
BND has barely moved while stocks surge, and the temptation to cut losses and rotate into equities is growing louder. But the math behind that decision may be working against everyone who acts on it.
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BND has barely moved while stocks surge, and the temptation to cut losses and rotate into equities is growing louder. But the math behind that decision may be working against everyone who acts on it.

The U.S. Treasury is stepping into one of the most fragile corners of the bond market just as long-term yields approach levels last seen nearly two decades ago. The timing is hard to ignore. On Wednesday, the Treasury announced it...

<p>Here are the daily ETF fund flows for August 18, 2026.</p>

<p>The 30-year Treasury yield recently hit 5.33%, a 19-year high, before Treasury intervention. Meanwhile the national debt is closing in on $40 trillion with the federal deficit on track to top $2 trillion this fiscal year. It’s a reality that's actively reshaping which ETFs win and which get punished. Here's how America's debt reality is hitting the ETF market right now.</p>

iShares' TLT commands $46 billion in assets but charges five times more in fees than a similar offering from Vanguard.
Following the development, the U.S. 10-year Treasury yield fell by nearly six basis points to 4.65% while the 20-year yield fell by nine basis points to 5.18%.

The Nasdaq’s early gains didn’t last long, and you can probably guess the culprit. The Nasdaq Composite was back down 0.2% after popping at the open. The S&P 500 was up 0.4%. The Dow Jones Industrial Average was up 300 points, or 0.

<p>Small-caps lagged their large-cap peers for over a decade in an environment dominated by the Fed put, failing to manifest any long lasting outperformance. With so much now changed, can small-cap performance this year manage to establish a longer-term trend or will it too prove to just be a temporary rotation? Find out what the industry experts think in this episode of<em> ETF Zoo</em>. </p>

Rising oil prices, inflation fears and higher Treasury yields are creating a favorable backdrop for inverse Treasury ETFs.

Equities sagged into the close yesterday, and they remain under pressure today thanks to a continuing selloff in government bonds. Crude oil is modestly higher, while gold, silver, and crypto are slightly lower.

An unusual surge in bond yields could trigger downside in the stock market. Here's what investors need to know about a rally in long-dated yields.

One of the most heavily-traded ETFs tracking performance in the U.S. Treasury market has just fallen to its lowest level in over 20 years.

<p>As the ETF fee war kicks up again in new categories, cost still wins with vanilla investors. However, in active categories, FactSet’s Elisabeth Kashner breaks down a growing preference for performance in this midyear ETF flow look back. </p>

<p>US-listed ETFs took in more than $38 billion last week.</p>

Stock markets are mixed in early trading. Crude oil, gold, and silver are all modestly higher, while the dollar is dipping.

<p>Are the days numbered for 351 exchanges, box spread, and dividend-avoiding ETFs? Tune into this episode of <em>ETF Zoo</em> to find out, plus learn why markets seem to care less and less about the struggling consumer, and what the recent NEOS acquisition could indicate for the future of the options income category. </p>

Peter Schiff says the world's safest asset lost half its value. Here is what the bond selloff means for Bitcoin.

Cooling inflation and weaker job data ease Fed hike bets, but Hormuz tensions increase oil risks. See how QQQ, IWM and TLT may respond.

The July 2026 jobs report was a stark confirmation that US hiring momentum has ground to a halt. For the Federal Reserve, the data leaves little choice but to lean toward looser monetary policy to stave off further labor market deterioration, says Bryan Perry, editor of Cash Machine.

Washington is floating brand-new tax cuts at the exact moment the federal deficit is blowing past levels not seen since the pandemic, and bond markets are already reacting. Here is what the latest Treasury numbers reveal about where fiscal policy could push interest rates next.

<p>Here are the daily ETF fund flows for August 10, 2026.</p>
Short-term notes tend to be highly influenced by the Federal Reserve. Long-term bonds have been responding to something else.
A rare U.S.-Japan intervention to support the yen could reshape the performances of Treasury, Japan and financial ETFs.
In my 40-plus years in this business, I’ve seen new Federal Reserve Chairmen and Chairwomen routinely tested by the market. Just look at the performance of the S&P 500 Index (^SPX) in Chairman Powell's first year. That said, I think the market narrative around Kevin Warsh is just wrong, maintains Nancy Tengler, CIO of Laffer Tengler Investments.
Rising yields on long-term Treasurys pushed the largest long-term bond fund, iShares 20+ Year Treasury Bond ETF (TLT), to a 22-year low.
Volatility is ticking higher in the $30 trillion Treasury market as investors bet that yields will push higher.
BlackRock runs three bond ETFs that harvest option premiums on top of coupon income to deliver monthly double-digit yields, but each one hides a very different risk that most income investors never think to ask about.
<p>The largest long-term Treasury ETF is down 3.8% this year, erasing most of last year's gain, as inflation and debt worries pressure the long end.</p>
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