As US Tackles Inflation With Rate Cuts, IMF MD Sounds Alarm: 'Not Yet Time To Celebrate' Amid Looming Low Growth, High Debt
First increase in four months! The top "creditor" usa added US debt holdings in August, while China's bond holdings approached the lowest level since 2009.
According to the data from the US Treasury Department, in August, when the yen rebounded by more than 2% and relieved pressure on the local currency, Japan's holdings of US Treasury bonds increased by $13.5 billion, breaking out of the nine-month low; China's holdings decreased by $1.9 billion, marking the sixth consecutive month of decline this year.
Treasury Yields Rise on Robust U.S. Labor, Retail Data -- Market Talk
No Probability of an Upcoming Recession, According to the Several Metrics – Analyst
Treasury Yields March Higher After Latest Retail Sales Report
Goldman Sachs bets that the Federal Reserve will cut interest rates six times in a row! A graphical interpretation of Wall Street investment banks' latest interest rate forecasts.
①Among the investment banks that have recently updated their forecasts, without exception, all generally expect the Fed to cut interest rates by 25 basis points next month; ②In their year-end outlook, only Citigroup believes that the Fed's December meeting may once again cut rates by 50 basis points, while other investment banks all expect the rate cut at the December meeting to remain at 25 basis points.
Treasury Yields Extend Losses Ahead of Claims Data -- Market Talk
Daily Roundup of Key US Economic Data for Oct. 16
U.S. bonds surged! Overnight: U.S. manufacturing data collapsed, oil prices collapsed...
On the first trading day after Columbus Day holiday, the price of US government bonds ushered in a wave of sharp rise on Tuesday.
Financial Sector Leads US Stock Market To New Heights
Wall Street bond issuance frenzy is coming! Six major banks will wildly distribute $20 billion in bonds next week?
Wall Street banks are expected to launch a series of bond issuances next week to take advantage of ultra-low credit spreads and strong investor demand.
Treasury Yields Mixed as Data Point in Different Directions -- Market Talk
CICC: The "turning point" of the Sino-US cycle has emerged, where are the new opportunities for asset allocation?
The changes in the cycles of usa and china have already given birth to the asset 'crossing point'. The changes in the cycles of usa and china have brought about relatively certain crossing points, including short-term debt in the usa, real estate chains, and export chains in china, with Hong Kong stocks (especially growth stocks) outperforming A shares.
10-year US Treasury yield hits a new 10-week high intraday, mixed feelings about long-term US Treasury auctions.
The US Department of the Treasury auctions 10-year Treasury bonds with a bid yield of 4.066%, significantly soaring from last month's 3.648%, and the bid-to-cover ratio is lower than the recent average. Surprisingly strong overseas demand. Before the auction results were released, the yield on 10-year US Treasury bonds rose to an intraday high of 4.07%, and after the results were announced, the yield remained largely unchanged.
Tracking individual stock ETFs 'explode', not enough US stock ETF codes available quickly.
ETFs used in the US market are running out of stock codes at an accelerating rate. Especially for ETFs that track individual stocks, the demand for attractive stock codes is sharply increasing. Because their codes must include the codes of the tracked stocks, the number of optional code combinations is very limited.
US Treasury bonds are facing another "painful trade", how do you view the yield reaching 4% this time?
Analysts believe that interest rates in the usa will not return to pre-pandemic levels, but will face stronger nominal economic growth and inflation, signaling the end of the low interest rate era. The 10-year yield rate is closely related to crude oil product prices, with oil prices soaring by 16% since September, also driving up yields.
"Global asset pricing anchor" screams! Are US bond bears sounding the assembly call?
①With the 10-year US Treasury yield, known as the "anchor of global asset pricing," returning to above the 4% level this week; ②More and more traders are beginning to worry that the US Treasury market will further give back earlier gains this year; ③Because they expect the Federal Reserve to cut interest rates at a slower pace before the end of the year.
Treasury Yields Settle Mixed as Fed Repricing Fizzles -- Market Talk
US10Y Is Back Above 4% for the First Time in Over 2-months, so What's Next?
Just two days! The expectation of a 50 basis point rate cut was shattered as the 10-year US Treasury yield returned above 4%.
1. On Monday this week, the sharp drop in the US Treasury market further intensified, and the yield on the benchmark 10-year US Treasury bond returned above the 4% level, reaching its highest level since August; 2. Due to the unexpectedly strong US employment report announced last Friday, traders are forced to reevaluate their predictions for the outlook of the US Federal Reserve's monetary policy.