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Growth, AI capex support U.S. stocks despite higher yields: Wells Fargo
[Abstract business graph of AI growth. market growth, analysis, and future projections.] MF3d While higher interest rates (SHY [https://seekingalpha.com/symbol/SHY]) (TLT [https://seekingalpha.com/symbol/TLT]) (IEF [https://seekingalpha.co…
AI boom shields stocks from G7 bond bear market: Jefferies
[Trading charts background] da-kuk/E+ via Getty Images A sharp decline [https://seekingalpha.com/news/4648050-consumer-confidence-unexpectedly-declines-in-september] in U.S. consumer confidence signals an impending political rout for Repub…
BofA’s Hartnett calls on investors to ‘buy humiliation’ in bond rout
[Treasury bonds is shown on the conceptual business photo] Andrii Dodonov/iStock via Getty Images Bank of America's Michael Hartnett is recommending investors to "buy humiliation" and start adding bonds to their portfolios as long-run U.S.…
U.S. Dollar Index reaches highest level since April 2025
[Isolated Dollar Chart] ImagePixel/iStock via Getty Images The U.S. dollar (DXY [https://seekingalpha.com/symbol/DXY]) rose to an 18-month high this week as interest rates (SHY [https://seekingalpha.com/symbol/SHY]) (TLT [https://seekingal…
Jobs report to offer brief relief from bond selloff - Pantheon Macro
[Treasury bonds is shown on the conceptual business photo] Andrii Dodonov/iStock via Getty Images September's employment report [https://seekingalpha.com/news/4648676-look-past-the-noise-in-the-upcoming-september-jobs-report-to-focus-on-th…
30-year 'Covid bond' hits record low amid yield surge
[Treasury bonds concept. American flag, dollars and plate.] designer491 A 30-year U.S. Treasury bond (US30Y [https://seekingalpha.com/symbol/US30Y]) issued at the onset of the pandemic has seen its value plunge to unprecedented depths as s…
Yardeni blames unwinding of yen carry trade for global bond rout
[Global Currency Shift Led by Yuan Symbol – Rising Arrows of Economic Growth in Red and Pink Tones] J Studios After years of cheap borrowing masking massive government deficits, the unwinding of the Japanese yen (USD:JPY [https://seekingal…
Stablecoin demand for U.S. Treasuries to hit $400B by 2030: San Francisco Fed
[3d render of computer keyboard with Tether button] ayo888/iStock via Getty Images Stablecoin issuers are increasingly stepping in as buyers of short-term U.S. government debt (VGSH [https://seekingalpha.com/symbol/VGSH]) (SHV [https://see…
Surging bond yields mark end of decade-long TINA era
[Treasury bonds is shown on the conceptual business photo] Andrii Dodonov/iStock via Getty Images The era of "there is no alternative," or TINA, to stocks is seemingly dead as global bond yields surge back to historical norms. According to…
Bank of America Just Declared a ‘Generational Entry Point’ in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Long-dated U.S. Treasuries have officially reached their worst 10-year rolling performance in a century. That's according to Bank of America Securities Chief Investment Strategist Michael Hartnett. A 10-year rolling annualized return for T…
Resilient corporate earnings keep U.S. equity outlook up - Wells Fargo
[Wall street sign on manhattan] franckreporter/iStock via Getty Images Wells Fargo Investment Institute remains constructive on U.S. large-cap equities (SPY [https://seekingalpha.com/symbol/SPY]) (VOO [https://seekingalpha.com/symbol/VOO])…
Global yield spike reflects energy shocks, not policy failure - TS Lombard
[Percentage Sign On Top Of Coin Stacks Before Blue Financial Graph] MicroStockHub Dario Perkins of TS Lombard is pushing back against media narratives framing the global bond selloff as a crisis of credibility for Treasury Secretary Scott…
SA analyst: Lower yields could ignite stocks and crypto
[Wall Street Subway Tiles] Wall Street rallied Friday after the latest consumer inflation report came in broadly in line with expectations, helping ease concerns over price pressures and supporting a rebound across risk assets. Seeking Alp…
10-year Treasury auction brings afternoon relief to bond market
[Treasury bonds is shown on the conceptual business photo] Andrii Dodonov/iStock via Getty Images A robust auction of 10-year U.S. Treasury notes (US10Y [https://seekingalpha.com/symbol/US10Y]) on Wednesday offered a welcome dose of aftern…
Are hedge funds the new biggest threat to U.S. Treasuries?
