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Category: 10-year Treasury yield

SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

May 19, 2026 Brian Gilmartin Leave a comment

With Walmart (WMT) and Nvidia (NVDA) expected to bring the unofficial end to Q1 ’26 SP 500 earnings this week,…

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Posted in: 10-year Treasury yield, Amazon, Corporate High Yield, Corporate HighGrade Bonds, GOOGL, Netflix

Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

December 8, 2025 Brian Gilmartin Leave a comment

(H/t Mike Zaccardi) Table from Bank of America showing the change in 2-year and 10-year Treasury yields dating back to…

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Posted in: 10-year Treasury yield, Ben Bernanke, Bond Market(s), Bond Market(s) annual return, Federal Reserve, FOMC meeting

Annual Fixed Income Returns: Emerging Markets Lead, Muni’s Lag

December 2, 2025 Brian Gilmartin 2 Comments

Here’s a quick look at annual returns across the fixed-income classes as of 11/30/25, with emerging markets income leading the…

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Posted in: 10-year Treasury yield, annual return, Bond Market(s), TLT

Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought

September 13, 2025 Brian Gilmartin Leave a comment

While Treasury yields have rallied sharply over the last three weeks (since the end of August) it looks like the…

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Posted in: 10-year Treasury yield, FOMC meeting, stock market sentiment

No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)

June 25, 2025 Brian Gilmartin Leave a comment

While Fed Chairman Jerome Powell adhered to the Fed’s stated policy of “slower economic growth with expected higher inflation” yesterday…

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Posted in: 10-year Treasury yield, Federal Reserve, inflation, inflation expectations, interest rates

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