Category Archives: Tariffs

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 , , , , , , | 10 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

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 , , | 16 Comments

My schedule … and what’s coming next

By David Enna, Tipswatch.com Long-time readers of this site know what that headline means: I am on the move. Over the next 3+ weeks I will be traveling “Down Under.” That’s Australia, the continent with more than 20 creatures – … Continue reading

Posted in Federal Reserve, I Bond, Inflation, Investing in TIPS, Tariffs, TreasuryDirect | 24 Comments

The bond market isn’t buying the Fed’s rate cuts

By David Enna, Tipswatch.com As the Federal Reserve continues on a path toward lower short-term interest rates, the bond market isn’t tagging along. Instead, yields on medium- and longer-term Treasurys have been increasing, not falling. The Fed began its latest … Continue reading

Posted in Cash alternatives, Federal Reserve, Inflation, Investing in TIPS, Tariffs, Treasury Bills | Tagged , , , , | 32 Comments