Bonds
Bonds Analysis & Opinion
Bonds Poised to Outshine Equities by Wide Margin if Recession Hits
26.05.2023
Bonds Poised to Outshine Equities by Wide Margin if Recession Hits
I received many emails and questions on we are adding the U.S. Treasury bond to our portfolios. The question…
Long Treasuries Top Bond Market Returns This Year
18.05.2023
Long Treasuries Top Bond Market Returns This Year
Last year’s famine has turned to feast in the bond market in 2023 as the riskiest slice of fixed…
Road to Lower Bond Yields Could Prove Rougher Than Expected
17.05.2023
Road to Lower Bond Yields Could Prove Rougher Than Expected
We have been vocal that long-term Treasury bonds are an excellent investment at current yield levels. However, timing the…
10-Year U.S. Treasury Yield Peaks as Fed Signals Pause
11.05.2023
10-Year U.S. Treasury Yield Peaks as Fed Signals Pause
The wide spread between the US 10-year Treasury yield and CapitalSpectator.com’s lesser fair-value estimate continues to narrow, albeit slowly.…
Treasury Bonds Poised for a Big Move
08.05.2023
Treasury Bonds Poised for a Big Move
As the Federal Reserve continues to fight inflation by raising interest rates, the market is growing uncertain about future…
Safe-Haven Treasuries Vs. Risk Assets: Which Offers Better Yield?
05.05.2023
Safe-Haven Treasuries Vs. Risk Assets: Which Offers Better Yield?
Trailing yields have recently increased for most of the major asset classes, based on a set of ETF proxies.…
Rates Spark: Bonds are Back… In Their Range
26.04.2023
Rates Spark: Bonds are Back… In Their Range
Markets are understandably skittish about the health of the financial sector, which allows bonds to act as a safe…
Is the 10-Year Treasury Rate Set to Fall as Inflation Eases?
14.04.2023
Is the 10-Year Treasury Rate Set to Fall as Inflation Eases?
The 10-year Treasury rate continues to trade well above CapitalSpectator.com’s fair-value estimate, but the days of a large premium…
Why the Bond Market Is Becoming More Volatile
12.04.2023
Why the Bond Market Is Becoming More Volatile
Last month we looked at how stock market volatility ebbs and flowsHow Monitoring Volatility Regimes Helps Anticipate Key Market…
Junk Bonds: Best Equity Predictor
12.04.2023
Junk Bonds: Best Equity Predictor
Junk bonds are high-risk, high-yield bonds issued by companies with lower credit ratings. HYG Weekly Chart These bonds are…