Treasuries


Bonds Are Headed for a Volatile Summer. Focus on the Fed Pick.

The president is expected to act early to choose a replacement for Federal Reserve Chair Jerome Powell.

4 minute read

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Dollar’s Slump Is Worst Since 1980s. Don’t Expect a Quick Rebound.

The currency is falling despite factors that ordinarily would support it.

3 minute read

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Bond Market Prepares for Big Treasury Auction to Settle Demand Doubts

The U.S. Treasury Department is selling $22 billion worth of bonds maturing in 30 years on Thursday.

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10-Year Treasury Auction Was Strong Again in Positive Sign for U.S. Assets

It was a fourth consecutive robust offering.

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The 10-Year Auction and Inflation Data Could Jolt the Bond Market

Bond yields and prices have been in a holding pattern in recent days. That could change.

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Bond Markets Are Back on Inflation Watch After Surprising Jobs Data

The job market is slowing. Worry about prices persists.

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Politics-Based Investing Sounds Smart. But These Strategies Work Better.

Investors should pay attention to where the government is spending our tax dollars, but that doesn’t mean chasing returns based on political movements.

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Investment Pros: Here’s How We’re Navigating Trump 2.0

Investment advisors weigh in with the market moves they are making in the trade-war era.

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Bonds Are Headed for a Long Reckoning With Global Spending

It may be less like a crack and more like a slowly leaking balloon.

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Bond Markets Charge into Jobs Report. It May Not End Well.

Economists are expecting a modest net gain in employment in May, but the bond market appears to be pricing in a weaker result.

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Wall Street Isn’t Ready to Trust This S&P 500 Rally

The median call among 17 banks and investment groups is for the index to end the year at 5950 points, 0.3% lower than Wednesday’s closing level.

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Why the S&P 500 Could Hit 6200 Despite a 5% Bond Yield

The yield on the 10-year Treasury note has been moving largely higher since late April, though it fell on Wednesday.

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Bond ETFs to Buy in a World of Trump-Induced Volatility

There are plenty of relatively safe options for income despite all of the recent turmoil. 

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Cracks Are Appearing in the Tariff-Era Economy. Think Stagflation.

The latest data suggest slowing economic growth with the potential for faster inflation.

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The Stock Market Is Brushing Off Higher Interest Rates. That’s Weird.

Stocks gained about 6% in May as 10-year rates rose 24.5 basis points, or hundredths of a percentage point.

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Fed’s Bostic Sees 1 Rate Cut in 2025. Tariffs Could Derail That.

“There is a great deal of uncertainty out there, making it quite difficult to forecast with confidence,” the Atlanta Fed president wrote in a letter published Tuesday.

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Trump’s Tax Bill Is Testing the Dollar. This Red Flag Matters More.

The dollar’s worst start to a year on record, Bristol Myers plans to develop new cancer drug, Apple’s WWDC is coming, and more news to start your day.

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Warsh Says Fed Officials Shouldn’t Be ‘Pampered Princes’, Defends Trump’s Criticism of Bank

The former Fed governor is widely viewed as one of the president’s top choices to succeed Federal Reserve Chair Jerome Powell next year.

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Market Dodges Inflation Knockout as Economy Spars With Tariffs

“Float like a butterfly, sting like a bee,” Muhammad Ali used to say. “The hands can’t hit what the eyes can’t see.”

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I Never Thought I’d Say This: Buy TIPS

The yield on 30-year Treasury inflation-protected securities is at the highest level since 2010. Why this longtime Treasury bear sees opportunity.

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Higher Long-Term Bond Yields Go Global. How to Profit.

A breakout from a 21-year base would signify the start of a new long-term cycle of much higher Treasury bond yields.

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Markets Are on Bond-Auction Watch. These Are the Ones to Worry About.

The U.S. is selling $183 billion of debt, while Japan is selling 40-year bonds following a poorly received auction of 20-year paper.

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The Rise in Long-Term Interest Rates Is Bad News for Stocks

The Big Beautiful Bill makes for ugly deficit math. That’s one of many factors pushing up long-term Treasury yields.

Long Read

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Rattled by Deficits and Inflation? Think Short-Term and High-Yield.

BlackRock manager Russ Brownback is broadly bullish, suggests avoiding long-duration bonds, and believes the junk market is healthy. He sees a golden age for income.

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U.S. Treasuries Might Be Wildly Undervalued. Here’s an Example.

Plenty of cynics focused on the government bonds’ levels and the impact of U.S. fiscal profligacy this week.

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