explore | Grilled Cheese

France’s fiscal stress is repricing sovereign risk: OAT–Bund 10Y spread ~120bp, widest since 2012; debt 119% of GDP, deficit 5.4%.
Watch €340bn of planned 2027 issuance, US Core PCE (Sep 30); ES support 7,720.25, resistance 7,798.
#Bonds #Macro

Wall Street Veteran: The Bond Sell-Off Is A Buying Opportunity

what bond market is telling us as yields march ever higher

what Nvidia’s record stock buyback means

Ed gives his take on the next phase of the AI safety debate.

#USA #Bonds #IPOs #uspoli #Markets

youtu.be/b3J2oOUF_Pw

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

#Anthropic #AI #Bonds #USA #uspoli

youtu.be/p1Sz-NDQm1o

Taxable Bonds vs Tax-Free Bonds Explained Simply

Here’s a simple look at taxation, interest income, and the key differences investors should know before comparing bond investments.

www.businessmediaint.com/bonds/taxabl...

#TaxableBonds #TaxFreeBonds #Investing #PersonalFinance #Finance #Bonds

...
For what it's worth, and for the reasons detailed earlier, my answers would be yes, and no.
#economy #markets #yields #bonds

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detailed earlier, my answers would be yes, and no. #economy #markets #yields #bonds

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2105267419199545705

📉 #Bonds

"Matthew Miskin, co-chief investment strategist at Manulife JH Investments, says at the moment “every stock on the planet is loved, every bond on the planet is disliked,” and sees PCE data as a potential catalyst for bond investors to step back into the market. He speaks on…"

30Y Treasury yields hit 5.62%, highest since 2002. Fed pricing flipped from cuts to hikes. I'm defensive 🛡️: no new leverage into PCE (core seen 3.7%), adding $GLD on dips, watching $TLT for a short squeeze. $MU earnings = AI's real test.

#Markets #Bonds #Gold #Fed

📉 #Bonds

"Greenback index is having biggest monthly gain since June."

#economy #bonds #markets #yields

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2105240951975256503

Surging bond yields are scaring stocks even if strong tech amid the AI boom is hiding it. Will the squeeze break consumers and topple the economy?

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

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

📉 #Bonds

"Rufaro Chiriseri, head of fixed income for Europe at RBC Wealth Management, discusses the outlook for Treasury yields and Federal Reserve policy. "6% on the on the 30-year is not a level that seems to be wildly out of any possibility," Chiriseri tells Bloomberg Television. "We…"

IT stocks rebound 3% snapping an eight-session losing streak today.

🔹 Nifty IT index climbs nearly 3% aided by US bond yields.
🔹 TCS, Wipro, and Coforge see gains up to 6%.
🔹 Brokerages remain cautious ahead of Q2 earnings.

#Bonds #TCS

📉 #Bonds

"US long-term borrowing costs hit their highest level in almost 25 years on Tuesday"

2-Year Treasury: at the top of its 52-week yield range (100.0% of range). Now yield 4.92% (+11.0 bp today).
https://mercatusdata.com/bonds/2y/
#2Y #Treasuries #bonds

📉 #Bonds

"China’s effort to help global investors borrow against their 3.2 trillion yuan ($477 billion) in domestic bond holdings is gaining traction, even as legal friction and low yields limit broader participation."

📉 #Bonds

"Japan’s two-year government bond auction Wednesday saw stronger demand than the 12-month average as elevated yields underpinned buying."

Paramount Skydance Corp. has started a $44B+ bond sale to fund its Warner Bros. Discovery acquisition following legal settlements. https://www.theceo.in/newsletter #paramount #bonds #finance