Bonds
Bonds Analysis & Opinion
Discover the latest news and insights on bonds. Stay updated on bond market trends with our dedicated “Bonds” section on business.co.uk.
ECB’s Lane sees June meeting as key for rate cut moves, Corriere della Sera reports
13.01.2024
ECB’s Lane sees June meeting as key for rate cut moves, Corriere della Sera reports
The European Central Bank (ECB) will have key data by June to decide on the first of a likely series…
Is It Finally Time to Go Contrarian on the Bond Market?
10.10.2023
Is It Finally Time to Go Contrarian on the Bond Market?
Psychology in markets is always fascinating. In February 2009, I wrote While in hindsight, it is easy to see…
Are Junk Bonds Sending Bearish Message to Stock Market?
10.10.2023
Are Junk Bonds Sending Bearish Message to Stock Market?
There are several indicators to watch when assessing risk across the financial markets, and today we discuss one of…
Powell Needs You to Buy Bonds so the Fed Can Buy Time
10.10.2023
Powell Needs You to Buy Bonds so the Fed Can Buy Time
Fed’s actions and projections remain disconnected from each other Powell needs to make bonds attractive in order to keep…
Several Corners of Bond Market Manage to Shine This Year Despite Treasury Selloff
10.10.2023
Several Corners of Bond Market Manage to Shine This Year Despite Treasury Selloff
The ongoing bear market in Treasury bonds is among the worst on record, but several sectors of the fixed-income…
Fund Flows Into Bonds Suggest Eventual Unwind of Bearish 10-Year Treasury Trade
10.10.2023
Fund Flows Into Bonds Suggest Eventual Unwind of Bearish 10-Year Treasury Trade
While bond yields have risen sharply lately, fund flows into bonds tell two very different stories. We have previously…
Have 30-Year Bond Yields Finally Peaked?
10.10.2023
Have 30-Year Bond Yields Finally Peaked?
Even though stocks are higher because of this, don’t get too excited that US 30-year yields look like they…
As US yields surge, how high can they go?
10.10.2023
As US yields surge, how high can they go?
Skyrocketing bond yields put markets in a spin Fed’s higher for longer calls grow louder US 10-year yield approaches…
US 10-Year Bond Yield Could Be About to Top Out
10.10.2023
US 10-Year Bond Yield Could Be About to Top Out
When we previously wrote about the 10-year government bond yield in mid-February, when it was hovering around 3.75%. Elliott…
4 Key Reasons US Treasury Market Selloff Is Likely to Continue in the Months Ahead
10.10.2023
4 Key Reasons US Treasury Market Selloff Is Likely to Continue in the Months Ahead
A perfect storm may be brewing for the bond market as a combination of factors drives yields higher. Exhibit…