https://bondfish.com/readings/ Stay updated with Bondfish Readings, exploring the fundamentals of fixed income markets & latest news shaping your bond portfolio. en Sun, 01 Nov 2026 12:00:00 GMT https://bondfish.com/readings/weekly-bond-digest-october-26-november-1-2026 https://bondfish.com/readings/weekly-bond-digest-october-26-november-1-2026 Sun, 01 Nov 2026 12:00:00 GMT Market movers US 10Y yield fell 7bp to 4.93%. Heimstaden led gainers (+6.3%), Intrum led losers (-3.1%), S&P lifted Telecom Italia to investment grade. https://bondfish.com/readings/france-debt-crisis https://bondfish.com/readings/france-debt-crisis Thu, 29 Oct 2026 12:00:00 GMT Educational stuff France debt crisis bonds: the 10-year OAT pays 152bp over Bunds, more than BBB+ Italy, despite an Aa3 rating. What it means for holders. https://bondfish.com/readings/4-percent-rule-bonds https://bondfish.com/readings/4-percent-rule-bonds Tue, 27 Oct 2026 12:00:00 GMT Educational stuff 4 percent rule bonds backtest: in 1,509 U.S. retirements since 1871, bonds barely cut 4% failure rates but lifted the worst case from 3.1% to 3.8%. https://bondfish.com/readings/weekly-bond-digest-october-19-october-25-2026 https://bondfish.com/readings/weekly-bond-digest-october-19-october-25-2026 Sun, 25 Oct 2026 12:00:00 GMT Market movers US 10-year yield falls to 5.00% as French bond stress spreads. Ukraine's 2035 bond leads gainers, Virgin Media O2 bonds slide. Moody's lifts TSMC. https://bondfish.com/readings/risk-parity-portfolio-retail https://bondfish.com/readings/risk-parity-portfolio-retail Thu, 22 Oct 2026 12:00:00 GMT Educational stuff Risk parity portfolio for retail investors, backtested 1973-2026: stocks and Treasuries at equal risk earned 8.1% a year vs 9.4% for 60/40. https://bondfish.com/readings/barbell-vs-bullet-vs-ladder https://bondfish.com/readings/barbell-vs-bullet-vs-ladder Tue, 20 Oct 2026 12:00:00 GMT Educational stuff Bond barbell vs bullet vs ladder at equal duration, 1977–2026: the bullet earned 6.12% a year, the T-bill barbell 5.49%. When each one wins. https://bondfish.com/readings/weekly-bond-digest-october-12-october-18-2026 https://bondfish.com/readings/weekly-bond-digest-october-12-october-18-2026 Sun, 18 Oct 2026 12:00:00 GMT Market movers US 10-year yield falls to 5.07% as AI fears spread. Long US bonds lead gainers, CoreWeave's 2030 bond drops 6.2%. S&P lifts Sandisk to BBB. https://bondfish.com/readings/permanent-portfolio-backtest https://bondfish.com/readings/permanent-portfolio-backtest Thu, 15 Oct 2026 12:00:00 GMT Educational stuff Permanent portfolio backtest, 1972-2026: Browne's 25% stocks, bonds, gold and cash earned 9.2% a year with a worst year of -11.3%. Full results. https://bondfish.com/readings/bond-ladder-vs-bond-fund https://bondfish.com/readings/bond-ladder-vs-bond-fund Tue, 13 Oct 2026 12:00:00 GMT Educational stuff Bond ladder vs bond fund, tested on 56 years of Treasury data: 5.83% vs 5.79% a year. Why fees and payout dates decide, not returns. https://bondfish.com/readings/weekly-bond-digest-october-5-october-11-2026 https://bondfish.com/readings/weekly-bond-digest-october-5-october-11-2026 Sun, 11 Oct 2026 12:00:00 GMT Market movers US 10-year yield hits 5.36%, a 24-year high, then eases. Ukraine and Romania bonds gain, Paramount bonds fall. S&P cuts Nike to A. https://bondfish.com/readings/rolling-down-the-yield-curve-strategy https://bondfish.com/readings/rolling-down-the-yield-curve-strategy Thu, 08 Oct 2026 12:00:00 GMT Educational stuff A rolling down the yield curve strategy earned 3.66% a year in Treasuries since 1996 vs 3.17% held to maturity. When it fails, and what it offers now. https://bondfish.com/readings/bond-tent-glidepath-retirement https://bondfish.com/readings/bond-tent-glidepath-retirement Tue, 06 Oct 2026 12:00:00 GMT Educational stuff A bond tent glidepath cuts stocks to 30% at retirement, then rebuilds. We tested 1,389 U.S. retirements since 1881: when it helps and what it costs. https://bondfish.com/readings/sovereign-debt-crisis-sovereign-hyperscaler-ai-bond-yields https://bondfish.com/readings/sovereign-debt-crisis-sovereign-hyperscaler-ai-bond-yields Tue, 06 Oct 2026 12:00:00 GMT Market movers Compare sovereign, hyperscaler, and AI bond yields as rising debt levels reshape global fixed-income markets and investor opportunities. https://bondfish.com/readings/weekly-bond-digest-september-28-october-4-2026 https://bondfish.com/readings/weekly-bond-digest-september-28-october-4-2026 Sun, 04 Oct 2026 12:00:00 GMT Market movers Investors flee to German bonds as Italy's spread jumps to 114bp. US 10-year yield hits 5.27%, highest since 2002. Ukraine and Paramount bonds fall. https://bondfish.com/readings/all-weather-portfolio-backtest https://bondfish.com/readings/all-weather-portfolio-backtest Thu, 01 Oct 2026 12:00:00 GMT Educational stuff All Weather portfolio backtest, 1991 to 2026: 7.8% a year with far smaller crashes than 60/40, until 2022 exposed