26 Jan 2026
Historically, Treasury Yields Rise After Fed Chair Nominations
With the time until the next Fed chair arrives at the Marriner Eccles building fast approaching, BofA Hartnett reminds us that 3 months following seven nominations for Fed Chair since 1970 (Burns, Miller, Volcker, Greenspan, Bernanke, Yellen, Powell), yields were up every time (2-year +65bps, 10-year +49bps)... Source: BofA, zerohedge
23 Jan 2026
A shocking chart while Gold is flirting with $5,000/oz, it remains historically undervalued versus a 50/50 (S&P 500 / US Treasuries) portfolio
Source: Bloomberg, www.zerohedge.com
23 Jan 2026
🇯🇵 For Japanese investors, domestic JGBs are now more attractive than hedged foreign bonds from a yield perspective.
Source: Augur Infinity @AugurInfinity on X
21 Jan 2026
Bond vol matters
SPX vs VXTLT (inverted) needs little commenting. Source: TME
20 Jan 2026
Japan's 40-year bond just hit 4% for the first time ever
Source: Joe Weisenthal @TheStalwart
20 Jan 2026
U.S. Dollar Index $DXY plunging below its 200-day moving average
Source: Barchart
16 Jan 2026
$7.8 Trillion is now sitting in Money Market Funds, a new all-time high
Source: Barchart
15 Jan 2026
The Correlation Between Gold Prices and Japanese Bond Yields (2013–2025)
Gold (in organe) and 10-year JGB yields (in blue). Japan was always the endgame Source: www.zerohedge.com
