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Inflation Worries Lift Treasury Yields - March 1, 2021

Longer-term Treasury bond yields have been rising, with the yield on the 10-year Treasury hitting a one-year high last week (US Treasury Dept. data). It is a sign of confidence in the economy. But it also means bond investors are fretting over the possibility of higher inflation.

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Rising Treasury Bond Yields - February 24, 2021

The Federal Reserve has pledged to hold its key lending rate, the fed funds rate, at near zero for an extended period.

  • Short-term interest rates remain near zero.

Longer-term Treasury yields, however, have risen.

What’s behind the recent rise in yields? Several factors.

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The Case for Continued Economic Growth - February 18, 2021

U.S. Gross Domestic Product (GDP) is the largest measure of economic activity.

  • It expanded at a record 33.4% annualized pace in Q3 and a slower but still-healthy 4.0% in Q4, per the U.S. BEA.

Most data suggest the economy is still growing, but uncertainty regarding the path of the virus, new variants, and the rollout of the vaccines are keeping economic forecasters off balance.

Yet, there is plenty of money in the economy that could drive growth.

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Profit Growth - February 16, 2021

Still-low interest rates, fiscal stimulus and talk of more stimulus, new vaccines, and economic growth have been credited for the stock market’s powerful performance. While they have all played an important role, profit growth is now coming into play.

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