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A Buying Opportunity In The Bond Market This Summer
2026-05-12 · via All Articles on Seeking Alpha

Summary

  • Rising oil prices and geopolitical tensions are fueling inflation, with April CPI expected to show a 0.6% monthly increase and a 3.8% annualized rate.
  • Treasury yields are climbing, with the 10-year potentially reaching 4.5–4.75% and the 30-year up to 5.25%, presenting attractive long-term value.
  • Current fixed-income allocations favor money market funds at 3.5%, but higher yields this summer may justify extending duration and exploring corporate debt opportunities.
  • The anticipated inflation surge appears temporary; disinflation and slower growth could enable Fed rate cuts if AI investment spending peaks within 12 months.
  • This idea was discussed in more depth with members of my private investing community, The Portfolio Architect. Learn More »
Close-up bond market trading screen with rising yields. Coupons, rates, yields and other informations are displayed.

Torsten Asmus/iStock via Getty Images

Stocks inched higher yesterday, despite rising oil prices resulting from news that President Trump found Iran's response to his peace proposal "totally unacceptable." WTI crude oil is working its way back to $100, and the national gas price average remains

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Lawrence Fuller is the principal of Fuller Asset Management (FAM), a state-registered investment adviser. He is also the manager of the Focused Growth portfolio on the copy-trading platform Dubapp.com. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. FAM has a reasonable belief that this marketing does not include any false or materially misleading statements or omissions of facts regarding services, investment, or client experience. FAM has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances or market events, nature and timing of investments, and relevant constraints of the investment. FAM has presented information in a fair and balanced manner. FAM is not giving tax, legal, or accounting advice. Mr. Fuller may discuss and display charts, graphs, formulas, and stock picks, which are not intended to be used by themselves to determine which securities to buy or sell or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested. The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in market or economic conditions and may not necessarily come to pass.

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