“If Bessent can buy back these bonds that were issued during COVID period and they’re pricing at 50 to 60 cents on the dollar … that seems like a great way to do it”

by Marketing | Oct 1, 2026 | Market Notes, Media Notes

Treasury’s smaller-than-expected buybacks fuel debate over aims

Warsh Lays Down the Law

by John Luke Tyner | Jun 18, 2026 | Blog, Bonds

The Federal Reserve left the Fed Funds rate unchanged in a 3.50%-3.75% range today, as expected. The dot-plot median forecast increased by 1/8 of a point this year and by ¼ point in both ‘27 and ’28. The longer-run median declined from 3.125% to 3.063%. Notably, there...

“If the Fed ends its quantitative tightening program by year end, it could be the equivalent of a 25 bps interest rate cut”

by Marketing | Oct 24, 2025 | Market Notes, Media Notes

Why 10-year Treasury yield may hit 6% in next year or two on problematic inflation

“[With the 10-year yield now at the lower end of its recent 4%-5% range], the real question is whether we hold there or go even lower.”

by Marketing | Sep 22, 2025 | Market Notes, Media Notes

 Where did all the ‘bond vigilantes’ go? Investors keep buying long-dated Treasurys

TIPS vs. Treasuries: Real Yield Is Back?

by Brian Jacobs | May 5, 2025 | Blog, Investment Concepts

For over a decade, Treasury Inflation-Protected Securities (TIPS) offered little appeal—real yields were near zero, and inflation felt like a distant threat. Fast forward to today, and the landscape has changed meaningfully. Real yields on TIPS are now above 2%,...