’ default position is to continue favouring equities over...

Yields on the 10-year Treasury fell back beneath the key 2% level today as investors sought shelter on growing concerns over a pending recession. Why, then, did the S&P 500 Index just hit...

The average yield on Eurozone investment grade credits has fallen to just 0.55%. This is mostly because of record-low bond yields on government bonds, but spreads are also pretty tight.Surely, a new...

The 10-Year US Treasury yield has fallen below the 2% threshold, following yesterday’s FOMC meeting.Eight out of the 17 policymakers signalled lower Fed rates this year, with seven expecting at...