Alexandra Scaggs

While the central bank’s $13.8 billion portfolio of bonds and ETFs is relatively small, it does mark a shift away from pandemic relief efforts.

Bondholders may be betting that AMC will get the green light from shareholders to sell more stock, and dilute their ownership stakes to pay down debt.

Sick of fixed-income investments that pay almost no interest? There’s an alphabet soup of solid yields to be had for investors willing to ratchet up the risk.

The answer may be no, according to a pair of recent research notes.

It isn’t clear that a strong report will push Treasury yields decisively higher, but it could signal a shift to stronger labor-market readings.

The jobs report contained few signs of labor market overheating or other trends that would lead the Federal Reserve to tighten policy faster.

The Dow Jones Industrial Average, the S&P 500 and the Nasdaq all climbed to new all-time highs ahead of the U.S. holiday weekend, with the Dow notching its first record close since May.

The Dow Jones Industrial Average, the S&P 500 and the Nasdaq all climbed to new all-time highs ahead of the U.S. holiday weekend, with the Dow notching its first record close since May.

The declines in stocks and jump in volatility are all signs of a healthy market reaction to the threat of Fed tightening, strategists say, as reflected by high-yield bonds’ relatively muted response.

Markets indicate that the biggest risk this year is from the Federal Reserve’s policy shift, not slowing growth. That matters for investors’ portfolios.

Wall Street strategists say the central bank can tame prices without massive job losses by managing inflation expectations via measured rate hikes or by engineering a market correction.

The central bank chief told a House panel that policy makers are intent on fighting inflation by tightening monetary policy as data and geopolitical events dictate.

Both long-dated Treasuries and stocks are down sharply so far this year. That’s unusual in that they generally move in opposite directions.

Mary Callahan Erdoes is CEO of J.P. Morgan Asset and Wealth Management

Core bond funds, meant to protect against declines in stocks, have lost more than 6% this year.

Fed governor Lael Brainard took a hawkish tone in a speech, and markets took notice.

One type of investment product aimed at individual investors could be exacerbating the moves in the yield curve, says market veteran Harley Bassman.

Markets today are echoing 2018, the last time the central bank was raising interest rates and tightening monetary policy. The economic and geopolitical backdrop this time is different, but watch out for stress in low-rated companies.

Some on Wall Street think Wednesday’s CPI report puts a 75-basis-point interest-rate increase back on the table.

With 10-year yields comparable to Treasuries, municipal bonds could be poised for a rebound if investors’ fund selling reverses.