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22.08.25 - 20:12
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Powell Opens Door to Interest Rate Cut | Real Yield 8/22/2025 (Bloomberg)
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"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Nuveen Head of Fixed Income Strategy Tony Rodriguez, BoFA Securities Senior US Rates Strategist Meghan Swiber, BNP Paribas Head of US Credit Strategy Meghan Robson and Oaktree Head of Liquid Performing Credit David Rosenberg. (Source: Bloomberg)...
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15.08.25 - 21:42
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Fed Portfolio Shift Could Hand Treasury $2 Trillion, BofA Says (Bloomberg)
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A possible shift in the composition of the Federal Reserve's portfolio of Treasury holdings could result in the central bank buying nearly $2 trillion of bills over the next two years, enough to absorb nearly all of the Treasury's issuance during that period, according to Bank of America Corp....
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13.08.25 - 22:48
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Bank of America Lowers Treasury Yields Outlook | Bloomberg Markets 8/13/2025 (Bloomberg)
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"Bloomberg Markets" follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Today's guests: Bank of America Securities Head of US Rates Strategy Mark Cubana, McLarty Associates Senior Managing Director of Trade Practice and McLarty Inbound Kate Kalutkiewicz, Raymond James and Associates Managing Director of Equity Research Simon Leopold. (Source: Bloomberg)...
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04.06.25 - 01:48
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Stocks Gain on US Jobs Surprise as Treasuries Fall | The Close 6/03/2025 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Winnie Cisar, Creditsights, Danielle Moran, Bloomberg News, Rohit Chopra, Federal Trade Commission, Anthony Chukumba, Loop Capital, Omair Sharif, Inflation Insights, Alix Steel, Bloomberg News, Tony Roth, Wilmington Trust, Sally Bakewell, Bloomberg News, Jessica Inskip, Stockbrokers.com, Mary Ross Gilbert, Bloomberg Intelligence, Sophia Webster, Luxury Shoe Designer, Lorraine Hutchinson, Bank Of America, Brett Rose, United National Consumer Suppliers. (Source: Bloomberg)...
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27.05.25 - 17:42
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Japan Panicks As Yields Explode, Will Trim Super-Long Bond Issuance To Calm Market (ZeroHedge)
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Japan Panicks As Yields Explode, Will Trim Super-Long Bond Issuance To Calm Market
One of the most famous modern aphorisms on Wall Street belongs to Bank of America Chief Investment Strategist, Michael Hartnett, who a decade ago wisely said that "markets stop panicking when policymakers start panicking." Last night, Japan's policymakers - faced with record long-end rates and record paper losses on insurer books - finally panicked.
Just hours after we reported that Japan's life insurance companies are facing staggering losses...
... first Reuters and then Bloomberg reported (which means that this was not a "scoop" but a premeditated trial balloon by Tokyo meant to hit all major news outlets) that Japan will take a page right out of Janet Yellens' Activist Treasury Issuance playbook and will "consider" trimming issuance of super-long bonds in the wake of recent sharp rises in yields for the notes, in an attempt to remove long-dated supply which has slammed prices...
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27.05.25 - 14:27
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Stocks Jump As Japan Panics About Soaring Bond Yields (ZeroHedge)
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Stocks Jump As Japan Panics About Soaring Bond Yields
"Stocks stop panicking after policymakers start panicking"
- Bank of America's Michael Hartnett
US equity futures are higher on US/EU trade optimism as well as global bond yield stabilization after the BOJ is reportedly looking to reduce domestic bond vol following last week's historic selloff which led to record losses on Japanese life insurers and other financial firms. As of 8:00am, S&P futures are up 1.5%, and Nasdaq futures gain 1.6% after Trump said he would extend the deadline for the European Union to face 50% tariffs until July 9; Stocks look like an 'Everything Rally' led by TMT in premarket trading with multiple Mag7 names are up more than 2% including NVDA +2.8% ahead of earnings tomorrow, buoying Semis, and Cyclicals over Defensives. The yield curve is bull flattening amid USD strengthening, perhaps setting the stage for US outperformance. 30Y yields fell six basis points to move below 5% as Japanese lo...
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29.04.25 - 15:12
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BofA′s Subramanian Makes the Case for 7% Treasury Yields (Bloomberg)
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“The idea that stocks have to implode if yields hit 5% is completely false,” says Savita Subramanian, global research head of US equity and quantitative strategy at Bank of America, as she explains why US equity markets are pointing to 7% yields on US Treasuries....
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