Bonds
Bonds Analysis & Opinion
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…
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…
Bond Market Momentum Firmly Bullish With All Eyes on Powell’s Jackson Hole Address
26.08.2024
Bond Market Momentum Firmly Bullish With All Eyes on Powell’s Jackson Hole Address
Fixed income as an asset class is looking bullish as Fed Chairman Powell prepares to give a widely anticipated speech…
This Steady 14% Dividend Could Crush Stocks Well Into 2025
26.08.2024
This Steady 14% Dividend Could Crush Stocks Well Into 2025
Stock market predictions, of course, are just that—predictions. All of them (including mine!) should be taken with a grain of…
Curve Spreads Climb Closer to Breakeven: What It Could Mean for the S&P 500
26.08.2024
Curve Spreads Climb Closer to Breakeven: What It Could Mean for the S&P 500
Signs of cooling inflation and a slowing but still growing economy have helped drive Treasury yields lower across the curve…
10-Year Treasury Yield: Gap to Fair Value May Continue to Shrink Further
26.08.2024
10-Year Treasury Yield: Gap to Fair Value May Continue to Shrink Further
The spread between the US 10-year Treasury yield and a ‘fair value’ estimate calculated by CapitalSpectator.com continued to narrow in…