This sharp rise in UK gilt yields—with the 10-year up another 7 bps this morning to 5.45%—further complicates an already difficult UK budget formulation.
Indeed, this may well be the toughest fiscal formulation challenge in years.
#economy #markets #uk #budget #yields

Did you hear? BlackRock's big AI play is running into some serious investor pushback, with payouts on their new financing deal almost *doubling* previous arrangements. This isn't just a bump in the road; it signals a major shift in how the market views…

#Investors #Demand #Higher #Yields #BlackRock

The US 10-year Treasury yield stands at 5.32%, maintaining stability. This key benchmark provides insight into borrowing costs and broader economic expectations. 债券 #Economy #Yields

📈 Nasdaq at record as tech rallies.
🛢️ G7 oil move sends crude below $100.
💵 Treasury yields hit highs.
🏦 Wall Street profits jump on AI.
📊 Q3 earnings, Fed minutes eyed.
#MarketNews #Nasdaq #Oil #Yields #WallStreet #Earnings
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#Government #bond #yields are heading north. I am concerned. The #UK will muddle through, and the #US gets by with the equivalent of fiscal murder. The situation in #France is much more concerning. Read my latest take here, on TimsTake: substack.com/home/post/p-...

BMO: After a winning session yesterday—including a new all-time high for the #Nasdaq - #equityfutures are pointing about 0.4% higher this morning. Helping #marketsentiment is a step down in #global #bond #yields (10-year #Treasuries at 5.27%) and #oil prices (WTI below $88) #markets

Unusual volatility in the US yield curve:
Look at this one-month round trip across both the 2s10s and 2s30s curves: The sharp flattening down to September lows was followed by an immediate, full retracement!
(Bloomberg charts.)
#economy #markets #yields #bonds

Emmanuel Moulin, the Governor of the Banque de France (central bank) to the Financial Times.

👇

#France #markets #economy #bonds #yields @financialtimes.com

Emmanuel Moulin, the Governor of the Banque de France (central bank) to the Financial Times. 👇 #France #markets #economy #bonds #yields https://t.co/icvskcER42

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2107420792304828551

Speaking of higher borrowing costs and vulnerable sectors:
This from the front page of today's WSJ.👇
#economy #markets #housing #bonds #yields #mortgages @wsj.com

Speaking of higher borrowing costs and vulnerable sectors: This from the front page of today's WSJ.👇 #economy #markets #housing #bonds #yields #mortgages @WSJ https://t.co/wolgoOZkpY

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2107404675784036714

...
The most vulnerable sectors get hit first and hardest. Then, if elevated borrowing costs persist, the pressure both migrates up the curve and spreads across the broader economy, domestically and internationally.
#economy #markets #bonds #yields @financialtimes.com

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#SPX unfazed by rising yields. For how much longer?

Tell me in the comments below your expectations!

#yields #macro #technology #marketoutlook #stocks #bonds

XAU/USD Market Analysis: Yields and Dollar Pressure

Overview of ISM Services PMI and Economic Data The US ISM services activity index for September fell to 54.9 from 55.4 in August, slightly missing the 55.0...

#XAU/USD #Analysis: #Yields

Smart tools for smart traders.

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When bond yields kept climbing, the Australian stock market opened in the green, mirroring the upbeat mood on Wall Street. Market participants were quick to applaud the rally, though inflation fears lingered.
#Asx #Opens #Higher #Bond #Yields #Rise #Finance #Sydney #Australia #AustralianNews #Satire

Elevated CO2 can boost #yields in C3 crops, but also reduces grain mineral levels, esp. of #iron & #zinc and when combined with #drought, warming or low nitrogen. Rising #CO2 levels threaten the #nutrition quality of grains. #Biofortification and other interventions can help: doi.org/10.3389/fpls...

long-end issuance and some retreat in traditionally reliable buyers. #economy #markets #oil #energy #bonds #yields

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2107097545717555390