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.

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.
#economy #bonds #markets #yields
Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2104932600175350054
US Treasury yields have stabilized today, at least for now, following the sharp surge across all maturities (WSJ chart below). #economy #markets #bonds #yields https://t.co/wAfbyTAecw
Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2104910889124081952
'I am the House now'-Bessent the 'Baghdad Bob of bonds,' @pkrugman.bsky.social: #Bessent #Bonds #Treasuries (wouldn't #Treasurys, as in #Treasury bonds, actually be the grammatically correct plural?, asking for a friend... ;-)
Bain: the AI buildout needs ~$6T/yr of revenue to justify itself. Only $1.2-1.8T exists. At a 5.2% 10Y yield, the $4.2T demand gap gets a vote every day. $NVDA $MU #AI #macro #bonds buffett.steadyfort.com/articles/the-4-2-trillion-question-mark-bain-puts-a-number-on-the-ai-demand-gap
📉 #Bonds
"Edward Yardeni, president at Yardeni Research, says the rise in yields “might be the revenge of the bond vigilantes” and explains why he finds good and bad news in the rapid repricing of the bond market. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)"
📉 #Bonds
"Gilts extended gains across the curve, with benchmark UK 10-year yields almost 7bps lower as oil and natural gas prices fell to new lows on the day. The moves followed reports that EU officials do not expect the US to ban diesel exports and that Qatar is holding meetings with the…"
📉 #Bonds
"Colin Purdie, Manulife CIO of Public Markets, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to discuss opportunities in the global bond market amid rising yields. (Source: Bloomberg)"
💷 Burnham warned careless conference pledge could trigger fresh borrowing-cost shock📈
londonlovesbusiness.com/burnham-warn...
#UKEconomy #AndyBurnham #Gilts #Bonds #Markets #Investing #Budget
💷 Burnham warned careless conference pledge could trigger fresh borrowing-cost shock📈
londonlovesbusiness.com/burnham-warn... @nigeljgreen.bsky.social
#UKEconomy #AndyBurnham #Gilts #Bonds #Markets #Investing #Budget
📉 #Bonds
"Jim Bianco says the Fed has made it clear it will stamp out inflation."
📉 #Bonds
"Thailand may turn to shorter-term instruments to meet the government’s borrowing needs in the fiscal year starting Oct. 1, a top official said, as rising US Treasury yields drive turbulence across global bond markets."
📉 #Bonds
"The global selloff in government bonds is "overdone" and a turn in the market is due, according to Mark Dowding, fixed income CIO at RBC BlueBay. Speaking on Bloomberg Television, he says the selloff was "not really justified" judging from data including inflation. (Source:…"
The Philippines raised 84.9B pesos (~$1.36B) in a 2.5-year retail Treasury bond auction. With bids hitting 188.6B (6.3x the 30B target), the coupon was set at 6.875%. Public offer runs to Oct 7. Sale size reflects Manila's broader funding mix. #Philippines #Bonds
5-Year Treasury: 52wk position 96.7% of range. Now yield 4.98% (-5.0 bp today).
https://mercatusdata.com/bonds/5y/
#5Y #Treasuries #bonds
Japan's 40-year bond auction sees strongest demand since 2020 on higher yields. This could strengthen the yen, boost Japanese bond ETFs and weigh on banks and utilities. Gold and oil stay cautious amid rising yields. #Markets #Bonds #Yen #OhNoTheMarkets
📉 #Bonds
"Japan’s 40-year government bond auction drew its strongest demand since 2020 as relatively high yields attracted investors."