🇺🇸 💵
👉 What is 6% of $40 trillion?
#FT #News #Bonds #Markets #Finance #Debt #Economy #Economics #USA #US #UnitedStates #America

📈 Indices rebound: Markets end week strong.
💵 Bond watch: Treasury yields stay high, Fed in focus.
🤖 AI boost: Tech stocks surge on AI growth.
📊 CPI watch: Inflation and earnings to impact trends.
#MarketHighlights #Stocks #Bonds #Tech #Inflation
View in Timelines
The cover of this week's edition of The Economist magazine.
#economy #bonds #markets @economist.com
The cover of this week's edition of The Economist magazine. #economy #bonds #markets @TheEconomist https://t.co/kTKPcbd1uH
Source: @elerianm on X
Original Post:
https://x.com/elerianm/status/2108911511162978377
📉 #Bonds
"Europe’s political class is showing the first signs of bending to the will of an unforgiving bond market."
📉 #Bonds
"Europe’s most recent bond selloff is a “clear warning sign” that investors are getting nervous about governments’ efforts to rein in debt, according to one of Germany’s top central bankers."
📉 #Bonds
"This week, Ford, JPMorgan and the state of Michigan team up to help domestic manufacturers turn new technology into factories and supply chains. And, hyperscalers and data centers are borrowing hundreds of billions of dollars to finance AI infrastructure, transforming the corporate…"
Japan bond auction shows firmer demand as foreign-debt sales raise Bitcoin financing question
#bitcoin #japan #bonds
#Bonds traders eye a path to 6% Treasury yields — not through crisis, but through sustained fiscal deficits and sticky inflation. With the bond market closed Monday for Columbus Day, attention turns to what structural forces could push long rates higher over time.
📉 #Bonds
"Asset managers are offloading long-duration Treasuries futures contracts, an indication that forced selling is underway as cash yields hover just off multiyear highs."
📉 #Bonds
"It’s one of the least understood signals in the fixed-income world, but lately, everyone on Wall Street is abuzz about what it means as it reasserts itself in the market. Bloomberg's Ye Xie explains. (Source: Bloomberg)"
📉 #Bonds
"Liberty Global Ltd. drew a crowd on Thursday at a Morgan Stanley leveraged-finance conference in London as investors peppered executives about the cratering debt of its telecommunications joint venture."
Eleving Group launches a bond exchange offer, inviting 2023/2028 bondholders to swap into new 2026/2032 senior secured bonds at a 9% fixed coupon. Exchange window: 6-20 October 2026. Non-exchanged bonds redeemed at 101% by 2 November. #Bonds #FinTech
📉 #Bonds
"Bonds issued by Verizon Communications Inc. and AT&T Inc. weakened on Friday, following SpaceX’s announcement that it will buy US spectrum that will help the company become a “major mobile carrier” in the US."
📊 #bonds
🇫🇷 France pays 78bp over Germany to borrow for 10 years. 🇮🇹 Italy pays 81bp.
🇪🇸 Spain pays 46bp, 🇵🇹 Portugal 37bp. The old map of the euro area is gone.
Weekly Review Oct 5-9: records above, strain below — AI CDS rising, Nvidia-backed IPO pulled; credit pricing the borrower layer first. 10Y ~5.3%. CDS→RPO→backlog. https://buffett.steadyfort.com/articles/weekly-review-october-5-9-2026-the-squeeze-meets-its-arithmetic #markets #macro #bonds
📉 #Bonds
"It’s one of the least understood signals in the fixed-income world, but lately, everyone on Wall Street is abuzz about what it means as it reasserts itself in the market."