Fixed Income Markets in a Higher for Longer Environment

Interest rates remain one of the primary concerns for investors as Kevin Warsh has officially assumed leadership at the U.S. Federal Reserve (Fed). While we believe the possibility of a rate cut has diminished considerably, we are not yet expecting additional rate hikes.

ETF Trends • 17 hours ago

AI Debt Floods The Bond Market, And Fidelity Is Backing Away

The artificial intelligence boom has spent three years as a stock market story. This year it became a bond market problem.

Forbes • Jun 6, 2026

JGBs Edge Higher, Tracking Gains in U.S. Treasurys

JGBs edged higher in the morning Tokyo session, tracking overnight price gains in U.S. Treasurys.

WSJ • Jun 5, 2026

June Labeled ‘Crunch Point' as Energy Reserves Burn Through and Rate Hikes Loom

The price data already shows the pressure building. WTI crude closed at $112.25 per barrel on May 18, 2026, up 30.7% over the prior month and sitting at the 98.4th percentile of its 12-month range.

24/7 Wall Street • May 31, 2026

All Eyes on Inflation: U.S.-Iran War's Impact on Treasury Yields, Oil & Gas Prices

@CharlesSchwab's Collin Martin breaks down the state of treasury yields and the U.S.-Iran War's impact on them. He says for the most part, stagflation doesn't appear to a huge issue for the economy even though all eyes are on the inflationary front given the rising cost of oil and gas.

The Muni Bond Myth That Cost High-Earners Millions

For decades, the playbook for high-income investors was almost reflexive: put municipal bonds in your taxable account, put Treasuries and corporates in your IRA.

24/7 Wall Street • May 28, 2026

Investors are rushing to buy TIPS ETFs to beat inflation. They could end up losing.

Inflation-protected funds don't always protect against inflation. As consumer-price inflation hits a three-year high due to the Iran war, the premise in their names is being tested.

Market Watch • May 27, 2026

The Bond Market Is Sounding an Alarm -- It Could Mean Big Trouble for the Stock Market

CPI Inflation recently accelerated to a three-year high due to elevated energy prices tied to the U.S-Iran conflict. Treasury bond yields have risen sharply due to expectations that the Federal Reserve will pivot to interest rate hikes.

The Motley Fool • May 26, 2026

Respite for JGBs Won't Last Long: 3-Minutes MLIV

Joumanna Bercetche, Tom Mackenzie and Ven Ram break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

Bloomberg Markets and Finance • May 25, 2026

US Treasury rout tests Washington's tolerance for higher borrowing costs

President Donald Trump's room to wage war while maneuvering on economic policy is being tested by a force largely beyond his control: the bond market.

Reuters • May 24, 2026