Bonds
Bonds Analysis & Opinion
10-Year U.S. Treasury Yield Set to Head Lower After Inflation Falls
13.07.2023
10-Year U.S. Treasury Yield Set to Head Lower After Inflation Falls
The 10-year Treasury yield looks elevated relative to CapitalSpectator.com’s fair-value modeling. But after yesterday’s news that US consumer inflation…
A Solid 10% Yielding Global Bond Fund
08.07.2023
A Solid 10% Yielding Global Bond Fund
Despite challenges with contracting liquidity, poor credit quality and global recessionary trends, junk bonds have still emerged as one…
Bonds Poised to Outshine Equities by Wide Margin if Recession Hits
08.07.2023
Bonds Poised to Outshine Equities by Wide Margin if Recession Hits
I received many emails and questions on we are adding the U.S. Treasury bond to our portfolios. The question…
10-Year U.S. Treasury Yield Peaks as Fed Signals Pause
08.07.2023
10-Year U.S. Treasury Yield Peaks as Fed Signals Pause
The wide spread between the US 10-year Treasury yield and CapitalSpectator.com’s lesser fair-value estimate continues to narrow, albeit slowly.…
What Are Long Bonds Telling Us?
05.07.2023
What Are Long Bonds Telling Us?
Those who read our Daily and follow us on the media know that we talk a lot about risk…
Facing the Storm With This Emerging Markets Bond Fund
05.07.2023
Facing the Storm With This Emerging Markets Bond Fund
If you think about what the best-performing areas of fixed income are in 2023, you might land on junk…
U.S. 10-Year Treasury Yield Set to Peak Post Fed Pause
05.07.2023
U.S. 10-Year Treasury Yield Set to Peak Post Fed Pause
The market continues to price the US 10-year Treasury yield at a relatively wide spread over its “fair value,”…
U.S. Bonds Eased, Risk Assets Rallied Last Week
05.07.2023
U.S. Bonds Eased, Risk Assets Rallied Last Week
Buyers pushed up prices for most of the major asset classes last week. US bonds were the downside outliers,…
Treasury Bonds on the Verge of Breaking Out
05.07.2023
Treasury Bonds on the Verge of Breaking Out
The popular iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) has been trading in a very tight space for months. Or…
Long Treasuries Top Bond Market Returns This Year
05.07.2023
Long Treasuries Top Bond Market Returns This Year
Last year’s famine has turned to feast in the bond market in 2023 as the riskiest slice of fixed…