📉 #Bonds

"The Black Swan author Nassim Taleb warned that a pullback in demand for US Treasuries risks creating a fault line across markets, potentially hurting a record-beating stock rally."

📉 #Bonds

"Casey Sprake, Market Strategist at AG Capital told Bloomberg’s Jennifer Zabasajja on Horizons Middle East & Africa, the Fed's September hike marked a turn in policy and the Bank of England may be close to the same point. (Source: Bloomberg)"

📉 #Bonds

"Mark Cabana, co-head of global rates strategy at BofA Securities, says markets and economies around the world are starting to see the bite of higher rates and that the Federal Reserve needs to keep hikes on the table. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)"

📉 #Bonds

"A selloff in shares of European banks resumed on Wednesday, with the likes of Societe Generale SA and Deutsche Bank AG tumbling more than 5%, as mounting fears over political turmoil sent bond yields higher."

📉 #Bonds

"The 10-year Treasury yield, the most important number in global finance, has broken through to its highest level since 2002. Bond yields are assumed to have an inverse relationship with stocks, so a move of this magnitude should be a problem for equities. But it hasn’t been, and…"

Mohamed El- Erian: ‘Following up on the earlier UK budget note:
The 30-year gilt yield now carries a 6% handle, reaching its highest level in 28 years.
#economy #markets #bonds #uk #yields’

📉 #Bonds

"French, Italian and UK government bonds also come under pressure in volatile trading"

Mortgage rates sit at nearly 3-year high, and demand continues to shrink, real estate mortgage applications plummet ... Learn More Here www.cnbc.com/2026/10/07/m...

#realestate #mortgage #housing #inflation #economy #bonds #stocks #realtor

“It is true, across the world, that #investors are less keen to hold #bonds. But there is no common pattern as to the driving forces.” adamtooze.substack.com/p/top-links-... (note where #Canada is on this chart)

Following up on the earlier UK budget note:
The 30-year gilt yield now carries a 6% handle, reaching its highest level in 28 years.
CNBC chart below.
#economy #markets #bonds #uk #yields

1 BMO: #Futures on the #S&P500 are lower this morning after the #index reached a record high on Tuesday. Meanwhile, #global #bonds remained under pressure as escalating attacks on #tankers passing through the #StraitofHormuz drove #Brent above $101 a barrel. 🧵
#markets

UK duration stress intensifies: 10Y gilt 5.45% (+7bp), 30Y 6.01%; OAT-Bund spread >140bp.
Budget and fiscal concerns weigh; £858m left equity funds as investors turn to bonds.
Watch repo-liquidity reforms and the early-2027 digital gilt issuance. #Gilts #Bonds

📉 #Bonds

"One little cog in the bond market’s feedback machine"

#Bonds via the AGG ETF look increasingly attractive after recent declines, though further downside remains possible if rates stay elevated or rise further. Duration risk persists in the current rate environment.

🗞️ seekingalpha.com

Good morning.
Europe is facing higher government bond yields yet again.
France, now the "high beta" economy yield-wise, is leading a regional rise that increasingly reflects a two-way dynamic with US Treasuries (albeit with varying sensitivities).
Bloomberg table below.
#economy #bonds #markets

Today, #Tower #Bonds #Haydn's 'Farewell' and #Shostakovich's Ninth from #Cardiff www.worldconcerthall.com/en/schedule/... #wch

BPCL plans a $3 billion international bond sale to fund its $2.8 billion stake in Brazil's SEAP-I offshore project and refinance debt, supporting India's crude supply diversification. https://www.theceo.in/newsletter #bpcl #oilandgas #bonds

📉 #Bonds

"And why they won’t work"

10-Year Treasury: at the top of its 52-week yield range (100.0% of range). Now yield 5.31% (+3.0 bp today).
https://mercatusdata.com/bonds/10y/
#10Y #Treasuries #bonds