The challenges of the first half aren’t over, our 11 panelists say. Where they see opportunities for the second half of the year.
Long Read
Junk issuance in the European Union smashed records in June as investors gobbled $27 billion in subinvestment grade corporate paper.
3 minute read
A deal with the European Union could be near, but has not been announced.
3 minute read
The new additions include an actively managed strategy that aims to outperform the broad Treasury market.
2 minute read
Stocks are up while bonds are down. They can’t both be right.
3 minute read
Treasury yields are up this month, and prices are down. Investors should keep an eye on issuance, tariff plans, and the Fed.
4 minute read
Fifty years ago, President Richard Nixon famously leaned on Fed Chair Arthur Burns to keep interest rates low going into the 1972 presidential election. It didn't end well.
4 minute read
The bill reduces health insurance for many low-income Americans, increases the budget deficit, and cuts government support for clean-energy projects.
2 minute read
The bill extends the 2017 tax cuts originally passed during Trump’s first term, among other provisions. The president plans to sign it soon.
Long Read
The Treasury market seems to be in a precarious equilibrium.
3 minute read
The Senate is racing to advance President Donald Trump’s signature tax and spending legislation ahead of Republicans’ self-imposed July 4 deadline.
4 minute read
Barron’s has long favored dividend-paying stocks for those seeking income. But bonds now deserve a hard look because they are so attractively priced.
Long Read
A fractured Fed gives the president more ammunition and further fuels the narrative that the Fed is too late in cutting rates.
3 minute read
Trump maintains that Iran's nuclear program has been destroyed. Oil prices stay lower.
4 minute read
Ed Perks, manager of the 73-year-old Franklin Income Fund, is investing equally in stocks and bonds, often from the same companies. He shares some picks.
Long Read
Investment grade and Treasury bonds are seen as potential relative outperformers for the rest of 2025.
3 minute read
Bond investors might be worried about the wrong thing.
2 minute read
The U.S. strikes Iranian nuclear facilities, the president says.
Long Read
With U.S. markets closed for the Juneteenth holiday, global investors were weighing up a potential escalation in the Israel-Iran conflict.
3 minute read
The Bank of England has been slowly reducing borrowing costs since the middle of last year, but inflation is still well above target.
2 minute read
In April, foreigners sold a net $40.8 billion of U.S. notes and bonds that had more than one year to maturity.
2 minute read
Treasury-bill ETFs are rapidly gaining in popularity and challenging money-market funds and bank deposits as a place for retail investors to park cash.
Long Read
Foreign investors bought less of the supply than usual.
2 minute read
The president is expected to act early to choose a replacement for Federal Reserve Chair Jerome Powell.
4 minute read
The U.S. Treasury Department is selling $22 billion worth of bonds maturing in 30 years on Thursday.
2 minute read