With all the attention on equities and the recent India–Pakistan headlines, I feel like the bond market has been flying under the radar.
Treasury yields jumped again this week, and there’s a lot of chatter about how the Fed might react if inflation keeps creeping up.
Has anyone adjusted their portfolio accordingly? Are you seeing anything interesting in credit spreads or short-duration plays?
Yeah, I’ve been keeping an eye on yields too. Short-term treasuries are actually starting to look appealing again, especially with all this uncertainty. Not touching long-duration stuff though too risky with the Fed still hawkish.
Everyone’s all about the geopolitics, but the bond market’s kinda speaking for itself. I saw corp spreads creeping up a bit — could be some early warning signs? Keeping an eye on high-yield stuff just in case.
Hi Barry!
It’s fascinating to see how the markets respond more to expectations than to the actual events themselves. The recent volume spikes really highlight that.