“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%,...

Around the Bond Market, April 2025

by Aptus PM Team | Apr 25, 2025 | Blog, Bonds

President Trump Critiques the Fed   Earlier this week, President Trump indicated he thinks the Fed should be “early, or on time” cutting rates, but not “too late,” adding it is “a perfect time to lower the rate.” Pressed by a reporter asking if the President has the...

FOMC is Waiting for Clarity, Too

by Joseph Sykora | Mar 21, 2025 | Blog, Bonds

Fed Waiting, Like the Rest of Us   The Federal Open Market Committee (FOMC) met this week, deciding to leave the reserve rate unchanged as expected (a unanimous decision amongst voters). The Fed’s so-called “dot plot,” which projects participants’ expectations...