📉 #Bonds

"Nisha Patel, SMA Fixed Income Portfolio Manager at Parametric, and Deirdre Dunn, Head of Rates Trading at Citigroup, join Scarlet Fu on "Bloomberg Real Yield." Global bonds are renewing investors fears about inflation and another Fed rate hike as yields jump. (Source: Bloomberg)"

📉 #Bonds

"The surge that sent US Treasury yields to the highest in decades is threatening carry trades that had become the go-to strategy for emerging-market investors this year."

📉 #Bonds

"A painful fixed-income selloff is eroding returns in state and local government debt, driving the rate on benchmark 30-year municipal bonds above the 5% threshold."

📉 #Bonds

"Yields on the US’s longest-dated bonds climbed to the highest level in more than two decades, the latest milestone in a global selloff driven by inflation fears and concern about government debt burdens. Bloomberg Intelligence's Ira Jersey joins to discuss. (Source: Bloomberg)"

...
Japanese foreign exchange intervention typically involves selling US securities to buy Yen, potentially adding yield pressures to an already sensitive Treasury market.

#economy #markets #japan #yen #bonds #yields

With yields edging higher again this morning, the entire US Treasury yield curve from 5- to 30-year maturities is now trading above 5%.
(Image from the FT below.)
#economy #markets #bonds #yields

Once rates get high enough, money will usually start flowing out of stocks and into bonds, as the relative return of fixed income becomes more attractive

$TLT #Bonds #Trading

... by the multi-year reforms that many, though not all, emerging economies have pursued to strengthen their economic and financial fundamentals.
#economy #markets #em #emergingmarkets #bonds #yields

3 of 3

multi-year reforms that many, though not all, emerging economies have pursued to strengthen their economic and financial fundamentals. #economy #markets #em #emergingmarkets #bonds #yields

Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2103119245970473201

📉 #Bonds

"Bankers looking to sell £3.6 billion ($4.8 billion) of debt backing the take-private of DCC Energy Plc are expected to target high-yield bond investors and infrastructure loan buyers."

2 Bloomberg’s John Authers: Consumers’ #inflation concerns have risen since the #Iranwar drove up #oil prices nearly seven months ago, but longer-term #market-based #inflation #expectations have barely budged. #bonds #bondyields

📉 #Bonds

"“We don’t think the dollar will knock it out of the park,” says Daragh Maher, senior FX strategist at HSBC, as he discusses the “ambiguous relationship” he sees between the US dollar and Treasury yields. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)"

#Bitcoin extended losses Thursday as rising U.S. #Bonds yields pressured risk assets. Yields steadied early in the session after Wednesday's sharp surge, which triggered broad declines across risk markets.

🗞️ coindesk.com

1 BMO: #Treasury #markets remain under intense pressure with the #10-year rate setting fresh 19-year highs of 5.14% after rising the most in 18 months yesterday on higher #oil prices, strong S&P Global U.S. purchasing manager indexes, and … 🧵
#bonds

How the world's biggest bond managers are investing in a tumultuous #market - #bonds www.reuters.com/markets/weal...

30Y yields at 20-year highs, Brent >$102, Fed's Williams still fighting inflation. Higher-for-longer, not cuts. I'm long $XLE $CVX, cutting unprofitable tech, and won't touch $GLD until $4,242 holds. 🔻

#Markets #Oil #Gold #Bonds

📉 #Bonds

"A hot economy and $100 oil are fanning fears about inflation."

🥣 BofA Trims General Mills Price Target as Inflation Bites Into Packaged Food Margins

Bank of America cut its price target on General Mills, flagging inflation pressure on the packaged-food maker's costs.

$TLT #Banking #Inflation #Bonds