Summaries
- 18 May 2026US Treasuries are facing a rough stretch, and the published research consensus this week is that yields stay elevated or grind higher from here.
- 17 May 2026US Treasury yields surged this week as sticky inflation, oil-driven geopolitical risk, and fiscal anxiety pushed the bond market into a clear repricing.
- 15 May 2026Most published research is bearish on US Treasury prices in the near term — meaning yields stay high or push higher — with only a few voices calling for relief later.
- 14 May 2026Published research this week leans heavily toward higher US Treasury yields in the near term, with selective opportunities in corporate credit and a quieter strategic case for owning bonds again.
- 13 May 2026Treasuries are under pressure after April's hotter-than-expected CPI, and most published research is leaning the same way: yields up, prices down across the curve.
- 12 May 2026Published research on US Treasuries is leaning bearish on prices and bullish on yields, with most analysts arguing persistent inflation and a more hawkish Fed will keep bonds under pressure.
- 11 May 2026Published research is leaning bearish on US Treasuries and dollar credit, with most analysts seeing yields drifting higher over the medium to long term — though a few tactical rally scenarios remain in play.
- 10 May 2026US bond research split sharply this week, with the published consensus tilting toward higher yields as oil, sticky inflation, and a more hawkish Fed tone dominated the conversation.
- 9 May 2026Two contrarian setups are getting attention in published research this week: long US Treasuries and unloved corners of private credit.
- 8 May 2026Published research is sharply split on US Treasuries — and the divide is mostly about time horizon.
- 7 May 2026Treasuries: published research leans constructive, but the camp is split on where yields go next.
- 6 May 2026US Treasury views split sharply by time horizon: short-term, yields are falling as geopolitical fears ease. Look further out, and most analysts expect yields to grind higher into late 2026.
- 5 May 2026US Treasury yields are caught between a near-term inflation shock and a longer-term debate about value.