June 1, 2026
U.S. Treasury yields fell this week amid
ongoing conflict in the Middle East and volatility in oil prices. With less than a month to go before the Federal Reserve’s third meeting of the year, where it is highly likely that...
May 26, 2026
The minutes released Wednesday from the Federal Reserve’s latest meeting showed that members considered
keeping rates unchanged for longer than expected, and even discussed possible rate hikes if inflation remains high. Most agreed that a shift toward monetary policy...
May 22, 2026
Greater optimism regarding a deal between the U.S. and Iran led to a risk-on day for equities, with global indices rising, although trading volumes were low due to Monday’s holiday. Yields in Europe fell by 5–7 basis points, and in the U.S. by 2 basis points...
May 21, 2026
Marco Rubio said there are “positive signs” regarding a deal between the U.S. and Iran, lifting the market on a day that had been mostly in the red, with the Treasury yield curve ending at...
May 20, 2026
Oil prices fell 6% amid expectations of a deal between the U.S. and Iran—which Trump said is “very close”—with WTI closing at $98 (which also rolled over to the July contract) and Brent at $105, along with base metals and agricultural commodities...
May 19, 2026
Interest rates continue to rise globally, driven by a 5-9 basis point spike in the Treasury yield curve today, with the 30-year Treasury yield reaching 5.2%—its highest level since 2007—amid persistently high oil prices and inflation data pointing to further increases...
May 19, 2026
Recent bond market movements support expectations of a possible rate hike by the Fed
before the end of the year, marking a shift from previous forecasts of rate cuts. The futures market anticipates a greater than 50% probability that the Fed will raise rates before...
May 12, 2026
Yields on U.S. Treasury bonds remained relatively stable, ending a streak of weeks of gains, amid an environment marked by the ongoing conflict in the Middle East and volatility in oil prices. This week, we are entering the final stretch of the season...
May 12, 2026
April inflation came in line with expectations at 0.6% for headline inflation, while core inflation stood at 0.4% (vs. 0.3% expected), and the annual rates of 3.8% for headline inflation and 2.8% for core inflation were 0.1 percentage points higher than expected...