Will the Bond Market Verify the Stock Market’s Revived Optimism?
Global stock markets have been on a tear in 2026, extending last year's rally as traders look through geopolitical turmoil and inflation fears.
Read more →Fixed Income
Bonds in Your Portfolio: Why Ditching Them Is the Wrong Move
Lately, it seems like you can’t open a financial publication without stumbling across another article declaring the 60/40 portfolio dead. The pitch is everywhere: bonds are broken, the old rules no longer apply, and inv…
Read more →The Bond Market Is Sending Gold a Debt Warning
In today’s update: US fiscal pressure and gold prices are moving in lockstep today — with the Fed frozen at 3.50–3.75%, Treasury’s own debt buyers flagging a $1.3 trillion shortfall, and services inflation stuck at a fo…
Read more →Trump’s Calls to Warsh Add Political Crosscurrent to Fed’s Path
The Federal Reserve is steering through a thicket of macro crosscurrents, and the challenge is sharpening amid a new report that President Trump has been calling Chair Kevin Warsh since he took the helm at the
Read more →Market Optimism Helps Hawkish Bias
Gold is recouping losses above $4,300 in Thursday’s Asian session as the dust settles in the aftermath of the US Federal Reserve (Fed) monetary policy decision and the signing of the US-Iran peace deal.
Read more →Wildfire Bonds Are the New Asset Class Hiding in Plain Sight
Most investors still think of catastrophe bonds as something insurers deal with, not something that belongs in a serious portfolio. This thinking is already out of date.
Read more →Rates Are Seeking New Levels to Settle
This briefing examines international students in the UK. It presents statistics on their numbers, characteristics, economic impact, what they do after their studies, and how many settle in the UK.
Read more →A Beautifully Simple Explanation for the Bounce in 30-Year Bond Yields
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Read more →Long-Term Treasury Yields Surge After Fed Meeting
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Read more →Recalibrating Rate Assumptions
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Read more →The Fed Holds and the Long End Gets Nervous
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Read more →A Fed Hike Could Shake Sentiment
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Read more →Rates Outlook: Hike Temptation
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Read more →Into the PIMCO void, Vanguard re-applies itself to active fixed-income funds and Bond Kings get a bitter taste of what the Peter Lynches of yesteryear learned the hard way - RIABiz
Into the PIMCO void, Vanguard re-applies itself to active fixed-income funds and Bond Kings get a bitter taste of what the Peter Lynches of yesteryear learned the hard way - RIABiz Into the PIMCO void, Vanguard re-appli…
Read more →'Bond vigilantes' are saddled up and ready to push rates higher, says economist who coined the term - CNBC
There's reason to be concerned about bond vigilantes, who are no longer under "lock and key" and are free to push yields higher, Wall Street veteran Ed Yardeni told CNBC on Friday.
Read more →2015 Corporate Bond Wrap-Up and First-Quarter 2016 Outlook - Morningstar
Corporate bonds performed poorly in 2015 as both investment-grade and high-yield bond indexes posted losses. Other fixed-income classes such as U.S. Treasuries and sovereign debt performed slightly better and generated …
Read more →