Did the Fed Just Get a Reprieve? Report of Iran Deal Could Put Rate Hikes on Hold
For much of the past several weeks, the Federal Reserve appeared to be getting backed into a corner.
Higher Bond Yields Are Making Things Uncomfortable for Stock Investors
Bond markets are resetting ahead of key data, Treasury auctions, and a crucial Fed meeting.
Fixed Income Markets in a Higher for Longer Environment
Interest rates remain one of the primary concerns for investors as Kevin Warsh has officially assumed leadership at the U.S. Federal Reserve (Fed). While we believe the possibility of a rate cut has diminished considerably, we are not yet expecting additional rate hikes.
AI Debt Floods The Bond Market, And Fidelity Is Backing Away
The artificial intelligence boom has spent three years as a stock market story. This year it became a bond market problem.
JGBs Edge Higher, Tracking Gains in U.S. Treasurys
JGBs edged higher in the morning Tokyo session, tracking overnight price gains in U.S. Treasurys.
ETFs Aren't Always Cheaper Than Mutual Funds. Here's What to Compare Instead
Walk into almost any conversation about fund investing and you will hear the same shorthand: ETFs are cheaper than mutual funds.
June Labeled ‘Crunch Point' as Energy Reserves Burn Through and Rate Hikes Loom
The price data already shows the pressure building. WTI crude closed at $112.25 per barrel on May 18, 2026, up 30.7% over the prior month and sitting at the 98.4th percentile of its 12-month range.
All Eyes on Inflation: U.S.-Iran War's Impact on Treasury Yields, Oil & Gas Prices
@CharlesSchwab's Collin Martin breaks down the state of treasury yields and the U.S.-Iran War's impact on them. He says for the most part, stagflation doesn't appear to a huge issue for the economy even though all eyes are on the inflationary front given the rising cost of oil and gas.
The Muni Bond Myth That Cost High-Earners Millions
For decades, the playbook for high-income investors was almost reflexive: put municipal bonds in your taxable account, put Treasuries and corporates in your IRA.
Kevin Warsh Inherits a Fed That Wall Street Has Almost Stopped Talking About
Kevin Warsh was sworn in as Federal Reserve Chairman this week, and the most striking thing about his arrival is how little Wall Street seems to care.
The Eight-Rung Treasury Bond Ladder That Pays a 72-Year-Old $40,000 a Year With Zero Credit Risk on $850,000
Here is what the U.S. Treasury curve looks like right now: 1-year: 3.8% 2-year: 4.1% 3-year: 4.2% 5-year: 4.3% 7-year: 4.5% 10-year: 4.7% The Treasury does not issue four, six, or eight-year notes directly, so those rungs are filled with secondary-market paper or by interpolating along the curve.
Opinion | You're Probably Overinvested in Bonds
The usual advice is to hold only 60% of your assets in stock. If you're wealthy, a 90/10 split is far better.
