Thoughts and observations on Treasuries and the direction of interest rates.
It was all 'fun and games' when the long end of the yield curve was rising, but when the 5-year Treasury yield started to move higher, that caught the Fed's attention.
Three things tell me not only isn't there a bubble, but we actually might see a near-term bounce from a trading perspective.
Cyber hacking, Covid mutations and other pressures are weighing on the market -- so this is what to do now.
When I was started at Goldman Sachs 38 years ago, I was schooled on bonds vs. stocks. The tables, however, have turned.
Be very careful using bonds as a hedge here against your equity position.
The 10-year Treasury yield had its largest single-day rise since June 5, and here's what the current sell-off could be telling us.
The Pershing Square founder's talk on CNBC of shorting high-yield bonds should be taken with a grain of salt.
The rally Monday seemed to please few; also, let's check in on that thick-lined Nasdaq channel chart and HYG.
But what can we expect from this program, what kinds of bonds should benefit, and is the Fed setting us up for disappointment?