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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

😲 The #US 30-year Treasury yield reached 5.61%, its highest level since 2002, reflecting structural shifts across the 32 trillion dollar #Bonds market. Capital costs are resetting at two-decade highs.

📉 #Bonds

"Bloomberg MLIV strategist Mark Cranfield warns 10-year Treasury yields could climb to 6% as Federal Reserve policy, elevated oil prices, and geopolitical tensions maintain upward pressure. (Source: Bloomberg)"

Canadian institutional investors La Caisse and BCI outlined how they use #Bonds to manage funding, liquidity, and balance sheet needs while supporting broader portfolio strategies at the 2026 Canadian Finance Conference.

🗞️ bloomberg.com

📉 #Bonds

"Paramount Skydance Corp. has been talking to investors for months about the debt it’s selling to fund its Warner Bros. Discovery buyout, only to find that the longer it’s been forced to talk, the more it has to pay."

📉 #Bonds

"Ian Charest, Vice President, Treasury, La Caisse and Charles Lesaux, Head of Funding, BCI, discuss how institutional investors use bond markets to manage funding, liquidity and their balance sheets while supporting broader investment strategies, with Bloomberg’s Layan Odeh at the…"

The 10-year Treasury yield eased from 5.27% after the heaviest monthly selloff in two years. Markets price a 72% chance of another Fed hike in October as oil stays above $105.

#Bonds #Fed #Inflation #Markets #Oil #TreasuryYields

And this is the point. Interest rates have been decoupled from the real economy, and WE has shifted focus on liquidity issues.

What if they run out of liquidity on one side of the price? #qe #bonds #economy

The US 30-year Treasury yield has reached its highest level since 2002, as persistent #Inflation and rising oil prices continue to weigh on government bond markets. 📈 #Bonds

🗞️ ft.com

30Y Treasury closed at 5.56% Monday. Credit noticed: high-yield spread 3.02%, +0.39 pts in 20 trading days (FRED). VIX 16.3.

Bonds reprice risk while equity options barely move. SIGNUM shows both on one screen, free (terminals $50-99/mo): https://signumhq.com/app?from=bluesky

#bonds #stocks

📉 #Bonds

"The US 30-year yield has scope to reach 6% as this month’s Treasury market selloff has yet to price in the risk of a sustained increase in productivity growth, the head of US rates research at Barclays Capital said in a report."

📉 #Bonds

"Government debt extends decline as inflation and surging oil prices weigh on market"

📉 #Bonds

"Bulgaria is selling euro-denominated benchmark bonds in three tranches in its second international debt transaction since it joined the euro area this year."

📉 #Bonds

"Anders Persson, fixed income CIO at Nuveen, sees “sort of a toxic mix here that’s pushing yields higher and higher” and says his firm is moving more neutral at this point and is “not quite comfortable going long duration yet.” He speaks on “Bloomberg Surveillance.” (Source:…"

📉 #Bonds

"Yields on the US Treasury’s longest-dated bond rose for a sixth straight day, on the verge of crossing another key threshold amid a deepening selloff across global debt markets."

US 10-year Treasury yields hit 19-year highs, dragging Nifty to six-month lows.

Yields above 5.2% are triggering FII outflows from emerging markets. Nifty 50 slipped below 22,600 before a mid-day recovery.

#Bonds

Bond yields surged to multi-year highs as investors digest global risks, including the Fed's higher-for-longer rate path, geopolitical tensions, and AI infrastructure spending. The 10-year Treasury yield hit its highest level since 2007. #bonds #News