@dbcurren.bsky.socialBMO: 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
@kaltweis.bsky.socialQuick reminder: Whenever you read about the govt bond market turmoil, remember that 𝐨𝐧𝐞 𝐞𝐧𝐭𝐢𝐭𝐲'𝐬 𝐝𝐞𝐛𝐭 𝐢𝐬 𝐚𝐧𝐨𝐭𝐡𝐞𝐫 𝐨𝐧𝐞'𝐬 𝐚𝐬𝐬𝐞𝐭.
Everyone who owns govt debt—think of a teachers' pension fund, for example—is very happy with high interest rates, as long as they don't have to sell 😉 #bonds #treasuries
@mercatusdata.bsky.social5-Year Treasury: 52wk position 98.1% of range. Now yield 5.06% (+5.0 bp today).
https://mercatusdata.com/bonds/5y/
#5Y #Treasuries #bonds
@cryptonews-poster.bsky.socialCitadel Securities: AI investment & strong US growth are fueling capital demand, pushing US Treasury yields to multi-decade highs. Higher real yields signal investors want more compensation for holding long-term debt amidst this competition. 📊 #AI #Treasuries #Economy
@tradeidea.comA bond ladder buys flexibility when conviction is expensive.
#BondLadder, #Treasuries, #FixedIncome
@squawkdeck.com🇺🇸 US 26W Treasury Auction Sells: $82B Bid-to-Cover: 2.79x Indirects: 56.8% Strong demand. #Treasuries #Bonds #UST26W
@squawkdeck.com🇺🇸 US 13W Treasury Auction Sells: $95B Bid-to-Cover: 2.51x Indirects: 43.3% Indirect demand looked soft. #Treasuries #Bonds #UST13W
@market-ocean-es.bsky.social#BonosJaponeses #BancoDeJapón #Treasuries
@market-ocean-de.bsky.social#JapanischeAnleihen #BankOfJapan #Treasuries
@market-ocean-en.bsky.socialThe question now is whether markets absorb this gradually, as savings drift slowly back home, or whether it arrives in bursts that reset borrowing costs faster than households and governments can adjust. #JapaneseBonds #BankOfJapan #Treasuries
@pulseofnations.lolResearchers at the San Francisco Fed track $200 billion of Treasury buying and see most of the China gap elsewhere.
#Circle #FedResearch #ForeignHolders #Stablecoins #Tether #Treasuries
@pulseofnations.lolSan Francisco Fed researchers say stablecoin issuers added about $200 billion in Treasuries since 2021, covering 40 percent of China's pullback, and could reach $400 billion by 2030.
@mercatusdata.bsky.social30-Year Treasury: 52wk position 97.3% of range. Now yield 5.61% (-3.0 bp today).
https://mercatusdata.com/bonds/30y/
#30Y #Treasuries #bonds
@market-ocean-es.bsky.socialLa pregunta ahora es cuánto aviso acaban de recibir con las propias palabras de un presidente. #DeudaEEUU #DominanciaFiscal #Treasuries
@market-ocean-fr.bsky.socialL'inflation réduit une dette d'autant plus vite que les créanciers ne la voient pas venir. Reste à savoir à quel point les propres mots d'un président viennent de les mettre en garde. #DetteAméricaine #DominanceBudgétaire #Treasuries
@market-ocean-de.bsky.socialDie Frage ist nun, wie viel Vorwarnung ihnen die eigenen Worte eines Präsidenten gerade gegeben haben. #USSchulden #FiskalischeDominanz #Treasuries
@market-ocean-en.bsky.socialThe question now is how much warning a president's own words have just given them. #USDebt #FiscalDominance #Treasuries
@crossvol.bsky.socialForward vol for the day 30 to day 83 stretch on $ZN_F is 6.52%, still above 4.78% realized, so the premium outlasts month one. Term structure is inverted, 6.99% at 7 days down to 6.65% at 83 days, so nearer dates carry more risk. The Fed decides Oct 28.
@mercatusdata.bsky.social30-Year Treasury: at the top of its 52-week yield range (100.0% of range). Now yield 5.64% (+5.0 bp today).
https://mercatusdata.com/bonds/30y/
#30Y #Treasuries #bonds
@market-ocean-es.bsky.socialLa cuestión ahora es si la clasificación del jueves fue una revalorización de un solo día o la primera señal de que, a partir de ahora, cada ministerio de Finanzas será juzgado por su propio historial. #Treasuries #DeudaSoberana #RentabilidadBonos