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Despite a weak ADP jobs print, Treasury yields went nowhere, reinforcing a growing bearish, defensive case for rates, according to the CEO of IF Securities.
February 4
AD Mortgage and IF Securities -
Markets are sending mixed signals as the dollar slides, gold surges and Treasuries barely react, a disconnect that could spill into other assets, according to the CEO of IF Securities.
January 28
AD Mortgage and IF Securities -
Treasury yields are stuck, but gold and the dollar are flashing unusual signals that could push rates after the FOMC, according to the CEO of IF Securities.
January 27
AD Mortgage and IF Securities -
Treasury yields are diverging, charts are breaking down and trading looks two-sided into the FOMC, according to the CEO of IF Securities.
January 26
AD Mortgage and IF Securities -
Treasury moves look less about data or auctions and more about gaps and channels, with PMI next to decide direction, according to the CEO of IF Securities.
January 23
AD Mortgage and IF Securities -
Markets brushed off mixed, stale data as tariff news sparked a brief rally, but open Treasury gaps kept bond signals cautious, according to the CEO of IF Securities.
January 22
AD Mortgage and IF Securities -
Treasury yield breakouts signal technical damage, with higher yields likely before any recovery despite choppy markets, according to the CEO of IF Securities.
January 21
AD Mortgage and IF Securities -
Treasuries sold off sharply after reports Danish pension funds are exiting, steepening the yield curve as stocks fell and gold surged, according to the CEO of IF Securities.
January 20
AD Mortgage and IF Securities -
Yields across maturities were higher by less than three basis points after rebounding from session lows.
January 8 -
The rally sparked by the weekend US arrest of Venezuela's President Nicolas Maduro also faltered as oil prices rebounded from their initial declines
January 5 -
Treasury yields climbed to the highest in more than two months, following losses in most global government-bond markets, ahead of a Federal Reserve interest-rate decision that may alter expectations for monetary policy in 2026.
December 8 -
While the tone is still generally upbeat, the market is mired below October's price highs and yields are range-bound.
November 24 -
Yields were higher by as much as three basis points, led by tenors more sensitive to changes in Fed policy.
November 13 -
Treasuries fell after the US government signaled that larger auction sizes are on the horizon, while signs of economic resilience hurt the odds a Federal Reserve interest-rate cut in December.
November 5 -
In its so-called quarterly refunding statement Wednesday, the Treasury department said it anticipated keeping auction sizes unchanged for nominal notes, bonds and floating-rate notes, "for at least the next several quarters."
November 5 -
Wall Street dealers expect Bessent to signal as soon as Wednesday, when his department releases a quarterly statement on debt sales, that issuance in the $30 trillion Treasury market will keep shifting in that direction.
November 3 -
The shutdown started with a flight into treasury bonds, putting downward pressure on financing costs, but several other developments slowed mortgage activity.
October 1 -
The US 30-year yield climbed as much as four basis points to 4.999% on Wednesday before stabilizing.
September 3 -
US Treasuries retained most of their recent gains as anticipation of Federal Reserve interest rate cuts held firm after the central bank's preferred gauge of inflation matched economist estimates.
August 29 -
President Donald Trump's unprecedented and escalating attack on the Federal Reserve runs the risk of backfiring by hitting financial markets and the economy with higher long-term borrowing costs.
August 27











