Oil Price

Anatomy Of The Bond Yield

May 20, 2024 2 min read paid

We expect that the 10-year US Treasury bond yield will remain rangebound between 4.00% and 5.00% for the foreseeable future. We expect to see it more often below 4.50% (the mid-point of the range) than above it. This is consistent with our view that interest rates have normalized: They are back to where they were prior to the "Great Abnormal" period from the Great Financial

Ed Yardeni
Eric Wallerstein

Oil's Slippery Slope

Oct 4, 2023 2 min read paid

The 10-year Treasury bond yield fell for a change today. It peaked at 4.87% at 2:45 am, but ended the day at 4.72% thanks to falling oil prices and a weak September payroll employment report from ADP. Brent crude oil futures settled down $5.11, or 5.6%, to $85.81 a barrel while US West Texas Intermediate crude (WTI) fell $5.01, or 5.6%, to

Ed Yardeni

Bond Prices Are Tuning Out Some Bad News For Now

Sep 12, 2023 2 min read paid

The good news this morning was that the bond yield held below 4.30% despite rising oil prices and a mixed August survey of small business owners conducted by the National Federation of Independent Business (NFIB). Bond investors are patiently awaiting tomorrow's CPI. They might also have been calmed by a September 10 WSJ article suggesting that the FOMC isn't likely to raise the federal funds

Ed Yardeni

Oil Is Well

Aug 22, 2023 2 min read paid

Reuters reported today that the major US oil and gas producers spent more on payouts to shareholders last year than on exploration and development, according to an Ernst & Young report. By reducing capital spending, the industry is reducing its costs, contributing to upward pressure on oil and gas prices, and increasing its dividends and buybacks as profits swell. Of course, plenty of other factors are influencing prices as well.

Ed Yardeni

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Anatomy Of The Bond Yield

Oil's Slippery Slope

Bond Prices Are Tuning Out Some Bad News For Now

Oil Is Well