Bonds
Bonds Analysis & Opinion
Why Yield Curve’s ‘Infallible’ Recession Signal Failed This Time
04.10.2024
Why Yield Curve’s ‘Infallible’ Recession Signal Failed This Time
There are no absolutes in economic forecasting. Thinking otherwise eventually leads to trouble. Case in point: the recession warning triggered…
Where to Find the Best Buys Yielding 9%+ Amid the Bond Mania
26.09.2024
Where to Find the Best Buys Yielding 9%+ Amid the Bond Mania
I recently wrote about a trend that’s making income investors excited: After years of failing to produce decent returns, bonds…
10-2 Yield Curve Steepening Goes Unnoticed Amid Potential Economic Trouble Ahead
18.09.2024
10-2 Yield Curve Steepening Goes Unnoticed Amid Potential Economic Trouble Ahead
The 10yr-2yr yield curve has un-inverted; yet in the media? Crickets Slowly I toined [cue Brooklyn accent], step by step……
Era of High-Yields Is Ending – How to Prepare Your Portfolio For the Coming Shift
17.09.2024
Era of High-Yields Is Ending – How to Prepare Your Portfolio For the Coming Shift
The beginning of the end for the current run of peak yields looks set to start tomorrow (Wed., Sep. 18)…
Has the Bond Market Fully Priced in the Start of Policy Easing?
16.09.2024
Has the Bond Market Fully Priced in the Start of Policy Easing?
The Federal Reserve is expected to cut interest rates this week. The question is whether the bond market has fully…
Is Yield Curve Still a Reliable Recession Indicator?
13.09.2024
Is Yield Curve Still a Reliable Recession Indicator?
The US yield curve is considered to be a good leading indicator of US recession, with an inversion of the…
10-Year US Treasury Yield: Unusually High Premium Is Finally Starting to Normalize
12.09.2024
10-Year US Treasury Yield: Unusually High Premium Is Finally Starting to Normalize
The premium for the US 10-year Treasury yield continued to fall in August relative to the “fair value” estimate based…
Bonds: 2019’s Easing Cycle Set Stage for a Rally – 2024 to Follow a Similar Path?
12.09.2024
Bonds: 2019’s Easing Cycle Set Stage for a Rally – 2024 to Follow a Similar Path?
2019 was the last year investors saw what could be called a “normal” easing cycle driven by macroeconomic growth concerns…
The Best Bonds to Buy for a Recession
11.09.2024
The Best Bonds to Buy for a Recession
One year ago, I wrote to you that it was time to buy bonds again. The “index huggers” who only…
Beware of These 4 Yield Curve Patterns as Fast Un-Inversion Takes Hold
28.08.2024
Beware of These 4 Yield Curve Patterns as Fast Un-Inversion Takes Hold
The level of U.S. Treasury yields and the changing shape of the Treasury yield curve provide investors with critical feedback…