Does the Social Security Trust Fund increasingly liquidating the nonmarketable Treasurys in the fund have any role in the public…
If there is a recession and the Fed lowers interest rates via the Fed Funds rate and possibly even QE,…
I am convinced that the standard Treasury market and the TIPS market have become independent of each other and have…
Marce, sure there is a potential for something breaking. The danger is that some "very big" financial institution was betting…
Category Archives: Tariffs
Tremors are rippling across the U.S. Treasury market
Yields are soaring. Is inflation the cause? Not exactly. By David Enna, Tipswatch.com Treasury Secretary Scott Bessent, when criticized, often says the United States has the “best-performing bond market in the developed world.” As evidence, he points to successful Treasury … Continue reading
10-year TIPS reopening gets real yield of 2.653%, highest in nearly 18 years
By David Enna, Tipswatch.com The Treasury’s offering of $19 billion in a reopened Treasury Inflation-Protected Security, CUSIP 91282CRE3, generated a real yield to maturity of 2.653%, the highest for this term since an auction in October 2008. Investor demand at … Continue reading
Posted in Federal Reserve, Inflation, Investing in TIPS, Tariffs
Tagged investing, personal-finance, Treasury investments
30 Comments
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 economy, finance, inflation, interest-rates, investing, stocks, Treasury investments
18 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 economy, finance, inflation, investing, personal-finance, stocks, Treasury investments
28 Comments
Chaos of war bolsters 10-year real yield heading into this week’s auction
After-auction update: 10-year TIPS reopening gets real yield of 1.896% By David Enna, Tipswatch.com The U.S. financial markets have had an interesting two weeks, to say the least. An active war in the Mideast has sent oil prices soaring, the stock … Continue reading
Posted in Inflation, Investing in TIPS, Tariffs, TreasuryDirect
Tagged investing, personal-finance, Treasury investments
16 Comments
David, what concerns me most is the doubling of the debt from 20t to 40t so quickly. If the endgame…