Analyses and forecasts of major central banks' monetary policy and U.S., Canadian and provincial bond markets.
- Central Bank Patience Rapidly Wearing Thin (PDF, 329 KB) - This link will open in a new
window.
- December 20, 2021
- The Situation Is Becoming More Complicated for Central Banks (PDF, 334 KB) - This link will open in a new
window.
- November 10, 2021 - Toward Gradual Monetary Policy Normalization (PDF, 325 KB) - This link will open in a new
window.
- September 17, 2021 - The Bond Market Seems Vulnerable (PDF, 327 KB) - This link will open in a new window.
- August 12, 2021 - The Federal Reserve's Change in Tone Points to Higher Bond Yields (PDF, 326 KB) - This link will open
in a new window.
- June 21, 2021 - The Bond Market Respite Promises to Be Short-Lived (PDF, 513 KB) - This link will open in a new
window.
- May 5, 2021 - The Good News Makes Things More Complicated (PDF, 322 KB) - This link will open in a new
window.
- March 4, 2021 - Bond Yields Expected to Enter a Period of Consolidation (PDF, 346 KB) - This link will open in a new
window.
- January 14, 2021
- Pandemic Developments Will Be Critical for the Bond Market (PDF, 327 KB) - This link will open in a new
window.
- November 12, 2020 - Second Wave of COVID-19 Will Prompt Central Banks to Maintain Highly Accommodative Monetary Policies (PDF, 324 KB) - This link will open in a new window.
- October 14, 2020 - Are Investors Starting to Worry about the Central Banks' Actions? (PDF, 331 KB) - This link will open in a
new window.
- August 12, 2020 - Although Economic Activity Is Gradually Resuming, Bond Yields Should Remain Very Low (PDF, 322 KB) - This
link will open in a new window.
- June 22, 2020 - Central Banks Expected to Remain in Control of Bond Markets for a Good While (PDF, 324 KB) - This link
will open in a new window.
- May 13, 2020 - Decisive Central Bank Actions Should Keep Bond Yields Very Low (PDF, 325 KB) - This link will open in a
new window.
- April 2, 2020 - Concern over the Coronavirus Boosts the Bond Market (PDF, 318 KB) - This link will open in a new
window.
- February 13, 2020 - Bond Yields Are Expected to Be More Stable in 2020 (PDF, 348 KB) - This link will open in a new
window.
- January 8, 2020
- The Federal Reserve's More Neutral Stance Is Hurting the Bond Market (PDF, 344 KB) - This link will
open in a new window.
- November 13, 2019 - Heightened Uncertainties Should Keep Yields Very Low (PDF, 533 KB) - This link will open in a new
window.
- October 2, 2019 - The Federal Reserve Seems Hesitant to Pursue More Monetary Easing, but Pressure Is Increasing (PDF, 325 KB) - This link will open in a new window.
- August 8, 2019 - The Federal Reserve Is Expected to Lower Its Key Rates Soon (PDF, 324 KB) - This link will open in a
new window.
- June 21, 2019 - Trade Tensions Put Downward Pressure on Bond Yields (PDF, 1.83 MB) - This link will open in a new
window.
- May 16, 2019 - The Federal Reserve's About-Face Marked the First Quarter of 2019 (PDF, 1.99 MB) - This link will
open in a new window.
- April 9, 2019 - The "Powell Put" Suggests Bond Yields Will Post More Limited Increases (PDF, 1.82 MB) - This link
will open in a new window.
- February 27, 2019 - Ongoing Uncertainty Causes Central Banks to Hit the Pause Button (PDF, 1.82 MB) - This link will open in a
new window.
- January 10, 2019