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The Fed Is (Almost) Powerless Against the Bond Selloff
Barrons.com1d agobearish
The Fed Is (Almost) Powerless Against the Bond Selloff

The Federal Reserve’s long-awaited rate hikes are unlikely to rescue the beaten-down Treasury market. Long-dated U.S. government bonds, as measured by the iShares 20+ Year Treasury Bond exchange-traded fund, have generated 4.4% in losses this year on a total-return basis. Consider this: The 10-year breakeven rate, which measures future inflation expectations, has only risen 0.09 percentage points this year through Wednesday, even as the 10-year Treasury yield has risen nearly a full percentage point to 5.02%, a 19-year high.

Inflation Fears and Oil Surge Rattle Markets
etf.com3d agobullish
Inflation Fears and Oil Surge Rattle Markets

<p>The summer months may have ended, but the dog days appear to be sticking around, at least for markets. With the Fed rate decision due Wednesday and new developments in the Middle East sparking renewed fears of oil shortages, bond yields are spiking. It turns out that bonds are anything but boring this year. </p>

Bond Yields Are Near 5%: New York Fed's Williams Calls That A Sign Of 'Strong Economy'
Benzinga16d agoneutral
Bond Yields Are Near 5%: New York Fed's Williams Calls That A Sign Of 'Strong Economy'

The bond market is shouting to the world that money is getting expensive. But New York Fed President John Williams sees something different behind the rise in Treasury yields. In a CNBC interview on Wednesday, Williams said the climb in long-term yields is driven in large part by a “strong U.S. economy and a strong economic outlook fueled by big investments,” pointing to artificial intelligence, data centers and technology spending broadly. Rising Bond Yields May be a Symptom, Not a Problem Will

U.S. Debt Nears $40 Trillion: The ETFs Getting Hit — and the Ones Investors Are Fleeing To
etf.com30d agoneutral
U.S. Debt Nears $40 Trillion: The ETFs Getting Hit — and the Ones Investors Are Fleeing To

<p>The 30-year Treasury yield recently hit 5.33%, a 19-year high, before Treasury intervention. Meanwhile the national debt is closing in on $40 trillion with the federal deficit on track to top $2 trillion this fiscal year. It’s a reality that's actively reshaping which ETFs win and which get punished. Here's how America's debt reality is hitting the ETF market right now.</p>

Is the Small-Cap Surge a Trend or Temporary Rotation?
etf.com31d agobullish
Is the Small-Cap Surge a Trend or Temporary Rotation?

<p>Small-caps lagged their large-cap peers for over a decade in an environment dominated by the Fed put, failing to manifest any long lasting outperformance. With so much now changed, can small-cap performance this year manage to establish a longer-term trend or will it too prove to just be a temporary rotation? Find out what the industry experts think in this episode of<em> ETF Zoo</em>. </p>

Fed- Employment Data Should Lead to Looser Policy
MoneyShow36d agoneutral
Fed- Employment Data Should Lead to Looser Policy

The July 2026 jobs report was a stark confirmation that US hiring momentum has ground to a halt. For the Federal Reserve, the data leaves little choice but to lean toward looser monetary policy to stave off further labor market deterioration, says Bryan Perry, editor of Cash Machine.

Fed- Why I'm Not Worried About Warsh's Policy Approach
MoneyShow44d agoneutral
Fed- Why I'm Not Worried About Warsh's Policy Approach

In my 40-plus years in this business, I’ve seen new Federal Reserve Chairmen and Chairwomen routinely tested by the market. Just look at the performance of the S&P 500 Index (^SPX) in Chairman Powell's first year. That said, I think the market narrative around Kevin Warsh is just wrong, maintains Nancy Tengler, CIO of Laffer Tengler Investments.

Fed- Bond Vigilantes Don't Want Talk. They Want Action.
MoneyShow50d agoneutral
Fed- Bond Vigilantes Don't Want Talk. They Want Action.

Federal Reserve officials just won't listen to us! We warned them that the economy didn't need the four cuts in the federal funds rate (FFR) at the end of 2024. The Bond Vigilantes agreed with us. Now, we conclude that the Fed has to raise short-term rates to lower long-term rates, writes Ed Yardeni, editor of Yardeni QuickTakes.