its big bet on long Treasuries. https://bondfish.com/readings/extending-bond-duration-before-rate-cuts https://bondfish.com/readings/extending-bond-duration-before-rate-cuts Tue, 29 Sep 2026 12:00:00 GMT Educational stuff Extending bond duration before rate cuts won in 5 of 6 Fed cycles since 1994. The one loss was 2023. Our backtest shows when locking in yields pays. https://bondfish.com/readings/weekly-bond-digest-september-21-september-27-2026 https://bondfish.com/readings/weekly-bond-digest-september-21-september-27-2026 Sun, 27 Sep 2026 12:00:00 GMT Market movers US 5-year yields top 5% for the first time since 2007. Oracle and Comcast long bonds fall, Mölnlycke leads gainers, S&P cuts Paramount. https://bondfish.com/readings/trend-following-in-bonds https://bondfish.com/readings/trend-following-in-bonds Thu, 24 Sep 2026 12:00:00 GMT Educational stuff Bond trend following momentum, backtested on 60+ years of Treasuries: a simple 12-month rule sat out 2022 and cut the worst loss from -26% to -10%. https://bondfish.com/readings/building-a-tips-ladder-for-inflation-proof-retirement-income https://bondfish.com/readings/building-a-tips-ladder-for-inflation-proof-retirement-income Tue, 22 Sep 2026 12:00:00 GMT Educational stuff TIPS ladder retirement income lets you lock in a guaranteed real return for 30 years. See what a ladder yields now and how to build one. https://bondfish.com/readings/weekly-bond-digest-september-14-september-20-2026 https://bondfish.com/readings/weekly-bond-digest-september-14-september-20-2026 Sun, 20 Sep 2026 12:00:00 GMT Market movers The Fed hiked for the first time in three years and curves flattened. UK long gilts led gainers, US high yield fell, EU and Citigroup led new deals. https://bondfish.com/readings/is-the-60-40-portfolio-back https://bondfish.com/readings/is-the-60-40-portfolio-back Thu, 17 Sep 2026 12:00:00 GMT Educational stuff Is the 60/40 portfolio back? After the 2022 crash it recovered to new highs, but stock-bond diversification is only partly restored, with a euro view. https://bondfish.com/readings/t-bill-and-chill https://bondfish.com/readings/t-bill-and-chill Tue, 15 Sep 2026 12:00:00 GMT Educational stuff T-bill vs bond returns since 1991: cash finally beat high-grade bonds in the 2020s, but lost to inflation and badly lagged a 60/40. See the data. https://bondfish.com/readings/weekly-bond-digest-september-7-september-13-2026 https://bondfish.com/readings/weekly-bond-digest-september-7-september-13-2026 Sun, 13 Sep 2026 12:00:00 GMT Market movers Bond yields hit multi-year highs as energy prices and hawkish central banks drive a global sell-off. French bonds fall; corporate credit stays calm. https://bondfish.com/readings/weekly-bond-digest-august-31-september-6-2026 https://bondfish.com/readings/weekly-bond-digest-august-31-september-6-2026 Sun, 06 Sep 2026 12:00:00 GMT Market movers Yields edged up before a coin-flip Fed meeting. ONEOK led gainers, US utilities fell, Teva regained investment grade, EIB priced a 5bn euro deal. https://bondfish.com/readings/weekly-bond-digest-august-24-august-30-2026 https://bondfish.com/readings/weekly-bond-digest-august-24-august-30-2026 Sun, 30 Aug 2026 12:00:00 GMT Market movers Warsh's hawkish Jackson Hole speech lifted short-dated Treasury yields and flattened the curve. Top gainer Nature 2052; top loser Discovery 2029. https://bondfish.com/readings/energy-prices-and-bond-yields-why-rising-oil-and-gas-lift-rates https://bondfish.com/readings/energy-prices-and-bond-yields-why-rising-oil-and-gas-lift-rates Fri, 28 Aug 2026 12:00:00 GMT Educational stuff Energy prices and bond yields are rising together in 2026. Here is why oil and gas push yields up, and what it means for your bonds. https://bondfish.com/readings/weekly-bond-digest-august-17-august-23-2026 https://bondfish.com/readings/weekly-bond-digest-august-17-august-23-2026 Sun, 23 Aug 2026 12:00:00 GMT Market movers Long-dated yields hit multi-decade highs as gas prices spiked. UMB Financial led gainers, long bonds fell, SK hynix upgraded, and new issuance surged. https://bondfish.com/readings/broker-review-abn-amro https://bondfish.com/readings/broker-review-abn-amro Thu, 20 Aug 2026 12:00:00 GMT Broker reviews ABN AMRO bonds review: a safe, Dutch-only 111-bond shelf, cheap dealing but a percentage service fee. Who it fits and who should look elsewhere. https://bondfish.com/readings/broker-review-degiro https://bondfish.com/readings/broker-review-degiro Thu, 20 Aug 2026 12:00:00 GMT Broker reviews DEGIRO bonds review: flat ~€3 per trade, 327 tradeable bonds, BaFin-licensed bank, 0% on cash. Who it fits and who should look elsewhere. https://bondfish.com/readings/broker-review-directa https://bondfish.com/readings/broker-review-directa Thu, 20 Aug 2026 12:00:00 GMT Broker reviews Directa bonds review: flat €5 fees, 3527 issues on Borsa Italiana, CONSOB-regulated with a €20,000 cover ceiling. Who it fits and who should look elsewhere