Higher Yields Give Bonds a Fresh Case Against Stocks

Higher yields have given bonds a fresh case against stocks, according to Matt Bartolini, global head of research strategists at State Street Investment Management. He spoke during an Oct. 20 webcast hosted by VettaFi Head of Research Todd Rosenbluth and sponsored by State Street.

ETF Trends • Oct 21, 2026

US bonds rally after weaker-than-expected jobs report shows hiring slowdown – business live

Rolling coverage of the latest economic and financial news

The Guardian • Oct 2, 2026

FLRN: Zero Duration Bond ETF To Protect Against Rate Hikes

The State Street SPDR Bloomberg Investment Grade Floating Rate ETF offers near-zero duration and adapts payouts to rising rates, making it timely amid renewed inflationary pressures. FLRN maintains low issuer-specific and credit risk but carries significant financial sector exposure. Performance closely tracks peers like FLOT, with similar risk/return profiles and yield.

Seeking Alpha • Sep 23, 2026

This 2X ETF Was Made for Higher Interest Rates. Should You Buy Before the Next Fed Hike?

The Fed raised rates and TBT barely flinched, which raises an uncomfortable question for anyone betting on more hikes: being right about the direction still might not make you money.

24/7 Wall Street • Sep 22, 2026

Bond Market Flashes a Rare Warning Signal: What History Says Happens to Stocks Next

The 30-year Treasury bond yield recently reached its highest level since 2007, sparking concern about a stock market sell-off. Long-term investors shouldn't worry too much about short-term moves in bond yields.

The Motley Fool • Sep 10, 2026

Have Bonds Killed the Stock Market Rally? Maybe Not.

The S&P 500 has risen about 2.6% since late June despite a global bond market selloff that pushed 10-year Treasury yields to a high of 4.815%.

Barrons • Sep 2, 2026

AI-driven surge in bond yields could be next risk for markets and growth

Market gauges of inflation-adjusted borrowing costs have shot to their highest in more than a decade across major economies as AI companies and governments ramp up bond sales, raising ​risks for stock markets and the world economy.

Reuters • Aug 14, 2026

Iran Conflict Reorders The Bond Market's Hierarchy Of Havens

The Iran war has scrambled the old map of safety, leaving bond investors rethinking which havens still deserve the name. Perhaps the most surprising trend since the conflict began: bank loans have outperformed the rest of the field by a wide margin, based on a set of ETFs through yesterday's close (July 8).

Seeking Alpha • Jul 9, 2026

With Inflation Surging, Is a Bond ETF the Best Investment Right Now? Here's What History Suggests.

The odds of rate hikes are rising as inflation stays hot. Traditional bond ETFs will struggle, but inflation-protected bond ETFs could thrive.

The Motley Fool • Jun 19, 2026

Powell Stays

Key Takeaways The April FOMC meeting's four dissents and resistance to maintaining an easing bias signal a higher bar for rate cuts under incoming Chair Warsh, suggesting investors may favor Treasury floating-rate strategies to navigate a prolonged “higher-for-longer” environment.

ETF Trends • May 10, 2026