iShares Core US Aggregate Bond ETF

AGG

Market cap $136B

@CharlesSchwab's Collin Martin breaks down the state of treasury yields and the U.S.-Iran War's impact on them. He says for the most part, stagflation doesn't appear to a huge issue for the economy even though all eyes are on the inflationary front given the rising cost of oil and gas.

A carousel of leaders has taken its toll, driving up borrowing costs and dragging down investment.

Gold drops as rates rise on Thursday, as we continue to see higher yields work against the value of gold. At this point, we are seeing a lot of overhead pressures, but still have a longer-term bullish run possible.

For decades, the playbook for high-income investors was almost reflexive: put municipal bonds in your taxable account, put Treasuries and corporates in your IRA.

Inflation-protected funds don't always protect against inflation. As consumer-price inflation hits a three-year high due to the Iran war, the premise in their names is being tested.

CPI Inflation recently accelerated to a three-year high due to elevated energy prices tied to the U.S-Iran conflict. Treasury bond yields have risen sharply due to expectations that the Federal Reserve will pivot to interest rate hikes.

Treasurys rose in price terms in Asia on Tuesday morning following a U.S. holiday on Monday.

Kevin Warsh was sworn in as Federal Reserve Chairman this week, and the most striking thing about his arrival is how little Wall Street seems to care.

Here is what the U.S. Treasury curve looks like right now: 1-year: 3.8% 2-year: 4.1% 3-year: 4.2% 5-year: 4.3% 7-year: 4.5% 10-year: 4.7% The Treasury does not issue four, six, or eight-year notes directly, so those rungs are filled with secondary-market paper or by interpolating along the curve.

Joumanna Bercetche, Tom Mackenzie and Ven Ram break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."