Bonds Analysis & Comment

The stock market keeps on pushing higher despite. Against this backdrop, investors should exercise caution due to high valuations and market cyclicality. Bonds offer attractive returns and can reduce...

Foreign fixed-income markets from a US investor perspective have been an unappealing asset class lately – with a glaring exception: corporate bonds in emerging markets. Year to date, this slice...

Government bond yields and interest rates have been rising all around the world. And investors aren’t quite sure what to make of it.Perhaps there is some complacency that has set in after years...

Bowing to recent data, Federal Reserve Chairman Jerome Powell on Tuesday conceded that inflation progress has stalled and the case for rate cuts has weakened.The Treasury market has been effectively...

The market continues to price the US 10-year Treasury yield well above its estimated “fair value,” based on the average of three models run by CapitalSpectator.com.Yesterday’s...

Muthoot Fincorp Ltd. (MFL) stands as a formidable middle-layer NBFC in India, catering to the financial needs of individuals and businesses through its array of gold loan products. With a robust...

The bond market has struggled to fully recover from the Federal Reserve’s aggressive run of interest-rate hikes in 2022-2023, but pockets of strength remain conspicuous. Within the fixed-income...

The 10-year treasury bond yield is very closely watched by banks, consumers, and active investors. It is used as a measuring stick for interest rates on loans, bond auctions, etc. When the...

By Benjamin SchroederOverall, we think the bearish sentiment can keep going in the near term. For markets, the main focus remains on the assessment of the US macro backdrop, with plenty of data this...

Even if US yields do slip into the weekend, as is quite possible, there are elements next week that will keep the bear phase element to the fore for bonds (watch core PCE carefully). The ECB simply...

Yesterday I outlined the case that several ‘fair-value’ models suggest the current US 10-year Treasury yield appears high relative to the fundamentals.As a quick follow-up, what does a...

The past few months have given investors the feeling that the 3 year (monster) rally in treasury bond yields is over.But the lull may be over. And it’s looking like bond yields (interest rates)...

The US 10-year Treasury yield spiked yesterday following the release of hotter-than-expected consumer inflation data in January.The news also convinced the market that the Federal Reserve would push...

Much of the global bond market is struggling this year, with a conspicuous exception: below-investment-grade bonds issued by companies in emerging markets.Based on year-to-date results through...