European investors are wondering how much pressure monetary tightening in the US will exert on the European Central Bank and on EU sovereign bond yields.Odds are growing that the Federal...
A triple whammy from the Federal Reserve to tighten monetary policy sent Treasuries into a tailspin last week and boosted yields on the 10-year note to 1.77% by Friday. On Monday, yields...
On Monday, yield on the benchmark 10-year Treasury note plowed decisively through its recent 1.5% ceiling after edging above it on Friday, tacking on 13 basis points to above 1.63%.Even as...
China 10-Year Yields Plunge To 18 Month Low On Surging Easing Expectations, Liquidity Injections The PBOC held its Q4 monetary policy committee meeting last Friday, December 24th, with the...
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...
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...
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...
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...
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...
Inflation is certainly the topic du jour for global investors with the most recent US inflation data doing nothing to assuage investor concerns as October’s headline inflation print of...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 about...
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 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...
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...
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...
