Bonds Analysis & Opinion

Inflation is rising, the Federal Reserve is reacting slowly, and yields on the 10-year Treasury remain stubbornly low, fluctuating gently below 1.5%. What does this mean? Analysts are starting to...

There are people who listen to Boris Johnson as if he was someone to take seriously. Some of them even write commentary on the bond market.So when the British prime minister said Sunday there is a...

Analysts scrutinizing historical trends are befuddled by a market that reflects a situation with no precedent. We have a pandemic that won’t end and a Federal Reserve that is dragging its feet...

The benchmark 10-year Treasury note has become a barometer of COVID fears, yo-yoing as concern rises and drops. On Friday, the yield on the 10-year fell below 1.5% as the Dow crashed amid worries...

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...

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...

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...

Evergrande, a highly leveraged Chinese property company in danger of default, sent investors scrambling on Monday, shedding risky assets and shifting into safe-haven government bonds.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...

Everyone agrees investors will be paying close attention to the March consumer price index release from the U.S. Labor Department today [Tuesday]. What analysts don’t agree on—because they...