Think a Fed Pause Is Bullish? The Bond Market Might Hijack Your Portfolio Instead

After the latest CPI data, the Fed's rate hike seems to be all but a done deal. According to CME's FedWatch tool, the probability currently sits at 88.5%.

Benzinga • Sep 14, 2026

Want to bet on the bond rally? Check out these overlooked funds.

The Treasury just sparked a bond-market rally. Here is why it may not last.

Market Watch • Aug 19, 2026

Three Inflation Protection Strategies Better Than Gold

Gold and precious metals remain overextended and risky despite recent pullbacks; I maintain a Strong Sell on VanEck Gold Miners ETF. I recommend Treasury Inflation-Protected Securities, especially PIMCO 15+ Year US TIPS ETF, as attractive inflation hedges at current levels.

Seeking Alpha • Jun 26, 2026

$39 Trillion Debt Signal: 3 TIPS ETFs to Hedge Persistent Inflation

Surging U.S. debt and refinancing needs may keep inflation structurally elevated. TIPS ETFs provide built-in inflation protection through CPI-adjusted principal and income.

MarketBeat • Apr 19, 2026

Real Yields, Oil, Conflict Scenarios

The ongoing Iran-Israel-US war, Strait of Hormuz closure, and global economic risks. James Kostohryz explains why disruptions could persist for months.

Seeking Alpha • Mar 31, 2026

LTPZ: From Perfect Storm To Opportunity

PIMCO 15+ Year U.S. TIPS ETF (LTPZ) offers a 2.7% real yield after its recent selloff, creating a compelling entry for bond investors willing to accept volatility. LTPZ's underperformance despite rising oil prices stems from contained long-term inflation expectations, higher rate forecasts, and a rising term premium.

Seeking Alpha • Mar 25, 2026

LTPZ: Long Term Real Yield

The PIMCO 15+ Year U.S. TIPS Index ETF (LTPZ) offers targeted exposure to long-term U.S. Treasury inflation-protected securities, emphasizing sensitivity to long real rates. LTPZ's performance is driven by both price movements from real rate changes and inflation carry, with high real duration amplifying rate impacts. Current macro indicators for LTPZ are neutral: long real rates and inflation carry provide a modest cushion but lack strong directional momentum.

Seeking Alpha • Oct 7, 2025

LTPZ Is An Attractive Inflation Hedge

Bonds are in a bear market, but TIPS offers compelling inflation protection and is overlooked by many investors. I strongly favor the PIMCO 15+ Year U.S. TIPS Index ETF for long-term inflation hedging, citing its low fees and focus on long-dated TIPS. LTPZ has suffered a steep price decline since 2021, but I expect a recovery as inflation concerns persist and demand for TIPS rises.

Seeking Alpha • Jul 20, 2025

Buy LTPZ Because TIPS Are Attractive Now

Gold has surged due to inflation fears, but Treasury Inflation-Protected Securities offer a better hedge against inflation for investors. TIPS, introduced in 1997, adjust their principal based on the Consumer Price Index, providing protection against inflation with lower yields than regular Treasuries. Long-maturity TIPS, especially the PIMCO 15+ Year U.S. TIPS ETF, can generate capital gains and higher income if inflation rises.

Seeking Alpha • Feb 2, 2025

LTPZ: 3 Reasons To Buy Long-Dated TIPS

Treasury Inflation-Protected Securities offer a great risk-reward outlook, with PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund ETF now yielding 2.4%. LTPZ ETF tracks the BofA Merrill Lynch 15+ Year US Inflation-Linked Treasury Index, suitable for long-term investors or speculators betting on falling real yields. Potential drivers for LTPZ upside include fading US growth optimism, widening fiscal deficits, and potential equity market corrections.

Seeking Alpha • Dec 25, 2024