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Why Bond Yields Are a Key Economic Barometer | WSJ

The Wall Street Journal · 916 words · 5 min read

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0:00- [Presenter] Few things in the economy

0:02are more closely watched than bond yields.

0:05- There are forces in play that merit watching.

0:08Some commodity prices

0:09and 10-year treasury yields have climbed.

0:11- [Presenter] That's the president of

0:12The Federal Reserve of Atlanta last March

0:15speaking about how The Fed gauges inflation

0:18and why it's keeping a close eye on certain bond yields.

0:22US government bond yields are a barometer for the economy,

0:25but they're also more than that.

0:27- US government bond yields are extremely important

0:30to the US and even in the global economy.

0:32Bond yields affect everything from the cost of a mortgage

0:37to the cost of borrowing for businesses.

0:39If you're borrowing money,

0:41that's gonna be determined to a large extent

0:43by US government bond yields.

0:46- [Presenter] And changes in yields can impact you.

0:48Here's how bond yields work

0:50and why they're so crucial to the economy.

0:52(bright music)

0:57When we talk about a bond yield,

0:58we're typically talking about the annualized return

1:01an investor earns by holding a bond until its maturity date.

1:05Let's break this down.

1:06A bond is a contract with features that are set

1:09from the start.

1:10There's the maturity date,

1:11which refers to the length of the bond's life.

1:13This is generally two to 30 years.

1:16Bonds that mature between two and 10 years

1:18are also called notes.

1:20Then there's it's face value, which is the amount

1:23the bond is worth when it's first created

1:25and the amount it is guaranteed to pay on the maturity date.

1:28There's also the annual interest rate,

1:30otherwise known as the coupon rate.

1:32This is the fixed amount a bond pays each year

1:35up to its maturity date.

1:36So say an investor buys a new 10-year treasury note

1:40with a face value of $1,000 and a coupon or yield of 4%.

1:45Every year, the investor will receive $40

1:49and on the 10th year, she'll get back the original $1,000

1:52she paid for the bond.

1:54But here's the thing, as soon as she buys that bond,

1:57she can sell it to other investors

1:59and when she does certain features of the bond

2:02are subject to change.

2:04If the economy is doing well, interest rates may go up,

2:07which means new bonds will be issued at a higher yield,

2:10bringing down the value of existing bonds.

2:13Say a new batch of 10 year treasuries pay a yield of 5%.

2:17Suddenly this bond is less attractive to investors

2:21and the price has dropped.

2:22When the price goes down, the yield goes up

2:25and when interest rates go down,

2:26this same dynamic happens in reverse.

2:29The inverse relationship between the price of a bond

2:32and it's yield is key to understanding

2:34why investors care so much about bond yields

2:37and why you sometimes see yields and stocks

2:40both going up at the same time.

2:42- Investors generally like bonds

2:44because they are a safe investment.

2:46The problem is that that return is gonna be often lower,

2:49much lower than stocks.

2:51- [Presenter] Sam Goldfarb covers changes in bond yields

2:53and how they're connected to financial markets

2:55and the economy.

2:57- If investors are confident about the economy,

2:59they might not be satisfied with the small return

3:02they can get from US government bonds.

3:04They might choose to buy stocks instead.

3:06- [Presenter] But climbing treasury yields also signal

3:09that borrowing is getting more expensive.

3:11- It's basically a proxy for longer-term interest rates.

3:15If you want to get a rough sense of, you know,

3:18where your mortgage rates are gonna be going,

3:20you might look at the 10-year treasury note and it's yield.

3:23- [Presenter] Bond yields aren't just watched

3:24by economists and investors.

3:26The Federal reserve keeps a close eye on them as well.

3:29And they're not just watching.

3:31Bond yields are a key part of monetary policy

3:34that The Fed uses to help influence the economy.

3:37- There has been an underlying sense

3:39of an improved economic outlook, and that has to be part of

3:42why rates would move back up from

3:44the extraordinarily low levels they were at.

3:47- [Presenter] That's the chairman of The Federal reserve

3:49in March, 2021, talking about the rise in bond yields

3:52during the economic crisis.

3:54In 2020, The Fed had slashed short-term interest rates

3:57at controls to zero in an effort to bolster the economy

4:00and encourage spending.

4:02And bond yields, which are heavily influenced by

4:04the outlook of short-term interest rates

4:06also fell to record lows.

4:09Two years later, much of the economy has rebounded.

4:12- The economy has rapidly gained strength despite

4:15the ongoing pandemic, giving rise to persistent supply

4:18and demand imbalances and bottlenecks

4:21and to elevated inflation.

4:23- [Presenter] Last December inflation rose 7%

4:26from a year earlier.

4:27The fastest pace since 1982.

4:30This reflected rapidly rising prices

4:32on everything from houses to groceries.

4:34And when The Fed wants to restrain an overheated economy,

4:38it raises short-term interest rates.

4:40And when interest rates rise, bond yields go up as well.

4:44- If inflation is uncomfortably high,

4:46people don't like that.

4:47The Fed has a goal of keeping prices stable

4:51and so it'll try to cool the economy

4:53by raising borrowing costs.

4:56- [Presenter] Higher interest rates can send up

4:58the price of mortgages and other loans,

5:00which will likely slow down consumer spending.

5:03This sounds like a bad thing, but only to a point.

5:06Higher bond yields can help cool down the economy,

5:09which should bring down inflation in the longterm.

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