Chasing Yields
Our latest musings about actions and events affecting the investment landscape
With All This Talk Is Anyone Really Listening?
As a bond trader for over 40 years, I’ve seen many brokerages and banks consolidate. One of the well-known stock brokerage houses in the 70’s and 80’s was E.F. Hutton, who later became part of a Citigroup/Morgan Stanley joint venture.
Your debt is up 10%+ from last year (3); ready to pay it down?
The national public debt is essentially a collective responsibility that falls on all tax-paying individuals in our country. This debt represents the fees the government pays to fund its operations, including borrowing costs and interest on loans.
To Cut, Or Not To Cut, That Is The Question?
This week, the Federal Reserve Open Market Committee Meeting kicks off its May policy meeting. Expectations are that the Fed will maintain its position and wait for more hard facts to support the decision to lower interest rates, possibly making its first move to reducing rates in June or July.
Read our latest Market Insights.
Market Uncertainty is Plentiful
As investors weigh the steady volume of negative news and opinions on market uncertainty, there are few places to hide from the storm.
Is the Market Rollercoaster Making You Sick? It Does Not Have to Be That Way
2025 has not been the soaring growth market investors had envisioned, but quite the opposite. Since 1/2/25, the DJIA has dropped from a 42,905.09 high to a low of 41,010.24, a loss of just under 1900 points.
Are We Creeping Toward Stagflation?
Last week, inflation-adjusted consumer spending fell .5%, the most significant monthly decline in four years. Consumers have become increasingly cautious about spending as they digest higher price shocks, pending tariff consequences, the DOGE job losses, and the trickle-down effect of these developments on…
What’s With the Pricing on My Bond Portfolio?
When investors review their monthly portfolio statement the balance reflects market prices which are rough calculations of their worth.
Quick Turnaround in Yields This Week, Opportunity Still Exists
Yesterday, the Consumer Price Index (CPI) number came in lower than expected, highlighting that inflation rose slower than economists predicted. This news drove the 10-year Treasury yield down 13.5 basis points (bps), sending yields lower and erasing last week’s 10bps...
Bond Selloff Has 30-Yr Treasury Approaching 5%
This week, long Treasury Bond yields reached their highest level in months. Today, the 30-yr T reached 4.915%, the highest level in just over a year and a 59-basis-point change since the close on December 6th. This is also a busy week for bond sales. The Treasury sold...
Bond Yields Hit Multi-Month Highs
As Americans digest election results after another historic election, the stock market is soaring, and bond yields are higher. Yields hit multi-month highs as growth policies took center stage. In addition, the Fed is expected to lower interest rates by .25 basis...