๐ #Bonds
"Borrowing is getting harder for companies."

๐ #Bonds
"Borrowing is getting harder for companies."
Plutarch's Construction of the Greek Past: Male Eros, Marriage, and Military Cohesion from Xenophon to the Imperial Era
theorionblogown.blogspot.com/2026/10/plut...
#essay #male #relationships
#marital #customs #military
#bonds #work #Plutarch
#education #marriage #sexuality
#Greece #Greeklove
๐ #Bonds
"Treasury Secretary Scott Bessent said the recent rise in US Treasury yields was in line with global trends and didnโt warrant consternation, even as worries about persisting price pressures pushed some benchmark rates to their highest in more than two decades."
๐ #Bonds
"As Paramount Skydance Corp. and Oracle Corp. vault into the ranks of corporate Americaโs biggest borrowers, their links to the same man โ billionaire Larry Ellison โ are starting to stir angst on Wall Street."
New piece: The Compute Ticker โ AI demand meets its first two-way market. CME's H100/B200 rental futures launch Monday. Same week, Toshiba proved an AI scarcity premium can be contested for $380M (STX -11%, WDC -7%). The skeptics just got cheaper ammunition. $NVDA #markets #macro #AI #bonds
๐ #Bonds
"Looking at the most cited factors reveals a mixed picture"
๐ #Bonds
"A historic surge in global bond yields is becoming a bigger problem for European stocks as investors confront the possibility of stubborn inflation and mounting government debt."
๐ #Bonds
"Americaโs โexceptionally largeโ budget deficits and inexorably rising debt risks making it increasingly vulnerable to fickle investors, Scope Ratings warned."
๐ #Bonds
"30-year yields are above 6 per cent for the first time since 1998"
30-Year Treasury: 52wk position 97.3% of range. Now yield 5.61% (-3.0 bp today).
https://mercatusdata.com/bonds/30y/
#30Y #Treasuries #bonds
๐ #Bonds
"Bond traders are betting so heavily that more interest-rate hikes from the Federal Reserve are on the horizon that even the anticipated slowdown in job growth is unlikely to significantly alter the outlook."
๐ #Bonds
"A FOIA request has uncovered another little-known feature of life at the top of the Justice Department: attorneys general have used alternate email addresses to conduct government business for over a decade. This time around, Bloomberg News Senior Investigative Reporter Jasonโฆ"
๐ #Bonds
"Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)"
๐ #Bonds
"Wall Street has spent weeks trying to make peace with the great bond selloff. Friday offered some short-lived relief โ along with a warning about the damage from stubbornly high yields across investment strategies of all stripes."
๐ #Bonds
"Bloomberg's Scarlet Fu and Tom Keene discuss their must-read book on this week's edition of "Bloomberg Money." They discuss 'A Fabulous Debt' by Robin Wigglesworth and 'These Are The Plunderers' Gretchen Morgenson. (Source: Bloomberg)"
๐ #Bonds
"Torsten Slok, chief economist at Apollo, joins Scarlet Fu an Tom Keene on "Bloomberg Money." He says the yields you can get now in fixed income are "juicy." (Source: Bloomberg)"
Forward vol for the day 30 to day 83 stretch on $ZN_F is 6.52%, still above 4.78% realized, so the premium outlasts month one. Term structure is inverted, 6.99% at 7 days down to 6.65% at 83 days, so nearer dates carry more risk. The Fed decides Oct 28.
Markets are pricing in rate cuts NOW. Bonds are front-running what Powell refuses to admit: inflation's breaking the economy's back.
#Economy #LaborMarket #FederalReserve #Jobs #Unemployment #Inflation #Markets #Bonds #Recession #BlueSky #MedSky #LawSky #press