BSJQ

Despite the move lower late last week, U.S. Treasury yields are still holding well above recent lows and close to highs not seen in more than a year. Read more here.

Even as hyperscalers start from a position of strong balance sheets, rising capital spending and falling free cash flow signal a shift toward leverage.

Tech firms have been issuing billions in debt to fund their AI ambitions, but so far there’s been no shortage of demand from bond investors. TD Asset Management's Rachana Bhatt discusses.

The Bureau of Labor Statistics reported on April 3, 2026, that the U.S. economy added 178,000 nonfarm payroll jobs in March, nearly triple the consensus forecast of 60,000.

For high-yield investors, the word of the day is judgment. Today’s backdrop is supportive, yet nuanced—which is exactly when disciplined, active credit selection can matter most.

In addition to portfolio diversification, most investors consider bonds for the income that they provide. To understand that, investors can look at the yield.

Ongoing U.S.-Iran tensions continue to drive market volatility, with oil prices fluctuating above $100 per barrel for Brent crude. Read more here.

Credit has fully reversed the widening triggered by the Middle East conflict, despite ongoing uncertainty. Read more here.

Uncertainty surrounding US-Iran peace talks are pushing oil back into focus. TD Asset Management's Hafiz Noordin breaks down the impact on monetary policy and the bond market.

Leading economic indicators continue to point to underlying resilience, but market-based measures of growth expectations and risk appetite have cooled.

The first three months of 2026 featured a mind-boggling confluence of geopolitical and economic events.

Markets are repricing interest rate expectations as the conflict drags on. TD Asset Management's Scott Colbourne warns that renewed inflation pressures could trigger a 2022‑style environment

Fixed-income markets are absorbing geopolitically driven supply-side shocks by repricing rates higher — lifting bond yields and improving the entry point for investors.

Higher prices and tighter credit are straining lower‑income households, while asset‑rich households remain supported by elevated housing and equity wealth.

The MoneyShow Chart of the Day shows the ICE BofA US High Yield Index Option Adjusted Spread. Clearly, US companies are paying more to borrow money now. Read more here...

Bond market volatility remains elevated despite ceasefire relief.

Our monthly Fixed-Income Monitor consolidates the views of our investment team to help identify opportunities and risks across the asset class.

There is little in the way of market pricing that suggests investors are very concerned about the consequences of today's upcoming events.