Treasuries

Mortgage rates are based more on forward-looking economic and monetary expectations than Fed decisions.

It plans to continue selling the same amount of longer-term U.S. debt in the current quarter as it has for the past five quarters

Washington power games signal a fundamental shift in the relationship between the Fed and the rest of the government, Eric Leeper writes in a guest commentary.

A focus on short-term debt in Wednesday’s Treasury refunding announcement could help keep down longer-term rates.

The department began July with a small cash balance and expect less cash flow in the coming months.

Traders believes that Trump’s campaign against the Fed could steepen the yield curve, and they are betting on a widening spread between short- and long-duration Treasuries.

The president wants to reduce the trillion-dollar interest cost of the government. To do so he needs the Fed to slash rates, Treasury to hike T-bill issuance, and stablecoins to boost demand.

The dollar index has rallied 2% this month and could find further support, an ING strategist says. Plus, investment newsletter commentary on retail sales, bond vigilantes, money supply, and microcap stocks.

President Donald Trump has been relentless with his criticism of Fed Chairman Jerome Powell.

Stickier-than-expected inflation could spike yields.

It’s a good time to consider active funds with flexible mandates to play offense and defense amid uncertainty about the macroeconomic environment.

A number of factors, including a lack of significant gains in auto prices, are masking the extent of the shift.

Warning signs abound following a mega-rally off the April lows.

The producer price index for total final demand was unchanged in June, the Bureau of Labor Statistics reported.

Calpers beat its assumed rate of return during the June year. But the pension fund was still outperformed by major indexes.

Wall Street is being perhaps too glib about the conflict between Russia and Ukraine.

Treasuries will be pulled into the shadow banking system, Derek Horstmeyer writes in a guest commentary.

Growing demand for stablecoins could mean lower yields on short-term Treasuries, researchers say.

Strategists at Goldman Sachs in London laid out three bearish scenarios that investors may be ignoring.

Investors have won big betting against Trump’s tariff threats. That run may not last.

The challenges of the first half aren’t over, our 11 panelists say. Where they see opportunities for the second half of the year.

A combination of tight credit spreads, a low VIX, placid bond markets, and high valuations for riskier assets could be a sign investors are complacent.

Prices of Treasury debt have settled lower each trading day in July, marking the longest streak of rising yields since mid May, according to the Dow Jones Market Data team.

Stocks are up while bonds are down. They can’t both be right.

Ultralow rates would leave the bank with little room to lower borrowing costs in response to hard times.