Bonds


Worries About the Bond Market Are Rising. Don’t Sell.

Easing monetary, fiscal, and regulatory policies creates a “triple easing,” which means the current credit cycle has room to run.

3 minute read

Go to article

The Fed Is Buying Billions in T-Bills. Just Don’t Call It Quantitative Easing.

The Federal Reserve cast the move as management of money-market conditions. Others see coordination with the Treasury to help fund the deficit and suppress long-term yields.

4 minute read

Go to article

Hassett Says He Would Be Independent at the Fed. Some Who Know Him Worry.

Barron’s spoke with former colleagues of the leading candidate to replace Chair Jerome Powell.

Long Read

Go to article

The Fed Might Not Be Done Cutting Rates. The Labor Market Is a Factor.

Markets continue to price in over two cuts in 2026, betting that labor-market softness will outweigh lingering inflation pressures.

4 minute read

Go to article

Mortgage Rates Tick Lower After Fed Move. What It Means for Home Sales.

The Fed’s decision to cut interest rates helped moved the 10-year Treasury yield lower—and mortgage rates by extension.

2 minute read

Go to article

The Stock Market Would Be Unthrilled With a ‘Hawkish’ Cut

The outlook for interest rates next year has changed notably over the past month.

3 minute read

Go to article

58 S&P 500 Stocks Have Dividends Higher Than Treasuries. 10 Look Better Than Bonds.

As Treasury yields fall, dividend stocks with higher payouts and room to maintain them are becoming an appealing bond alternative.

3 minute read

Go to article

Bond Markets Don’t Expect a Dovish Fed. That Could Test the Santa Claus Rally for Stocks.

A rate cut from the central bank that is considered hawkish could keep stock market gains muted in December.

3 minute read

Go to article

PCE Report Says Inflation Isn’t a Problem. The Bond Market Disagrees.

Treasury yields are on the move. And not in a good way.

3 minute read

Go to article

Home Prices Will Inch Up. Where You’ll Pay Less.

Buyers in some places will feel more relief from high costs as supply and demand cause prices to fall in certain parts of the U.S. and rise in others.

2 minute read

Go to article

U.K. Budget Leak Causes Chaos. How Markets Reacted to the 'Complete Shambles.'

Finance minister Rachel Reeves said the leak by the government spending watchdog was "deeply disappointing" and a "serious error."

2 minute read

Go to article

Bond Markets Have Europe’s Biggest Economies in a Bind. Why It’s a Warning for Trump.

The U.K. government has been struggling to plug a fiscal hole, shying away from both tax hikes and spending cuts.

Long Read

Go to article

Is the Market Open Today? Here Are the Trading Hours for Veterans Day.

Here is what investors should know about trading hours on Tuesday.

3 minute read

Go to article

How Much a 50-Year Mortgage Saves You Now, Costs You Later

President Donald Trump’s suggestion of a 50-year mortgage and its drawbacks highlight the challenge of solving for high home purchase costs.

3 minute read

Go to article

The Shutdown’s End Is a Band-Aid, Not a Cure, for What Ails the Stock Market

An end to the shutdown helps. But it wasn’t what markets were concerned about.

3 minute read

Go to article

Fed's Hammack Says Central Bank Should Pause Rate Cuts

The Cleveland Fed president worries more about inflation than a cooling labor market.

2 minute read

Go to article

Supreme Court Grills Trump Admin. What the Hearing Means for Tariffs.

The Republican-appointed justices appeared divided in the depth of their skepticism to the government’s case.

Long Read

Go to article

Bank of America Stock Slides as Firm Holds First Investor Day in 14 Years

Bank of America raised key financial targets on Wednesday during the company’s first investor day since 2011. Investors appeared underwhelmed.

3 minute read

Go to article

Mortgage Bonds Offer Up Bargains for Yield-Hungry Fund Investors

Recent bond market dynamics make mortgage-backed securities especially attractive for risk-averse investors. Here are three funds to consider.

4 minute read

Go to article

Treasury Trading Desks Brace for Tariff Legal Battle and U.S. Debt Plans

Amid a data blackout due to the government shutdown, traders now face a single day on which the demand and supply sides of the market are being thrown into question.

3 minute read

Go to article

Meta Stock Took a Dive. It’s the Poster Child for the Debate Over AI Spending.

The company is testing the math behind the artificial-intelligence buildout: How long can you increase capital expenditures out of cash flow—and what do you do when you hit the wall?

4 minute read

Go to article

Treasury Is About to Reveal Its Borrowing Plans. Why That’s Important.

Treasury plans typically don’t get nearly the attention of Federal Reserve announcements. But its statement could affect bonds, and in turn other asset prices.

Long Read

Go to article

Mortgage Rates Climb After the Fed Cut. Here’s Why.

Mortgage rate fluctuations could carry less heft in a housing market restrained by buyer hesitance.

3 minute read

Go to article
BREAKING

ECB Holds Interest Rates Steady Again. Why It's in a Different Place to the Fed.

Euro zone inflation has been running close to 2% for months now, which is good news for the European Central Bank.

1 minute read

Go to article

of 11 pages