📉 #Bonds

"The yield on US government 30-year debt reached fresh multiyear highs on the last day of a bruising week after a gauge of consumer sentiment exceeded economist estimates."

The 10-year Treasury yield eased to 5.19% and Brent fell toward $105 as US-Iran talks on reopening the Strait of Hormuz offered the first sign of relief.

#Bonds #Fed #Iran #Markets #Oil #Treasury

The US 10-year yield closed at its highest weekly level since 2007 (>5.0%).

It’s basic math: 5% risk-free Treasuries act as financial gravity on stock valuations, mortgages, and corporate debt.

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#Bonds #Macro #Stocks

📉 #Bonds

"Argentine bonds at double-digit yields are proving attractive to investors willing to shrug off fears about President Javier Milei’s sinking popularity ahead of elections late next year."

4 Bloomberg: “We are in a new regime,” said Samuel Martinez at Vanguard.
#bonds #bondmarkets

2 Bloomberg: Treasury Secretary Scott #Bessent has consistently suggested the #selloff in #Treasuries in recent weeks is a byproduct of higher #oil #prices — once the #Iranwar ends, prices and yields will fall, he says. 🧵
#bonds #bondmarkets

1 Bloomberg: The march higher in #bondyields is looking like a fundamental shift to a world that a new generation of #investors has never seen before — one where 5% is once again the norm, if not the floor. 🧵
#bonds #yields #Treasuries #bondmarket

This chart from John Authers always-insightful note reminds us that the (mainly but not exclusively) US-led yield surge is now a generalized phenomenon, especially when it comes to reaching multi-decade levels.
#economy #bonds #markets #yields

📈 Stocks rise: S&P 500, Nasdaq gain as volatility eases.
💸 Bond yields fall from highs, calming market nerves.
🛢️ Oil drops on US-Iran talks, easing supply fears.
#MarketUpdate #Stocks #Bonds #Oil
#MarketUpdate #Stocks #Bonds #Oil
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#economy #bonds #markets #yields @johnauthers https://t.co/A6TYhoqNtJ

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2103471095097770167

📉 #Bonds

"Treasury yields are surging past 5%, threatening to push up borrowing costs on everything from mortgages and car loans to credit cards. Ruth Carson explains why the impact is being felt far beyond Wall Street and the US. (Source: Bloomberg)"

📉 #Bonds

"A measure of Treasury volatility is heading for its biggest jump in more than a year after bond yields rose to multi-decade highs, jolting the market out of its recent slumber."

The Dow is on a 4-week losing streak — but bonds may be the real story #StockMarket #Bonds

30Y UST at 5.44%, hike odds >70%. The rate-cut trade is dead — duration is punishing everything expensive. I cut high-multiple tech, shifted duration to STIP, holding XLE and long USD. Watching 5.50% for forced-liquidation risk. 📉

#Markets #Bonds #Energy #USD

Gabelli High Income ETF Q2 2026 Commentary

$GBHI #ETFs #Bonds #Equities

📉 #Bonds

"Bond yields at 5% are the new norm, if not the floor."