Yield curve between 2s/10s comes to closest level of becoming un-inverted in 9 months

Yield curve between 2s/10s comes to closest level of becoming un-inverted in 9 months on Thursday. The inverted yield curve between the U.S. 2 Year Treasury yield and the 10 year Treasury yield reached its closest level to becoming unverted in nine months. The 2s10s curve continues to steepen and is now 14 basis points away from un- inverting. The inversion took hold in July 2022.

HYG, IWFG: Big ETF Outflows

Chart Of The Moment: Behind U.S. High Yield's Impressive Resilience

Home Investing Strategy Fixed Income Analysis Chart Of The Moment: Behind U.S. High Yield's Impressive Resilience. A look at performance shows high yield often has a resilience and risk-adjusted return potential all its own. In the opening weeks of the third quarter of 2024, the Russell 2000 has made up more than half of its underperformance.

Wolfe Research suggests the 2s/10s yield curve wants to breakout

Wolfe Research suggests the 2s/10s yield curve wants to breakout. The inversion between the U.S. 2 Year Treasury yield and the US10 Year yield remains inverted but looks like it "wants to breakout (steepen)" At the moment, the inversion sits at -26 basis points and is close to being un-inverted.

CRE Gets Strangled, Corporate Bankruptcies Highest Since 2010, But Junk Bonds And Broad Financial Conditions In La-La-Land

Weekly Report: what happened at HYG last week (0715-0719)?

Asset Allocation Committee Outlook Q3 2024: Policy And Politics

Asset Allocation Committee Outlook Q3 2024: Policy And Politics. Neuberger Berman says political and market volatility is likely to rise in the second half of the year. We are concerned that the U.S. Federal Reserve may wait too long to make its first rate cut.

Fed rate cuts aren’t imminent as labor market data comes with caveats - Vanguard

The Economics Of Corporate Bond Markets

Futures launch on both investment grade and high yield corporate bonds. Corporate bond futures allow investors to more precisely manage risk. U.S. Corporate bonds are not backed by the full faith and credit of the U.s. Government. They have a higher correlation with equities than with Treasuries.

These Big Dividends (Up to 11%) Are Primed to Soar in "Bond Rally 2"

HYG: Large Inflows Detected at ETF

Undercovered Dozen ETF Edition: China, Bitcoin, Cybersecurity, Motley Fool +

IG corporates would yield more than HY debt if rates move lower - DataTrek

IG corporates would yield more than HY debt if rates move lower - DataTrek report. Investment grade corporate bonds would benefit more from falling interest rates over the next year than high yield debt. IG bonds have a better credit quality and longer durations than HY paper.

Is Invesco Fundamental High Yield Corporate Bond ETF (PHB) a Strong ETF Right Now?

HYHG: The Time Has Passed For Interest Rate Hedging High-Yield Bonds

Yield Curve: US30Y jumps above the US2Y for the first time since late January

Yield Curve: US30Y jumps above the US2Y for the first time since late January Jul. 15, 2024. The popular yield curve between the U.S. 2 Year Treasury yield (US2Y) and the US10 Year Treasuryield (US10Y) remains inverted. The spread between the two has switched positive on Monday for thefirst time since January 29, 2024, but the spread is still inverted.

Weekly Report: what happened at HYG last week (0708-0712)?

Charting Macro Trends, Taking Gains In VTI Appears Prudent (Rating Downgrade)

US stocks have seen significant gains in 2024, with S&P 500 and Nasdaq 100 ETFs leading the way. Despite positive price action, high valuations, investor sentiment, and economic growth uncertainties could pose risks for US stocks. I downgrade the Vanguard Total Stock Market Index Fund ETF Shares (VTI) from a buy to a hold.

Fed's first rate cut will most likely come in September - SA Sentiment Survey

Fed's first rate cut will most likely come in September - SA Sentiment Survey. The majority of responders in the survey said that the first cut will happen in September. The odds of a 25 basis point rate cut in September are 88% according to CME FedWatch.

Fixed Income Perspectives: Looking Ahead At Q3 2024 - A Resilient U.S. Economy Is Keeping Rate Cuts On Hold... For Now

Despite policy rate cuts remaining elusive, several tailwinds are boosting a resilient U.S. Economy. Global central banks are actively transitioning onto a path of easing policy. Many fixed income asset classes are poised for potential outperformance heading into the second half of the year.