Summaries
- 8 September 2026Published research this week points to higher US Treasury yields, with broad agreement that a strong labor market and sticky inflation keep the Fed leaning hawkish — a headwind for bond prices.
- 2 September 2026Published research is nearly unanimous: US Treasury yields are set to grind higher across the curve, with only a narrow dissent at the very long end.
- 1 September 2026Published research this week points to broad upward pressure on US Treasury yields across the curve — bearish for bond prices — with only narrow tactical dissent.
- 31 August 2026Published research is nearly unanimous this week: US Treasury yields face upward pressure across the curve, and the "higher for longer" regime is firmly intact.
- 30 August 2026Yields pushed higher across the curve this week as Fed Chair Kevin Warsh's Jackson Hole speech landed decisively hawkish, forcing markets to reprice toward hikes rather than cuts.
- 28 August 2026Published research this week points to sustained upward pressure on US Treasury yields across the curve, with the 10-year drawing the most attention. The consensus in recently released analysis sees yields drifting…
- 27 August 2026Published research this week leans toward higher US Treasury yields — especially at the long end — with the fiscal story doing most of the heavy lifting.
- 26 August 2026Published research this week leans strongly toward higher US Treasury yields — with a smaller camp arguing the cycle is already peaking.
- 25 August 2026Published research is broadly aligned: US Treasury yields, especially at the long end, are expected to stay elevated or push higher — with disagreement mostly about short-term wobbles, not direction.
- 24 August 2026Published research is broadly leaning one way on US Treasuries: long-end yields are heading higher, driven by fiscal deterioration and heavy debt supply.
- 23 August 2026Long-end US Treasury yields look stuck under upward pressure, according to the bulk of research published this week.
- 21 August 2026Published research this week lands in a striking place: the dominant view is that US Treasury prices have further to fall, with 10-year and 30-year yields likely to stay elevated or push higher.
- 20 August 2026Published research is sharply divided on where US Treasury yields go from here, and the split comes down to fiscal reality versus policy intervention.
- 19 August 2026Published research this week leans bearish on US Treasury prices, with long-end yields seen as most exposed — though a notable cluster of analysts expects the Treasury's expanded buyback program to pull yields down…
- 18 August 2026Published research this week is overwhelmingly bearish on US Treasury prices, with most analysts expecting yields across the curve to stay elevated or push higher.
- 17 August 2026Published research this week leans heavily toward higher US Treasury yields, especially at the long end — with the 30-year already breaking through multi-decade highs.
- 16 August 2026US bond markets pulled in two directions this week, with the front end rallying on soft data while the long end kept pricing fiscal risk.
- 14 August 2026Published research this week is coalescing around a clear message on US Treasuries: long-end yields are heading higher, and the curve is set to steepen — even as a tactical camp sees near-term relief at the front end.
- 13 August 2026Published research this week leans heavily toward higher US Treasury yields, with only a small minority calling for near-term relief.
- 12 August 2026Published research this week is broadly leaning one way on US Treasuries: yields have further to rise, especially at the long end.
- 11 August 2026Published research this week points overwhelmingly in one direction on US Treasuries: yields are more likely to rise than fall across the curve, from 2-year to 30-year.
- 10 August 2026US Treasury yields sit at the center of a sharply split market — but both sides quietly agree the curve is steepening.
- 9 August 2026Weak July jobs print reset the bond narrative — yields drifted lower and the published tone turned more dovish into the weekend.
- 7 August 2026Published research on US bonds is split — and the split is mostly about time horizon, not direction.
- 6 August 2026Published research this week leans heavily toward higher US Treasury yields, with the strongest bearish bond-price bias at the long end and increasingly at the front end too.
- 5 August 2026Published research is lining up behind a bearish view on US bonds: long-end Treasury yields are seen staying elevated or grinding higher, credit spreads under widening pressure, and the yield curve biased steeper.
- 4 August 2026Published research this week leans decisively bearish on US Treasury prices — meaning most analysts see yields grinding higher from here.
- 3 August 2026Published research this week overwhelmingly points to higher US Treasury yields across the curve, with the 30Y already at multi-decade highs and pressure extending to the 10Y and front end.
- 2 August 2026US Treasury yields dominated the week, with published research broadly arguing the long end is heading higher — though a few late-week voices flagged the move may be overdone.
- 31 July 2026Published research this week is broadly pointing one way on US Treasuries: long-end yields are set to keep climbing, with the 10-year and 30-year drawing the most attention.