Category Archives: Federal Reserve

Schwab analysts weigh in on bond-market disruptions

By David Enna, Tipswatch.com I am posting this Schwab podcast as an add-on to my Friday article, “Secretary Bessent, take note: Treasury yields are not ‘too high’.” Note that the podcast focuses on Bessent’s actions and the bond market’s reaction. It … Continue reading →

Posted in Federal Reserve, Inflation, Tariffs | Tagged , , , , , , | 18 Comments

Secretary Bessent, take note: Treasury yields are not ‘too high’

Plus: Reaction to Kevin Warsh’s speech at Jackson Hole. By David Enna, Tipswatch.com A week ago, Treasury Secretary Scott Bessent announced plans to double the Treasury’s buy-back of long-term U.S. debt, up from $2 billion to $4 billion a week … Continue reading →

Posted in Federal Reserve, Inflation, Treasury Bills | Tagged , , | 24 Comments

30-year TIPS reopening gets real yield of 2.973%, highest in nearly 25 years

By David Enna, Tipswatch.com The Treasury’s auction of $8 billion in a reopened 30-year TIPS, CUSIP 912810US5, generated a real yield to maturity of 2.973%, highest for this term since October 2001. While that’s historic, the real yield fell just … Continue reading →

Posted in Federal Reserve, Inflation, Investing in TIPS, Tariffs, TreasuryDirect | Tagged , , , , , , | 28 Comments

‘No surprises’ July inflation report gives the Fed a break

Is inflation really slowing? And what does this mean for I Bonds, TIPS and the Social Security COLA? By David Enna, Tipswatch.com The July inflation report provides evidence that U.S. inflation is gradually slowing, which should be good news for … Continue reading →

Posted in Federal Reserve, I Bond, Inflation, Investing in TIPS, Savings Bond | Tagged , , | 32 Comments

Federal Reserve is losing credibility, at the worst possible time

By David Enna, Tipswatch.com The new Federal Reserve chairman, Kevin Warsh, stood in front of reporters Wednesday afternoon and said: For some households, businesses, and market professionals five years of high inflation have left a mistaken impression that’s hard to … Continue reading →

Posted in Federal Reserve, I Bond, Inflation, Investing in TIPS | Tagged , , , | 57 Comments