Readers weigh in on the new bull market, cryptocurrencies, Apple’s Vision Pro headset, the presidential election, and merger arbitrage funds
Long readReaders weigh in on the new bull market, cryptocurrencies, Apple’s Vision Pro headset, the presidential election, and merger arbitrage funds
Long readThe S&P 500’s recent rally has pushed the index’s valuation multiple higher.
3 minBond yields are starting a secular climb after falling from 1981 to 2021, say two Wall Street legends. What it all means for investors.
Long readSara Devereux, head of fixed income at Vanguard, oversees a unit with more that $2 trillion in assets. Her take on Treasuries, corporates, munis, and more.
Long readReaders weigh in cryptocurrencies, artificial intelligence, T-bills, means testing for Social Security, Torsten Sløk’s view on the economy, and the quality of China’s growth
4 minJunk bonds are priced as if a recession isn’t in the cards, even as default rates are starting to rise.
3 minWhen bond prices go down, yields go up. The 10-year Treasury note now yields 3.8%, up from a recent low of just over 3.3%.
2 minReturns are reaching levels that haven’t been seen in years, and the short-term U.S. securities offer liquidity with very little risk.
4 minDividend-paying stocks are taking it on the chin as investors bet big on an artificial-intelligence boom spurred by ChatGPT. What to buy now.
3 minThe bond market is poised to outperform equities this year, according to pros.
3 minSentiment readings sink amid high interest rates, debt-ceiling crisis, and inflation worries. Good news on jobs can’t dispel the gloom.
4 minLenders face steep economic hurdles and stiffer regulations. How to invest as the industry reshapes itself.
Long readIf history is a guide, long-term investors should hang tight or lean into big caps, defensive plays, or tech. On the shorter, more speculative end, short-term Treasuries could see a pop in yields around June 1.
4 minInvestors will get an 0.9% fixed rate plus the inflation rate over the life of the savings bonds.
3 minBofA has five ideas based on an analysis of asset returns in the three months after 10 “last hikes” of the past 50 years.
3 minReaders weight in on the Federal Reserve, the debt crisis, the threat of default, closed-end bond funds, and a baseball analogy
Long readA strong April jobs report triggered a selloff in Treasuries.
3 minOne way out of the impasse over the debt limit could be issuing Treasury bonds with premium interest rates. Don't count on it. Yet.
3 minThe 2-year Treasury yield is at about 4.1% from just over 5% in early March. But the 30-year yield is at about 3.72% from just under 4%.
2 minThe new rate, applying for the next six months, is 4.3%, down from 6.89%, due to lower inflation.
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