Summaries
- 23 June 2026Published research is lining up behind one call: US Treasury yields are headed higher across the curve, meaning bond prices fall — tactically, cyclically, and structurally.
- 22 June 2026US Treasury yields look set to grind higher across the curve, according to a strong majority of recently published research.
- 21 June 2026US Treasury yields jumped this week after a hawkish debut from new Fed Chair Kevin Warsh, with the short end leading the move.
- 19 June 2026Published research this week leans toward higher US Treasury yields, though a notable minority sees the long end eventually falling.
- 18 June 2026Published research this week is overwhelmingly pointing to higher US Treasury yields — especially at the short and middle of the curve — after a hawkish shift from the Fed.
- 17 June 2026Treasury yields look biased higher in the near term, but a real minority view says the move is almost done.
- 16 June 2026Published research is split on US bonds, but the near-term lean is toward higher yields — with pockets of opportunity in short-dated Treasuries and investment-grade credit.
- 15 June 2026Published research this week leans toward US Treasury yields staying elevated or grinding higher, with only narrow, event-driven paths to a near-term pullback.
- 14 June 2026US Treasuries spent the week caught between a dovish "rates are too tight" camp and a hawkish "supply, sticky inflation, and a Fed Chair transition" camp — with no clean winner.
- 12 June 2026Published research on US Treasuries is split, with a mild lean toward higher long-end yields but a meaningful camp expecting yields to fall by end-2026.
- 11 June 2026Published research is largely lining up on one side: US Treasury yields are heading higher, or at least staying elevated, with one notable contrarian exception.
- 10 June 2026Published research this week leans heavily toward higher US Treasury yields — meaning lower bond prices — though the picture splits by time horizon.
- 9 June 2026Researchers broadly expect US Treasury yields to drift higher across the curve, with the 2-year and 10-year tenors flagged as most exposed — though selective entry points are starting to look attractive to some.
- 8 June 2026Published research this week is overwhelmingly bearish on US Treasury prices, with a near-consensus call that yields head higher across the curve — led by the front end.
- 7 June 2026US Treasury yields backed up sharply this week as strong labor data forced a rethink of the Fed's path.
- 5 June 2026US Treasury yields are facing broad upward pressure, and the published research consensus this week leans clearly toward higher yields at the 2Y and 10Y points.
- 4 June 2026Published research this week leans hawkish on US Treasuries: yields are seen drifting higher across the curve, which means lower bond prices.
- 3 June 2026Published research this week leans heavily toward higher US Treasury yields, with only a narrow set of conditional calls pointing the other way.
- 1 June 2026Most published research this week leans bearish on US Treasuries — meaning yields higher, prices lower — with fiscal supply, sticky inflation, and geopolitics doing the heavy lifting.
- 31 May 2026US bond research split sharply this week between an inflation-driven "yields higher" camp and a late-week pivot toward yields drifting lower.
- 29 May 2026Treasury yields are pulling in two directions at once, according to recent third-party research — softer in the near term, but stickier or higher over the medium term.
- 28 May 2026Published research this week leans heavily toward higher US Treasury yields across the curve — bearish for bond prices — with only narrow, conditional exceptions.
- 27 May 2026Treasury yields are caught between competing forces, with published research broadly bearish on the long-term outlook but sharply divided on where yields head in the next few months.
- 26 May 2026Published research is leaning bearish on US Treasury prices — meaning yields stay high or push higher from here.
- 25 May 2026Published research this week is overwhelmingly pointing to higher US Treasury yields across the curve, from the 2-year through the 30-year long bond.
- 24 May 2026US Treasury yields dominated the conversation this week, with most published research leaning toward "higher for longer" — though a notable contrarian camp emerged late in the window arguing yields have overshot.
- 22 May 2026Published research this week leans bearish on US Treasury prices — meaning most analysts expect yields to stay high or push higher across maturities.
- 21 May 2026Published research on US Treasuries is splitting hard along the time horizon — and the near-term winds favor a bounce in longer-dated bonds.
- 20 May 2026Published research this week leans heavily one way on US Treasuries: prices down, yields up, with markets now pricing in the possibility of Fed hikes rather than cuts.
- 19 May 2026Published research is broadly bearish on US Treasury prices, with long-end yields at or near multi-year highs and selling pressure across the curve.