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."

Citi sees value in China's 30-year government bonds, citing persistent economic weakness and shrinking longer-term debt supply as factors likely to support demand. #Bonds #Macro

🗞️ bloomberg.com

📉 #Bonds

"Capital.com Senior Market Analyst Kyle Rodda argues that strong corporate earnings continue to buffer equities against rising bond yields and AI valuation risks. He also cautions that investor tolerance could fade quickly if profit growth expectations begin to fade. (Source:…"

Right now, #Bonds with Rodgers #Marsalis #Smith #Grofé and #Copland from #Knoxville www.worldconcerthall.com/en/schedule/... #wch

📉 #Bonds

"Department limits use of ETFs to avoid taxable gains and says it could target other ‘potentially abusive’ tactics"

In 20 minutes, #Bonds with Rodgers #Marsalis #Smith #Grofé and #Copland from #Knoxville www.worldconcerthall.com/en/schedule/... #wch

Rates Up, Banks Down. Again?
#trading #stockmarket #spx #xlf #yields #rates #banks #bonds

Cheap money was the anomaly. Markets just forgot.

Higher bond yields aren’t only repricing bonds: they’re forcing stocks, property, debt and the AI capex boom to justify their returns again.

Capital has a price. Apparently, this is news.

#Markets #Bonds #FintechSCB

📉 #Bonds

"Traders are piling into options tied to fixed-income ETFs at a record pace, in a rush to position portfolios with yields on 10-year and 30-year Treasuries at the highest in two decades."

📉 #Bonds

"Vanguard Fixed Income Client Portfolio Manager Rebecca Venter says fixed income can compete with equities as yields stay elevated. She speaks on "Bloomberg The Close." (Source: Bloomberg)"

📉 #Bonds

"Michaels Cos., the arts-and-crafts retailer owned by Apollo Global Management Inc., received a credit upgrade on Monday from S&P Global. The ratings firm raised Michaels to B from B-, citing recent sales growth and debt paydowns."

Indian equities dropped hard on Monday with all 30 Sensex stocks lower. Crude near $107, US yields above 5.2% and a weakening rupee drove the selloff.

#Bonds #India #Markets #Nifty #Oil #Rupee #Sensex

HT LS. #markets #economy #bonds #yields https://t.co/G6789XulPd

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2104649972163477878

📉 #Bonds

"John Kerschner, global head of securitized products & portfolio manager at Janus Henderson, joins Scarlet Fu and Eric Balchunas on "Bloomberg ETF IQ." They discuss investors embracing shorter-term corporate debt, European investors craving tech exposure, and CLO ETF markets growing…"

📉 #Bonds

"Man Group Plc Chief Market Strategist Kristina Hooper warned that surging long-end Treasury yields threaten to topple the two pillars propping up US economic growth: AI capital expenditures and consumer spending."

📉 #Bonds

"Man Group Chief Market Strategist Kristina Hooper warns that surging long-end Treasury yields threaten to topple the two pillars propping up US economic growth: AI capital expenditures and consumer spending. She speaks on "Bloomberg The Open." (Source: Bloomberg)"