(Bloomberg data below.) #economy #markets #bonds #inflation

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2106008429718364258

France 10Y yields hit ~4.96%, highest since 2002; OAT-Bund spread reached 149bp, widest since 2012. Deficit: 5.4% of GDP in 2026 vs 5.0% target in 2027; debt projected at 121.7% of GDP. Watch budget votes, auctions and Moody’s. #France #Bonds #Eurozone

...The premium investors charge to hold those bonds over equivalent German bunds has soared, and is on track for a record weekly widening."
#economy #markets #france #bonds #yields

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📉 #Bonds

"A selloff in global debt has fueled a rout that’s hitting harder and faster in France than anyone expected, with nerves fraying about missed deficit targets and policy gridlock. The US jobs report is set be a macro highlight at a time when resilient data are supporting riskier…"

🏠 Everyone knows Treasury yields move mortgage rates. The fun part is mortgages can push back too. Refinancing and convexity hedging can turn housing into part of the bond-market move. www.ebc.com/forex/how-tr... #MortgageRates #TreasuryYields #Bonds #Housing

🇬🇧 UK 30-year yields near 6% while European stocks sell off is a nasty mix. Higher oil, inflation worries and fiscal risk are all hitting the same trade at once. www.ebc.com/forex/uk-30-... #Gilts #UKMarkets #Bonds #EuropeanStocks

📉 TLT is at a record low, the 30-year yield is pushing 5.7%, and retail buyers are still piling in. Either this is peak duration pain or one seriously crowded attempt to call the top in yields. www.ebc.com/forex/tlt-hi... #TLT #TreasuryYields #Bonds #ETF

📉 #Bonds

"Heavy selling this week pushed 10-year US Treasury yields to their highest level since 2002"

📉 #Bonds

"PIMCO President Christian Stracke examines the forces driving the global bond selloff, the yield levels that could threaten equity markets, and whether investors are underestimating the extent of policy tightening still ahead. He speaks with Paul Allen on "Insight with Haslinda…"

📉 #Bonds

"A tentative recovery in UK stocks has hit a major roadblock as the country’s bonds take some of the harshest punishment from the global selloff in sovereign debt."

📉 #Bonds

"As global government bonds wrapped up their worst quarter since 2024 due to higher oil prices and the threat of sticky inflation for the world economy, France is facing a particularly tricky trajectory. OAT-Bund spreads widened sharply as an increasingly fragmented government…"

📉 #Bonds

""Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest…"

30-Year Treasury: at the top of its 52-week yield range (100.0% of range). Now yield 5.64% (+5.0 bp today).
https://mercatusdata.com/bonds/30y/
#30Y #Treasuries #bonds

📉 #Bonds

"Indonesia has room for a global bond sale this quarter as the government plans its borrowing program for the rest of the year, according to the nation’s newly appointed finance chief."

📉 #Bonds

"Sumitomo Mitsui DS Asset Management sold its entire holdings of French government bonds amid concerns about the nation’s fiscal situation, shifting funds to German bunds and short-term Japanese government bonds."

Treasury bonds rallied and Fed rate hike bets retreated, but crude oil had nothing to do with it. Softening US data did.

So... is the economy running out of steam? Bring on the jobs report!

#macro #trading #stockmarkets #dollar #gold #bonds #EconSky

www.tastylive.com/news-insight...

📉 #Bonds

"US Treasuries rebounded from a global bond selloff as pressure in European markets fueled demand for haven assets, pulling 10-year yields down from a 24-year high. Bloomberg's Ruth Carson reports. (Source: Bloomberg)"

📉 #Bonds

"Australia’s benchmark bond yield looks poised to fall below its US counterpart for the first time in over a year, as expectations for monetary policy in the two economies diverge."

Prime Minister Lecornu tabled a 2027 budget with 54 billion euros of savings and tax rises, targeting a 5 percent deficit, as bond yields hit 24-year highs and students protested.

#Bonds #Budget #Deficit #Economy #Europe #France #Protests