The usual monthly table of returns for major asset classes/assets. #economy #markets #bonds #stocks #bitcoin #gold #oil #investing #investors https://t.co/TsWaCwRNAm

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2105652670920855963

While on dispersion, have a look at this September chart of returns on 10-year government bonds:
US Treasuries were down twice as much as German Bunds (-3.7% versus -1.9%), reversing the prior US relative outperformance.
#economy #markets #bonds #yields

📉 #Bonds

"Paramount Skydance Corp.’s $41 billion of US dollar bonds to finance its takeover of Warner Bros. Discovery Inc. sold off to start their first full day of trading."

📉 #Bonds

"A move higher in oil is putting even more pressure on bonds, with yields hitting new milestones in a number of markets including the UK and the US. The UK’s long-term borrowing costs hit 6% for the first time in almost three decades whilst the 10-year Treasury note climbed to the…"

📉 #Bonds

"Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, discusses recent changes in the bond market selloff, saying it now feels “very technically-driven, very momentum-driven.” Berro says on “Bloomberg Surveillance” that she expects investors to refocus soon on…"

#economy #markets #investors #investing #stocks #bonds

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2105624783161369069

30Y Treasury yield hit 5.62%, highest since 2002. Liquidity dry, risk assets under pressure. I'm defensive: buying gold (GLD) dips, holding energy (XLE). Micron (MU) forward PE <7 is too cheap to ignore. 🛡️ #Markets #Bonds #Gold #MU

📉 #Bonds

"Growth is hurting bond prices but helping stocks."

📈 #bonds #rates

🇩🇪 Germany's 10-year government bond yield reached 3.66% on 28 September, its highest since 2009.

🇺🇸 The US 10-year Treasury yield reached 5.29% on 30 September, its highest since 2002.

midgardfinance.com/eu-yield-curve/

From the Wall Street Journal: US stocks versus bonds, year-to-date.
#economy #markets #stocks #bonds @wsj.com

From the Wall Street Journal: US stocks versus bonds, year-to-date. #economy #markets #stocks #bonds @WSJ https://t.co/YsmCQm5RTE

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2105604864189378924

📉 #Bonds

"Higher bond yields are justified by stronger nominal economic growth and rising inflation, making them a strong investment choice, says Jim Bianco, president and macro strategist at Bianco Research. Bianco tells Bloomberg Television that he has invested in bonds for the first time…"

📉 #Bonds

"Sovereign debt costs around world return to multiyear highs"

The House Of El channel is one of my favourites.

Each video includes the actual reports which I appreciate as I can go to them for more information.

#Trump #EU #microsoft #tech #bonds

📉 #Bonds

"Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)"

📉 #Bonds

"A conversation with Sherwood News Head of Markets Luke Kawa."

📉 #Bonds

"The UK’s long-term borrowing costs reached 6% for the first time in almost three decades, as concerns about persistently elevated inflation and a challenging budgetary position continued to mount."

📉 #Bonds

"The US benchmark yield climbed to the highest since 2002 with persistent inflation, massive government borrowing and strong economic growth keeping interest-rate expectations elevated."

Good News, And #Bonds Still Couldn’t Rally