A hub for independent voices and hard truths
Global economy’s glide to ‘soft landing’ gets bumpy as bond yields jump WASHINGTON, Oct 6 (Reuters) – Rocketing U.S. government bond yields that have led to a global jump in borrowing costs are raising new risks for economic policymakers hoping …
by flying_cofin Listen up regards, here is some quick 101 for you who don’t have slightest clue what’s driving the markets and why we are seeing all this news suddenly on Bonds and Yields: Fed led by Papa pow printed …
by j_stars Acceleration in junk yields points materially higher. Yields spiking higher across the board are going to cause hedge funds and more regional banks to blow up. Not a recipe for general equities.
by StatisticalMan Long bonds are not based solely on the current fed funds rate. They are based on projected short term rates over the duration of the long bond. They have a yield at a premium to short term rates due to …
by TBSchemer It means IT’S SHOWTIME! So you know how the Fed has been hiking interest rates to suck liquidity out of the system and reduce inflation, right? The mechanism of this is that investors see the high interest rates, and …
The Bank of Japan, which holds a staggering 47% of ALL outstanding Japanese government #debt, has announced additional bond purchases to push #yields lower. This is as awkward as it sounds!The higher the debt-to-GDP ratio, the LOWER yields. pic.twitter.com/vAL0qWM87f — …
by j_stars The era of free money and repeated financial bubbles driven by loose central banks is over. Japanese 10 Year Bond Yield And Japan’s free money has been fueling US asset bubbles for decades through the carry trade. Imagine …
Interest rates on bank deposits are reaching rock bottom, with major banks offering meager rates like Wells Fargo at 0.15%, Citibank at 0.05%, Chase, Bank of America, and US Bank all hovering at a mere 0.01%. In contrast, alternatives to …
The current situation in the US financial landscape is a cause for concern. It has been known that the top 5 US banks are over-leveraged, which can be a recipe for disaster. Over-leveraging can make these banks vulnerable to financial …
by DesmondMilesDant Imagine 5% 10yr bond yield.
by DesmondMilesDant falling interest rates for 40 years (between 1980 and 2020) means that every year money got cheaper to borrow when money gets cheaper to borrow, people and corporations borrow it and buy stuff with it, fueling bubbles in …
That’s why alot of folks are betting on extended duration treasuries. This system doesn’t work if rates trends away from zero h/t InternationalTop2405
Risk on due to recession fears… h/t inWineVerit4x
(Kitco News) – Despite the recent selling pressure, analysts note that the gold market is holding up remarkably well, given that bond yields have risen to a fresh 15-year high. Overnight, the yield on U.S. 10-year bonds pushed to 4.36%, …
Speaking of under-funded banks, Schwab just announced they are cutting jobs AND raising debt. https://t.co/Bd8grqcl0J Market not happy as exploding money market yields pressure banks to raise deposit rates or face mass exodus. pic.twitter.com/ugidUJHuIW — Mac10 (@SuburbanDrone) August 22, 2023 …
Treasury Yields Reach Highest Since 2007 Amid Elevated Rate Fears: Rising Real Yields Reflect Firmer Economy and Higher Deficits; 10-Year Yield Surpasses 4.34%, Marking Highest Level Since Financial Crisis The US bond-market selloff resumed Monday, driving 10-year yields to a …
by DesmondMilesDant Source : Summers Sees 10-Year Yields Averaging 4.75% in Coming Decade (yahoo.com) The yield on the 10-year US government bond is currently sitting at around 2.5%. However, in a recent interview, former Treasury chief Larry Summers said that he …
by DesmondMilesDant It’s like in 2007 when they kept eating junk as AA when really it was just D Give in a few months
Real yields break things up here, at 185bps, the highest since Lehman. pic.twitter.com/7od1pAtJLB — Lawrence McDonald (@Convertbond) August 15, 2023 Yes for sure. Bond markets understand that, on top of the continued large deficit spending, interest expense on the debt …
Real yields on 10-year Treasuries closed yesterday at the highest since 2009. pic.twitter.com/Ujfb0Lco7l — Lisa Abramowicz (@lisaabramowicz1) August 15, 2023 Nominal yields keep going higher and this affects corporate bonds $LQD, therefore cost of refinancing is increasing. We can expect …
Markets are RED https://finviz.com/futures.ashx Money-market funds are offering the highest yields since **2007** The yield on 100 of the largest mm funds recently hovered at 5.13%, highest in 16 years –Crane Datahttps://t.co/5pmUpnhAae @WSJmarkets pic.twitter.com/eTNjZdcaod — Gunjan Banerji (@GunjanJS) August 8, …
Earnings a mixed bag after hours – Amazon up, Apple down. We'll see what happens tomorrow. The real story is the back up in bond yields, now heading to the 2023 highs. We are one too-hot data point away from …
by Chris Black Japanese investors have already begun adjusting investment portfolios away from U.S. bonds in light of rising FX hedging costs (https://archive.is/BGtTQ) and in anticipation of higher J… Continue reading by subscribing. Username Password Remember Me Forgot …
by DesmondMilesDant This is concerning for bondholders. Stock holders love real GDP going higher. Inflation running above 4% is bad for both though.
2/ Rising bankruptcies coincides with bond yields hitting 4%, a level previously associated with the Silicon Valley Bank collapse and UK pension fund crisis pic.twitter.com/tcC6aBY9UD — Bravos Research (@bravosresearch) July 20, 2023 4/ A Deutsche Bank survey indicates that over …
by Simian_Stacker https://www.cnbc.com/bonds/ Big moves in the debt market. US 3M T-BILL YIELD new high wen 50bps pic.twitter.com/mCbZMOxnf0 — Alessio (@AlessioTMAD) June 29, 2023 1-Year Treasury Bills now have a yield of 5.32%, the highest level since December 2000 pic.twitter.com/jKj27cpliq …
by DesmondMilesDant Do these things matter? As you can see from the chart, the corporate bond spreads for both BBB and AAA rated bonds have been widening in recent years. This is indicative of increasing risk aversion among investors, as …
