Bond Market
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Six Years into Bond Bear Market, 30-Year Treasury Yield Hits 5.28%, Yield Curve Steepens, but Spreads Are still too Narrow
Warsh wants the bond market to do its job and look at inflation and the economy — and not at…
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TLT ETF Outflows Rise as Bond Vigilantes Push US 30-Year Treasury Yields to 5.26% – iShares 20+ Year Trea
TLT ETF Outflows Jump as US Bond Yields Soar Investors sold their TLT ETF holdings this week as concerns about…
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Long-Term Treasury Yields Surge After Fed Meeting
The biggest piece of news this week was the FOMC meeting and the press conference, which didn’t reveal a lot,…
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Bessent joins Japan to help reverse months of yen losses
The US joined Japan in engineering one of the most notable rebounds in the yen since the currency began its…
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Market Musings 010826: Violent theme rotation in market uptrend
Market Musings 010826: Violent theme rotation in market uptrend Podcast this week:Why investors should not ignore commodities (click link to…
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The three pillars of gold’s secular bull market
Gold has corrected sharply after its best two-year run in decades, but the secular bull market remains in place. To understand…
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Trump’s New Fed Stooge Gets a No Confidence Vote From the Bond Market
Jerome Powell is no longer Chair of the most important financial institution in the world, as Kevin Warsh oversaw his…
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After a 1,000% surge, the AI debt orgy can’t last forever as hidden debt explodes to $1.65 trillion
AI’s insatiable need for debt has so far been matched by investors’ appetite for it, but they may turn nauseous…
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ICE Buys MarketAxess for $5.7 Billion in Bond Trading Push
The Deal That Caught Bond Markets Off Guard Intercontinental Exchange, the company behind the New York Stock Exchange, is making…
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Treasury Bond Yields Are Soaring. Pensions, Take Note.
The Iran war, compounding federal deficits, shrinking foreign ownership of U.S. debt and the capital-intensive AI buildout have combined to…
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