Bonds

Bonds Analysis & Opinion

Junk Bonds Versus Government Bonds: Why It Matters

Junk Bonds Versus Government Bonds: Why It Matters

When stocks are in a bull market, we tend to see assets like growth stocks and junk bonds perform well…
Emerging Market Bonds Promise Higher Yields, But Are They Worth the Risk?

Emerging Market Bonds Promise Higher Yields, But Are They Worth the Risk?

Foreign fixed-income markets from a US investor perspective have been an unappealing asset class lately – with a glaring exception:…
German 10-Year Bond Yield Nearing Historic Breakout Level

German 10-Year Bond Yield Nearing Historic Breakout Level

Government bond yields and interest rates have been rising all around the world. And investors aren’t quite sure what to…
10-Year Yield to Head Much Lower as Fed Gears Up for Cutting Rates in September

10-Year Yield to Head Much Lower as Fed Gears Up for Cutting Rates in September

The spread between the US 10-year Treasury yield vs. a ‘fair value’ estimate calculated by CapitalSpectator.com narrowed to a three-month…
Annual Treasury Returns Remain Horrid

Annual Treasury Returns Remain Horrid

The one return stat that jumped out at me, was the +0.12% 10-year annual return for the TLT. That’s pretty…
Why Follow Junk Bonds?

Why Follow Junk Bonds?

Bonds issued by companies with a credit rating of BB or lower by S&P or Fitch, or Ba or lower…
Bond Market Annual Returns Could Trend Upward: Beware of Curve Steepening

Bond Market Annual Returns Could Trend Upward: Beware of Curve Steepening

The last time the Fed cut the Fed funds rate, the Fed easing monetary policy started with Janet Yellen in…
Will Inflation Data Continue to Support the Bond Rally?

Will Inflation Data Continue to Support the Bond Rally?

A month ago it was reasonable to wonder if the worst was over for fixed-income securities writ large. Four weeks…
Is the Yield Curve Still Relevant Amid Series of Wrong Recession Forecasts?

Is the Yield Curve Still Relevant Amid Series of Wrong Recession Forecasts?

When the US Treasury yield curve inverts (short rates rise above long rates) the shift is widely viewed as a…
Macro View: Oversold Treasuries Look Like a Great Opportunity at This Point

Macro View: Oversold Treasuries Look Like a Great Opportunity at This Point

The below is Briefing.com’s weekly economic data table. April ’24 PPI and April ’24 CPI are due out Tuesday, May…
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