Jim Bianco, Longtime Bond Bear, Now Bullish on Bonds as 5% Yields Seen as Fair
Jim Bianco turns bullish on bonds for the first time in six years, citing 5% yields as fair value.
08/10/2026 01:568 min read
Treasury
Treasury sells $39B in 10-year notes at 5.300% yield
The US Treasury auctioned $39 billion of 10-year notes with a high yield of 5.300%, below the WI level of 5.317%.
07/10/2026 17:115 min read
30-Year Treasury Yield Hits 5.70%, Highest Since 2002
The 30-year Treasury yield reached 5.70% on Monday, its highest since 2002, while the 10-year yield neared 5.32%, pressuring gold and equities.
07/10/2026 10:015 min read
US dollar strength may act as additional tightening
The US dollar has strengthened as Treasury yields near multi-decade highs, potentially tightening financial conditions without further Fed rate hikes.
07/10/2026 08:317 min read
Treasury auctions' influence on mortgage rates and the S&P 500
Today's $39 billion 10-year Treasury note auction may influence mortgage rates and the S&P 500.
07/10/2026 07:218 min read
Stablecoin Users Forgo Billions in Interest as Rates Rise
Stablecoin holders forfeit potential yield as issuers retain interest on reserves backing the digital tokens.
07/10/2026 05:417 min read
SpaceX's $40B Nvidia Debt Plan Tests Stock's 16% Rally
SpaceX seeks $40B in debt to buy Nvidia AI chips; stock up 15% in five days.
07/10/2026 03:277 min read
Long-time bond sceptics now see value in long Treasuries above 5% yield
Two veteran bond bears now recommend long US Treasuries as yields top 5%, despite record losses.
07/10/2026 00:5114 min read
Goldman Sachs: US Treasury selloff may be overdone, five factors cited
Goldman Sachs believes the recent US Treasury selloff may be overdone, citing five drivers, but says a rally may require lower energy prices or weaker…
07/10/2026 00:4213 min read
Treasury sells $58B in 3-year notes at 4.932% yield
The Treasury's $58B 3-year note auction yielded 4.932%, slightly below the when-issued level, with mixed demand.
06/10/2026 17:115 min read
US Treasury Scraps Two Crypto Surveillance Plans
The Treasury Department is withdrawing two crypto surveillance rules, a win for privacy advocates and the digital asset industry.
06/10/2026 16:169 min read
Treasury yields climb to highest since 2002 despite reduced Fed hike expectations
10-year Treasury yields have risen above 5.30%, reaching their highest level since 2002, despite reduced bets on a Fed rate hike in October.
06/10/2026 05:018 min read
Renewed France budget fears hit European stocks at market open
European stocks dipped at the open as France's CAC 40 fell 0.9% on budget worries, while bond yields stayed elevated.
05/10/2026 07:526 min read
Bond yields' typical October rise could spell trouble for markets this year
October's historical rise in 10-year Treasury yields coincides with current bond market pressures, potentially weighing on equities.
05/10/2026 07:4114 min read
Little impact from FX option expiries seen on 5 October
No significant FX option expiries are near spot levels, leaving trading focused on macro factors and persistently high bond yields after a soft US jobs report.
05/10/2026 06:255 min read