Should I Buy Bonds Now? The 10-Year Treasury ...

US consumer sentiment is hovering near record lows ahead of the midterm elections, a troubling signal given that consumer spending drives roughly 70% of the American economy. We break down what falling confidence means for corporate earnings, retail stocks, and the broader econom ...  Show more

The Bank of Japan is expected to hold rates steady while leaving the door wide open for a December hike — a delicate balancing act with massive implications for the yen carry trade and global capital flows. We examine how shifts in Japanese monetary policy ripple through US bonds ...  Show more

The Federal Reserve has spent more than a decade buying up government debt as part of a post-2008 program to support the economy, also known as quantitative easing. Now with inflation reaching record highs, those days are over, and a new era of quantitative tightening is emerg ...

The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dollars worth of bond purchases that it started making during the depths effort to offset the effects of the Covid-19 pandemic. It's not the first time that the Fed has undertaken 'quan ...  Show more

The US government bond market appears to be out of step with CPI, a booming economy and money printing by central banks - what gives? We review two Federal Reserve officials explain that QE is very, really, super powerful (and that's why the bond market signals are haywire).</ ...