Summaries
- 30 July 2026Published research this week points to a striking split in the US Treasury market: long-dated yields are pushing to multi-year highs while short-dated yields drift lower, producing one of the sharpest curve steepenings…
- 29 July 2026Published research this week leans strongly toward higher US Treasury yields, especially at the long end — though a dissenting camp sees relief further out.
- 28 July 2026Published research this week leans heavily toward higher US Treasury yields across the curve — bearish for bond prices — though a few contrarian takes complicate the picture.
- 27 July 2026Published research this week leans strongly toward higher US Treasury yields — across tactical, cyclical, and structural horizons — with only a small contrarian camp seeing near-term relief.
- 24 July 2026Published research is lining up behind higher US Treasury yields in the near term, with an unusually broad bearish consensus on bond prices.
- 23 July 2026Published research is leaning heavily toward higher US Treasury yields across the 2Y, 10Y, and 30Y — which means lower bond prices. The dissenting views exist, but they're conditional.
- 22 July 2026Published research this week leans heavily toward higher US Treasury yields — but the consensus isn't unanimous.
- 21 July 2026Published research is broadly leaning toward higher US Treasury yields across the curve, with the 10-year drawing the most bearish attention.
- 20 July 2026Published research this week leans heavily toward "higher for longer" US Treasury yields, but sees US corporate credit as a solid total-return play.
- 19 July 2026US bond research split sharply this week on where yields go next, with dovish and hawkish camps both firing.
- 17 July 2026Published research is genuinely split on where US Treasury yields go from here — and it's a real directional fight, not just a timing gap.
- 16 July 2026Treasury yields are caught in a tug-of-war, and where you land depends almost entirely on your time horizon.
- 15 July 2026US bond research is split right now, and the split is mostly about time horizon, not direction.
- 14 July 2026Published research this week is lining up behind one call: US Treasury yields are biased higher across the curve, and high-yield credit spreads are likely to widen.
- 13 July 2026Published research this week leans heavily toward higher US Treasury yields — but the consensus isn't unanimous, and near-term CPI data could shift the front end.
- 12 July 2026US Treasuries stayed under pressure this week, with the bulk of published research arguing that "higher for longer" still has room to run.
- 10 July 2026Published research this week leans heavily toward higher US Treasury yields and wider credit spreads, with only a narrow dissenting camp arguing for a near-term price bounce.
- 9 July 2026Treasury yields are being pulled two ways, and published research this week is openly split on which force wins.
- 8 July 2026Published research this week leans bearish on US Treasuries, with most analysts expecting yields to grind higher — though one contrarian voice sees a dovish pivot ahead.
- 7 July 2026Published research this week leans bearish on US Treasury prices, with most analysts expecting yields to grind higher — though a notable contrarian voice sees room for a gradual decline.
- 6 July 2026US Treasury yields have split the research community, with the bigger camp leaning toward higher yields but a serious minority betting the long end drifts lower.
- 5 July 2026US bond markets spent the week caught between a hawkish Fed pivot and softer labor data — and by Friday, the debate had clearly tilted.
- 3 July 2026Published research is split on US Treasuries, but the common thread is a steeper yield curve — not a clean call on outright levels.
- 2 July 2026Published research this week leans bearish on US Treasuries, with the long end under the most pressure and curve steepening a recurring theme.
- 1 July 2026US Treasury yields are caught in a genuine tug-of-war, with published research split on where the 10-year heads over the next 6–18 months.
- 30 June 2026Published research this week leans bearish on US bonds and credit — but the debate is unusually live.
- 29 June 2026Published research this week leans heavily toward higher US Treasury yields across the curve, with the Fed more likely to hike than cut.
- 26 June 2026Published research is leaning heavily toward higher US Treasury yields across the curve — but the near-term picture is messier, with tactical calls pointing the other way at both the front and long end.
- 25 June 2026Treasury research is split down the middle right now — and the divide is really about whether the Fed stays patient or has to chase a slowdown.
- 24 June 2026Published research this week leans heavily one way on US Treasuries: yields are headed higher, and bond prices lower. The lone caveat comes from a contrarian thread arguing bonds could rally if AI-driven growth…