Bonds


Trump Extends the Dollar’s Slump. And the Buck Doesn’t Stop Here.

‘A weak dollar makes you a hell of a lot more money,’ the president says.

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Investors Are Looking Abroad to Hedge Against U.S. Turmoil. Where They’re Finding Opportunities.

The name of the game is ‘diversify,’ not ‘sell America.’

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The 10-Year Treasury Yield Is Up. Stocks Will Be Just Fine.

The higher yield shows Wall Street is nervous about inflation. Still, the stock market is confident—for several reasons—that the benchmark yield won’t inch up much more.

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Dollar Sinks Amid Yen Intervention Talk and ‘Sell America’ Momentum

The dollar is tumbling. There’s likely more weakness to come.

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Apple, Microsoft, and Tesla Earnings Loom as Stocks Stall and Risks Mount. Something’s Got to Give.

Investors are looking for Big Tech to snap the market out of its January malaise.

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Treasury Yield Spike Can’t Be Ignored. Stocks Are Vulnerable to ‘Sell America’ Pressures.

Stocks wiped out all their gains for the year on the back of a big spike in bond yields.

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Trump Got a Warning From Treasuries Selloff. How It Could Curb Greenland Tariff Threats.

Trump addresses Davos today, Mag 7 stocks reflect fear over AI trade, Netflix’s softer margin guidance overshadows earnings beat, and more news to start your day.

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Bessent Shrugs Off Bond Market Meltdown. Denmark Is ‘Irrelevant,’ He Says.

The Treasury Secretary blamed the recent selloff on surging Japanese yields, rather than the “sell America” trade.

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A Storm Blew Through the Bond Market. What Could Keep the Sell-off Going.

There is potential for more volatility in the Treasury market.

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Mortgage Rates Fall to Lowest Level Since 2022. Agents Say Buyers Are Back.

Real-estate agents in metropolitan areas across the U.S. say buyer demand perked up this month.

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AI Bonds Could Devour Credit Markets. Let Stock Investors Take the Risk.

Amazon, Meta, and other large tech companies are issuing more debt than ever. Why you should steer clear.

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Global Central Bankers Line Up to Support Fed Chair. Markets, Not So Much.

Muted reaction to a major attack on the Fed is telling.

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With Fed in the Crosshairs, the ‘Sell America’ Trade Returns

The dollar falls the most in three weeks as the U.S. Justice Department probes Federal Reserve Chairman Jerome Powell and the refurbishment of the central bank’s headquarters in Washington.

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Fidelity Gets Back in the Business of Underwriting Muni Bonds

After Citigroup exited the municipal bond underwriting business in 2024, Fidelity saw an opportunity to jump back in.

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Our Roundtable Pros See More Gains for Stocks, Especially Those Left Behind Until Now

This year’s panelists offered plenty of reasons beyond AI to expect gains in 2026. Plus, 13 investment ideas.

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How Trump’s Plan to Buy Mortgage Bonds Will Affect Rates

The president just launched his latest salvo in his battle against high mortgage rates as he tries to make home buying more affordable.

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Real Estate Stocks Jump on Trump’s Mortgage Bond Plan. Rates Hit 5.99%.

Stocks rally after President Donald Trump outlines a plan to buy $200 billion in mortgage bonds.

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Why the 60/40 Portfolio Is Back—And Poised for More Gains

Balanced funds are benefiting from higher bond yields and rate cuts. If stocks slump, bonds could provide cover.

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Bob Doll’s 2026 Predictions: International Stocks Will Outperform U.S.

The CIO of Crossmark Global Investments also expects that inflation will remain sticky for another year.

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Venezuela Bonds Surge After Trump’s Move, Paying Off Managers Who Stayed

Venezuela and PdVSA bonds are rallying sharply after a dramatic political shift, rewarding fund managers who bet on regime change despite years of sanctions and default.

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These Are the Assets That Won in 2025

Silver and gold sparkled, global stock markets surged, and bonds behaved. Here’s to a very good year.

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Copper Rally Is Still Young. 6 Ways to Play It.

Copper could outperform gold and silver in 2026, according to this market technician. Plus, investment newsletter commentary on stocks, bonds, crude.

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A Nervous Bond Market Prepares for a New Year. What to Expect.

Fed independence and inflation will define the outlook.

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Bond Markets Clear Path for Stock Rally by Ignoring a Near-Term Risk

Recent rate moves are supporting another solid stock market rally.

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Bank of Japan Hikes Rates to Highest in 3 Decades but Remains Vague on ‘Neutral’ Destination

The Bank of Japan lifts its benchmark lending rate to 0.75%, the highest level since 1995.

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