Michael Koyfman·Oct 21The 5% Club: Why a Bond Yield Not Seen Since 2007 Is Rewriting the Rules for StocksOver the last two decades or so, investors ignored a 10-year Treasury yield of 5% and considered it an artifact of the era of flip phones…A response icon1A response icon1
James Picerno·Oct 15Inflation Concerns Push 10-Year Yield Further Above Fair ValueThe yield premium on the U.S. 10-year Treasury note continued to rise in September, driven by concerns over inflation and government debt…
James Picerno·Jul 15June’s Drop in the Yield Premium Faces a Gulf‑Driven Reality CheckThe market premium for the U.S. 10‑year Treasury yield dipped in June after rising for three months, based on a fair‑value estimate…
James Picerno·Jun 11US 10-Year Yield Risk Premium Continues To RiseThe Iran conflict and rising inflation risk have continued to widen the market premium for the 10‑year yield relative to a fair‑value…
James Picerno·Mar 29The ETF Portfolio Strategist: 29 MAR 2026Markets continue to price in higher odds that the Iran war will inflict economic pain that lasts longer and runs deeper than previously…
James Picerno·Dec 19, 2025The market premium for the 10-year Treasury yield continues to trade at a narrow gap over a “fair…The updated estimate indicates that the 10-year yield traded roughly 18 basis points above fair value in November, based on analytics…
InDefinity NetworkbyRylan·Jan 21, 2022Technical Analysis: Weekly Market StrategyThis is the next instalment of a weekly, exclusive, series of technical analyses that DeFinity is proud to share with its community.
InDefinity NetworkbyRylan·Jan 14, 2022Technical Analysis: Weekly Market StrategyThis is the next instalment of a weekly, exclusive, series of technical analyses that DeFinity is proud to share with its community.
