US Treasury

Canada's 10-year government bond yields are currently trading smoothly, though they remain heavily influenced by movements in the US long end, with oil prices adding an inflationary tailwind.

Analyzing the Canadian 10Y yield at 3.410% amid WTI crude oil fluctuations and narrowing US Treasury spreads.

A shift in credit math as mega-issuers outline massive funding plans for AI infrastructure while mortgage rates test three-year lows.

Financial conditions are tightening through the 'term premium'—a quiet tax on risky assets that raises borrowing costs and volatility floors regardless of central bank hikes.

Analyzing the Monday setup for global bonds following gold's volatile unwind and sticky inflation signals as the US 10Y yield tests the 4.24% pivot.

As US 10Y yields hold the 4.24% level, we analyze why funding stability is the primary driver for credit spreads and duration risk entering February 2026.

Analyzing the lag between the violent $4,745 gold reversal and US 10Y Treasury yields as markets brace for a term premium reset.

A shift in long-end duration pricing as the US 30Y yield hits 4.88%, signaling a regime shift in fiscal risk and market credibility.

A deep dive into why 10Y breakevens remained resilient at 2.36% despite a historic 11% crash in gold prices.

Analyzing the US Treasury yield curve as the front-end prices the Federal Reserve path while the long-end grapples with term premium and fiscal credibility.

Global rates stabilize following a historic commodity liquidation, shifting focus toward term premiums and policy credibility for the week ahead.

A deep dive into U.S. bond fund inflows and yield curve positioning as investors build balanced exposure for the 2026 'high-for-longer' regime.

Analyzing the intersection of Brent oil prices, the DXY rally, and U.S. 10Y yields as markets navigate leveraged commodity unwinds and term premium volatility.

A deep dive into the US 30-Year Treasury yield as it tests the 4.889% pivot, analyzing its shift from a portfolio hedge to a macro deficit referendum.

Analyzing the US 10-Year Treasury yield as it stabilizes at 4.241%, testing the critical 4.226%–4.265% decision band amid shifting term premiums.

Analyze the US 2-Year Treasury note as it closes at 3.527%, signaling a market cautious of a rapid Fed pivot despite restrictive policy regimes.

A weekend analysis of global sovereign yields, focusing on the US Treasury curve steepening and the persistent term premium in long-dated bonds.

While market volatility appears compressed, historical patterns suggest low-volatility regimes often mask growing systemic risks for bond traders.

Analyzing the 'Warsh Premium' as US Treasury yields climb amid Fed leadership uncertainty and evolving term-premium dynamics.

Analyzing the complex relationship between a softer US Dollar and Emerging Market credit as US 10Y yields hold the 4.27% level.