US bonds Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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06:32
Sep 04
Sep 04
Gilts vulnerable on persistent inflation and energy.
Bond markets are selling off because growth is better and inflation is likely to be more persistent into 2027; UK gilts are especially vulnerable because the UK has acute energy exposure and costs are being passed on to consumers.
HIGH
22:09
Sep 02
Sep 02
Favor equities over bonds into earnings.
Goldman Sachs argues investors should keep increasing equity exposure and reducing bond exposure because the upcoming earnings season should cover macro and rate concerns, making earnings the dominant driver.
MED
13:42
Jul 02
Jul 02
Weak jobs data supports bond market rally
The weak June jobs report reduces pressure on the Fed to hike, giving Chairman Warsh room to be patient as disinflation continues, aided by oil price declines and fading tariff pass-through. This shifts momentum from fear of hikes to expectations of lower rates, directly benefiting the bond market.
HIGH
20:06
Apr 29
Apr 29
US stocks and bonds are risky.
Traditional US stocks and US bonds face elevated risk due to potential inflation, loss of faith in paper currency, and a breakdown of the historical negative correlation between them. Both asset classes could suffer in a period of higher rates or systemic stress.
MED
22:29
Jan 28
Jan 28
Bonds and credit are ideal now
The yield curve looks about perfectly priced, with the bond market already reflecting reasonably good economic activity and disinflationary forces from tariffs, spending, and AI, making it an ideal market for bonds including credit.
HIGH
19:12
Dec 29
Dec 29
High G10 yields, falling inflation.
He likes US bonds and UK gilts because inflation should come down faster than people think and both markets have the highest nominal yields in the G10, providing yield for a defensive portfolio.
HIGH
00:18
Dec 18
Dec 18
Normalized returns: stocks 6%, bonds 5%.
Bianco expects a four-five-six world over the next several years: cash returns about 4%, bonds about 5%, and stocks about 6%. Stock returns will normalize from the recent 20% pace, but a 6% return is still decent with 3% inflation. High equity valuations mean continued gains would require blowout earnings.
HIGH
19:51
Oct 17
Oct 17
Rebalance from overweight stocks into bonds.
For a standard stock/bond portfolio, Hanke says a former 60/40 allocation is likely now about 85/15 after the stock market run. Because he cannot time the bubble, he does not necessarily advise pulling out of stocks entirely, but he says it is prudent to rebalance back toward the original target by lightening up on stocks and putting more into bonds, especially for older investors.
HIGH
About US bonds Investor Commentary
Across the available history and selected sources, Buzzberg tracks US bonds across 4 sources: 5 bullish vs 1 bearish calls from 8 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 8 total trade ideas tracked. Latest voices: Unknown Guest, Park Myung-seok, Jeffrey Rosenberg.