by DRL Group | Jul 23, 2025 | Chasing Yields
Investors may be puzzled about why bond values are declining while stocks soar and Treasuries hold steady. However, this situation presents a compelling opportunity for savvy investors. The primary driver of lower bond valuations is a significant increase in supply,...
by DRL Group | Jul 16, 2025 | Chasing Yields
The bond market sold off today, with fresh concerns about the outlook for inflation after the June CPI showed prices rose the most since the beginning of the year, and continued threats from President Trump to fire Federal Reserve Chairman Jerome Powell. The 30-year...
by DRL Group | Jul 9, 2025 | Chasing Yields
As Wall Street resumes operations post the July 4th holiday, the market is grappling with the implications of the President’s tariff commentary. The 30-year Treasury is edging towards 5% today, with the 10-year just below 4.5% as I write. The Treasuries’ sale of...
by DRL Group | Jul 1, 2025 | Chasing Yields
Since the start of the year, both large U.S. corporations and small businesses have faced a highly uncertain financial landscape. With rising interest rates, imposing tariffs, and a volatile political environment, the level of uncertainty is unprecedented. This...
by DRL Group | Jun 25, 2025 | Chasing Yields
The likelihood of a 5%-5.25% bond being called in the current and future rate environment largely depends on several factors, including interest rate trends and the issuer’s financial strategy. If interest rates are low or expected to decrease, issuers must...
by DRL Group | Jun 18, 2025 | Chasing Yields
A 5% yield on a 30-year municipal bond is an attractive buying-point for high-quality, tax-free investors. However, these levels are not always sustainable. Given the market volatility and expectations of future Federal Reserve rate reductions, it is difficult to...
