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Mixed Bag
The 10-year US Treasury bond yield fell to 4.36% today on a batch of weaker-than-expected economic indicators. Bond investors…
Bond Market
57 posts
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Happy Day
Today is a happy day for stock investors. They are pleased that President Donald Trump had a pleasant phone call…
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Is A US Government Debt Crisis Imminent?
Stock investors have been less "tarrified" about President Donald Trump's tariffs since April 9, when he…
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Let Them Eat Tariffs!
Walmart warned last week that it will have to raise prices because of President Donald Trump's tariffs. On…
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Bonds Are Stirred, Not Shaken
The S&P 500 is down roughly 10% from its record high on February 19. Considering Trump's…
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Are Tariffs Inflationary Or Deflationary? Are They Really ‘A Beautiful Thing?’
Until recently, the message from the bond market has been that tariffs are deflationary because they depress global economic activity.…
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MARKET CALL: Bond Vigilantes Spooking Stock Jockeys
Last year, during August, we anticipated that US bond yields would rebound. Indeed, they have. During December, we expected a…
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Modern Monetary Magic At Work
Republican Everett Dirksen was the Senate Minority Leader during the 1960s. Cautioning that federal spending had a way of getting…
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Powell & Co. Slams The Pedal To The Metal
Wow, the Fed lowered the federal funds rate (FFR) by 50bps yesterday and the economy is already responding. Jobless claims…
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Treasuries Anticipating Trump 2.0?
Long-term US government bond prices fell sharply since the presidential debate on Thursday evening. The 10-year Treasury yield rose from…
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Anatomy Of The Bond Yield
We expect that the 10-year US Treasury bond yield will remain rangebound between 4.00% and 5.00% for the…
