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WisdomTree Insights

View all WisdomTree insights in the Fixed Income category.

What Do the Midterm Results Mean for Rates?
Kevin Flanagan

What Do the Midterm Results Mean for Rates?

Divided government may not deliver the fiscal restraint bond investors expect. Kevin Flanagan examines why spending priorities and existing legislation could keep deficits elevated despite the midterm election results.

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There’s a New Kid in Town in the Bond Market
Kevin Flanagan
Maggie Lucier
Kevin Flanagan, Maggie Lucier

There’s a New Kid in Town in the Bond Market

Treasury yields have fallen as AI and tech worries revive safe-haven demand, but the forces that pushed yields higher have not disappeared. Kevin Flanagan and Maggie Lucier examine why growth, inflation, Federal Reserve policy uncertainty and debt supply could regain investors’ attention once the flight to quality fades.

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Fed Watch: Holding the Line
Kevin Flanagan

Fed Watch: Holding the Line

At the October Fed meeting, the FOMC held rates at 3.75% to 4.00%, as expected, while sticky inflation kept a December hike in play. Kevin Flanagan examines the Fed’s wait-and-see approach and why recent Treasury yield declines may not signal that upward pressure has passed.

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“Zero-ing” In on Higher Bond Yields
Kevin Flanagan
Maggie Lucier
Kevin Flanagan, Maggie Lucier

“Zero-ing” In on Higher Bond Yields

The 10-year U.S. Treasury yield reached 5.36%, its highest level in 20 years, amid a mix of growth, inflation, policy uncertainty and supply pressures. Kevin Flanagan and Maggie Lucier review the case for zero-duration strategies and how they could fit into bond portfolios as investors consider taking on longer-duration exposure.

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Higher Bond Yields Go Global
Kevin Flanagan
Maggie Lucier
Kevin Flanagan, Maggie Lucier

Higher Bond Yields Go Global

Sovereign bond yields are reaching multi-year highs across the U.S., Japan, Germany and the UK as deficit spending, inflation concerns and central bank tightening reshape the global fixed income landscape.

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The Return of the De-Dollarization Theme? Winners and Losers in the $40 Trillion Debt Era
Jonathan Flynn

The Return of the De-Dollarization Theme? Winners and Losers in the $40 Trillion Debt Era

U.S. debt has surpassed $40 trillion as rising interest costs and long-term Treasury yields bring the de-dollarization theme back into focus. Jon Flynn examines how a weaker dollar, lower real rates and persistent inflation could reshape potential winners and losers across asset classes.

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AI’s Growing Debt Appetite: Why This Time May Be Different
Behnood Noei, CFA

AI’s Growing Debt Appetite: Why This Time May Be Different

Jumbo U.S. investment-grade bond deals have already topped $384 billion in 2026, led overwhelmingly by Technology issuers. Behnood Noei examines what that concentration means for credit and duration risk, and how the WisdomTree U.S. Corporate Bond Fund (QIG) is positioned in response.

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The Bond Market Is Just Doing Its Job
Kevin Flanagan
Maggie Lucier
Kevin Flanagan, Maggie Lucier

The Bond Market Is Just Doing Its Job

UST yields are climbing back to more “normal” historical levels, but the sell-off has stayed orderly, with no liquidity or funding stress in sight. Kevin Flanagan and Maggie Lucier explain why rising rates reflect the bond market simply doing its job, and how WisdomTree’s Zero Duration Suite can help portfolios adapt.

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Bessent & Warsh Go Down the Jackson Hole
Kevin Flanagan

Bessent & Warsh Go Down the Jackson Hole

Treasury yields have climbed to levels not seen since before the 2007 Financial Crisis, and the Treasury Department’s latest buyback push barely dented the trend. Kevin Flanagan examines why the bond market remains in “selling on strength” mode ahead of Fed Chair Warsh’s first Jackson Hole appearance.

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High Yield in 2026: Quality Is the Differentiator
Behnood Noei, CFA

High Yield in 2026: Quality Is the Differentiator

High yield default rates are holding at 1.9%, even as markets price in one to two Fed rate hikes for 2026. Behnood Noei examines how WisdomTree's high yield products have navigated this year's volatility and why disciplined issuer selection is becoming the defining factor in high yield performance.

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