Why are U.S. Bonds Weak?
The U.S. long bond futures have declined since April 7, even though the dollar index moved lower. U.S. tariffs on trading partners have caused...
US Treasuries, Market Stress and the New Politics of Safety
In early April 2025, global markets were rocked not by a war or a banking crisis, but by a sudden escalation in trade protectionism....
Term Premium on U.S. Treasuries Hits More Than Decade-High
As investors reprice the risk of U.S. capital, the term premium—the additional yield investors demand to hold a long-dated bond rather than a short-dated...
State Street sees potential tailwinds for long-dated US treasuries
When Trump’s tariff announcements triggered a sell-off in global financial markets, investors were caught off guard by an almost 50 basis point jump in...
Treasuries Rally After Fed’s Hammack Revives June Rate-Cut Odds
Treasury yields fell Thursday after comments by a Federal Reserve official bolstered the still-long odds that the central bank will cut interest rates as...