[Emerging Financial Data - Stock Market, Prosperity, Bull Market - Blue Version] DKosig Hedge funds appear to have replaced China (MCHI [https://seekingalpha.com/symbol/MCHI]) as the main systemic threat to the U.S. Treasury market, accord…
Norway wealth fund weighs $80B cut to U.S. Treasury holdings
[Norway 2026. Financial and business concept for the new year. Calculator with the date 2026 and the Norwegian symbol and shape of the country. Market analysis. Norwegian krone exchange rate.] Andrzej Rostek/iStock via Getty Images Norway’…
BofA flags generational buying opportunity in long-term bonds
[Treasury bonds is shown on the conceptual business photo] Andrii Dodonov/iStock via Getty Images Long-dated U.S. Treasuries (TLT [https://seekingalpha.com/symbol/TLT]) (ZROZ [https://seekingalpha.com/symbol/ZROZ]) have tumbled to their wo…
Fed rate-hike bets ebb after Waller's inflation comments
[Federal Reserve Boards Meets To Discuss Capital Requirements For Big Banks] Federal Reserve Governor Christopher Waller helped spark a Treasury rally Wednesday, easing rate-hike expectations after signaling he would support holding intere…
Jackson Hole gamble: The two paths for Fed's Warsh
[Central Bankers Attend Annual Jackson Hole Economic Symposium] Natalie Behring Federal Reserve Chair Kevin Warsh faces a high-stakes moment at his Jackson Hole address later on Friday, where his messaging could either stabilize markets or…
If Treasuries were a 'safe haven' at $30T, what are they at $40T?
[Treasury bonds is shown on the conceptual business photo] Andrii Dodonov/iStock via Getty Images Market strategists are raising pointed concerns about the traditional safe-haven status of U.S. Treasuries (IEF [https://seekingalpha.com/sym…
Taming bond yields: What else can Bessent pull out of the Treasury toolkit?
[First Lady Melania Trump Announces Expansion Of Her Foster Care Initiative] Finn Gomez/Getty Images News It's been quite a few days for the U.S. bond market, with investors still sizing up the latest fallout and where things may go from h…
[Treasury Secretary Scott Bessent Speaks To Reporters Outside The White House] Andrew Harnik/Getty Images News The U.S. Treasury Department said Wednesday it will double [https://seekingalpha.com/news/4634905-u-s-treasury-expands-long-end-…
Owning a home is overrated. Renting is now often a much better money move.
If renting is cheaper, don't be afraid to rent - Getty Images/iStockphoto In the spring of 2008, shortly before the financial world completely imploded, I traveled around Florida reporting on the real-estate crash. I ended up in a brand ne…
3 Long-Duration Treasury ETFs to Watch if Rates Fall
Key Points Interested in iShares 20+ Year Treasury Bond ETF? Here are five stocks we like better. Long-duration Treasury bond ETFs may offer contrarian upside if inflation eases and interest rates decline from elevated levels. TLT provides…
30-Year Treasury Yield Hits 19-Year High, Hammering Bond ETFs
Decrease The selloff in long-term Treasury bonds intensified Monday, sending yields to multi-decade highs and pushing the prices of long-duration bond ETFs to some of their lowest levels in years. The yield on the 30-year Treasury bond cli…
Global bond turmoil takes center stage at G7 finance chief gathering
[Man Trying To Support A Bear Market In Bond Prices] DNY59/iStock via Getty Images An intensifying bond rout is taking place across the globe, and while some of the selling has been for local reasons, like the political turmoil in the U.K.…
U.S. federal debt hits 100% of GDP, but Washington keeps spending
[U.S. Debt] DNY59 The U.S. government has crossed a symbolic fiscal threshold, with federal debt held by the public now exceeding 100% of gross domestic product, yet lawmakers in Washington appear largely unfazed as they continue pushing f…
Goldman's risk appetite indicator hits highest level since 2021
[Wall street sign on manhattan] franckreporter/iStock via Getty Images Goldman Sachs’ Risk Appetite Indicator, or RAI, has surged above 1.1 this week, reaching its highest reading since 2021 and landing in the 99th percentile since 1991, c…
What to know about Kevin Warsh, the newly confirmed Fed Chair
[Federal Reserve Chair Nominee Kevin Warsh Testifies During Senate Confirmation Hearing] Following the closest Senate vote [https://seekingalpha.com/news/4592410-kevin-warsh-confirmed-next-fed-chair-by-senate] since the confirmation requir…
Treasury auctions 5% long bond for first time since 2007
[Treasury bonds is shown on the conceptual business photo] Andrii Dodonov/iStock via Getty Images Investors secured 5% yields on 30-year Treasury bonds (US30Y [https://seekingalpha.com/symbol/US30Y]) for the first time since 2007, as surgi…
In trading on Friday, shares of the PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund ETF (Symbol: ZROZ) crossed below their 200 day moving average of $66.08, changing hands as low as $65.61 per share. PIMCO 25+ Year Zero…
Trump Needs 2% Inflation To Gain A 2026 Edge — And One Contrarian Trade Could Surge
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. If consumer prices drop to 2% next year, President Donald Trump could be headed for a political and market win, according to Bank of Ameri…
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Breaks Below 200-Day Moving Average - Notable for ZROZ
In trading on Wednesday, shares of the PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund ETF (Symbol: ZROZ) crossed below their 200 day moving average of $67.38, changing hands as low as $67.28 per share. PIMCO 25+ Year Z…
Bonds are a disaster. Why you may want to buy more.
The bears are in control of the bond market. - Photo by El Dorado County Sheriff’s Office/AFP via Getty Images During the great bond bubble of the past decade, many Wall Street salesmen liked to reassure their clients that they could still…
SA Graphics: Here's how much cash the U.S. is raising from tariffs
[Customs revenue for FY25] Seeking Alpha "The purpose of what I'm doing is primarily to pay down debt, which will happen in very large quantity," President Trump said earlier this month. "But I think there's also a possibility that we're t…