1️⃣ The #Bonds market has faced significant pressure in recent years, but a measured look at current conditions suggests the situation, while challenging, remains manageable compared to historical stress periods.

10-Year Treasury: at the top of its 52-week yield range (100.0% of range). Now yield 5.26% (+2.0 bp today).
https://mercatusdata.com/bonds/10y/
#10Y #Treasuries #bonds
📉 #Bonds
"The Lao government is returning to the global bond market, seeking to tap international investors with a potential triple-C offering, less than a year after raising $300 million in what was its first dollar debt sale since 2019."
📉 #Bonds
"Bond yields are climbing almost daily around the world, sparking a heated debate over the reasons why and how much further they have to run."
📉 #Bonds
"Rate-hike bets and RBI’s liquidity withdrawal are driving up funding costs."
📉 #Bonds
"The spread on the riskiest US corporate bonds has jumped above 1,000 basis points over Treasuries for the first time since the regional banking crisis in 2023. That level of risk premium typically implies high probability of default, restructuring or loss."
📉 #Bonds
"Distressed-debt hedge funds Diameter Capital Partners, Redwood Capital and FourSixThree Capital bought about $190 million of Brightline’s municipal bonds from Nuveen this week, according to people familiar with the matter."
September delivered sharp losses across the #Bonds market, with yields rising as prices fell. Historical patterns suggest October could bring further pressure, raising concerns for fixed income portfolios heading into Q4. 📉
$ZN_F options price a 0.45 point day for the next 30 days against 0.31 points delivered, 6.81% implied over 4.70% realized. Today's 0.22 point drop to 104.20 is 0.49 of the priced day. Payrolls Friday Oct 2 and the Fed Oct 28 sit inside that window.
📉 #Bonds
"Balance sheets have become unbalanced and growth in turn may suffer the consequences"
The US 10-year government bond yield is now trading at 5.30%. #economy #markets #yields #bonds https://t.co/2CMrwcKj7g
Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2105346238119874771
No one in the investing world actually believes the inflation numbers released today by the government, do they? Remember Trump fired the previous head of the department because of data that made him look bad. They are cooking the books. @bloomberg.com @cnbc.com #AYW #Bonds
🇺🇸 US 17W Treasury Auction Sells: $75B Bid-to-Cover: 2.89x Indirects: 54.1% Strong demand. #Treasuries #Bonds #UST17W
📉 #Bonds
"Governor says regulators ‘cannot stand aside’ and assume AI industry will resolve the risks it presents to financial system stability"
📉 #Bonds
"Pool supplier Leslie’s Inc. filed for bankruptcy on Wednesday, with a plan to cut about 90% of the debt and hand control to creditors, after encountering mounting challenges for its. industry."
Anthropic’s Financials Revealed — The Losses Are Stunning
why Oura delayed its IPO and what the decision says about the broader IPO market. Finally, Ed shares his take on the news that Manchester City was found guilty of financial violations