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Real yields are crushing gold in short term but long-term picture remains intact

SPDR Gold Trust (GLD) is down 36% over the past year and 6% year-to-date, facing a 15% sell-off bet by mid-July as real Treasury yields above 4% erode gold’s appeal against risk-free assets. The PHLX ...
Bloomberg L.P.

"Real Yield" Debate on Credit: Own or Not Own?

On "Bloomberg Real Yield", Alexander Wolf, global head of macro and fixed income strategy at J.P. Morgan Private Bank, and Mike Contopoulos, deputy chief investment officer at Richard Bernstein ...
Morningstar

Interest rates are headed lower - real yields suggest a half-point Fed cut is coming

The Iran cease-fire may be the 'green light' the Fed needs U.S. Treasury real yields will influence the next interest-rate decision from Chair Jerome Powell and the Federal Reserve. U.S. Treasury real ...
Seeking Alpha

SCHP: Strong Buy For The Positive Real Yield

I am initiating Schwab U.S. Tips ETF as a strong buy, citing the most attractive TIPS setup since the 2023 real yield peak. SCHP offers a 4.74% SEC yield, 3.89% YTM, and monthly inflation accrual, all ...