Bonds Analysis & Opinion

Treasury yields are falling. They've dropped below 2.3 overnight, to the lowest since 2017, as investor demand for safety surges.The current yield is the lowest since mid-October 2017, suggesting...

While the dominant market narrative is that U.S. President Donald Trump’s sanctions against Huawei is what’s driving Treasurys up, muted reactions from the other safe-haven investments,...

Markets are not exactly in turmoil today but with geopolitical risks on the rise, they remain in “risk off” mode. Stock indices, commodities and commodity currencies were all falling when...

Benchmark US government bond prices have been inching higher and yields lower again, suggesting the recent improvement in US data has not made a big impact on interest rate expectations.If the moves...

Bond yields have fallen sharply in recent days. Most of the drop can be attributed to a collapse in real yield, as today’s chart shows. Since the beginning of this month, the US real 10-Year...

Another day, another dollar. The race to the bottom continues for government bond yields after the Reserve Bank of New Zealand became the latest major central bank to shift from neutral to dovish...

The continued effects of US yields can be felt across the entire asset class today. Following Friday, we are seeing risk sell-off in FX, equity indices and bond yields.The FX risk basket of TRY, BRL...

10-Year Treasury yields rose for the first time in more than a week today, up two basis points to 2.65 percent. The boost came as investors sold off Treasurys after Fed Chair Jerome Powell said in an...

Earlier today, we noted that sentiment so far this year has been dominated by US-China trade talks and dovish central banks.Obviously there has been a lot more to it than just that: ongoing Brexit...

As Brexit dominates headlines, it is not dominating investors. UK 2-Year and 10-Year gilt yields rose slightly to +0.825% and +1.287% (+2.46% and +2.30% percentage change) while the British pound...

Twelve months ago the main concern for markets was about what a US Federal Reserve with Jay Powell as its newly appointed chair might do with respect to US rates throughout 2018.Expectations of a US...

The Treasury yield curve is inverting as sentiment frays, partly because hopes on the U.S.-Sino trade agreement are evaporating.Treasury yield curve inversion that’s throwing eye-catching shapes...

SummaryCoordinated signals, subtle and vague from the leaders of Italy’s coalition government, are underpinning European stock markets again. Italian coalition blinks The mood—which is...

SummaryIt’s now ‘officially’ a dollar comeback week. It looks like stock markets are beginning to reflect this. FTSE MIB clings to thin weekly rise Judging by the pattern for most of...