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25.09.26 - 01:01
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Oil, Treasury Yields & Inflation Pressure Markets (Bloomberg)
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The Close 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 MSCI Chairman & CEO Henry Fernandez, NATO Secretary General Mark Rutte, Apple Store Creator Ron Johnson, Principal Asset Management CIO George Maris, Pictet Research Institute Head Maria Vassalou, BlackRock Portfolio Manager, Global Fixed Income Investment Group Chi Chen, Whole Foods CEO & Amazon Worldwide Grocery Stores Vice President Jason Buechel, ALDI US Chief Operating Officer Dave Rinaldo, & Global Citizen CEO Hugh Evans. (Source: Bloomberg)...
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24.09.26 - 23:31
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Principal CIO on Inflation Concerns, Rising Bond Yields (Bloomberg)
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George Maris of Principal Asset Management discusses the growing pressure on equities from the bond market. The conversation focuses on whether the recent rise in yields, both overall and in terms of the speed of the move over the past few months, has reached a level where stock investors should be increasingly concerned. He speaks to Romaine Bostick & Sally Bakewell on "The Close." (Source: Bloomberg)...
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24.09.26 - 23:24
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Bond Yields Soar, Spiking Fed Rate Hike Bets (Bloomberg)
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"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Parametric SMA Fixed Income Portfolio Manager Nisha Patel, Citi Head of Global Rates Deirdre Dun, Goldman Sachs Head of Multi Sector FI Investing Lindsay Sachs, Oaktree Capital Management Deputy CIO Strategic Credit Platform Milwood Hobbs. (Source: Bloomberg)...
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24.09.26 - 21:54
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There′s Room For Bond Selloff To Go Further: Dunn (Bloomberg)
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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)...
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24.09.26 - 21:42
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Bessent Plays Hardball With "Bloomberg Bros": Yields Spike As Treasury Accepts Just 68% Of Maximum Buyback Offers (ZeroHedge)
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Bessent Plays Hardball With "Bloomberg Bros": Yields Spike As Treasury Accepts Just 68% Of Maximum Buyback Offers
Two weeks ago, treasury yields spiked to a 3 year high (still well below 5%), after the first expanded Treasury buyuback operation which had a maximum capacity of $6 billion, resulted in just $5.187 billion in actual buyback offers accepted by the Treasury.
That was a problem because as BofA's rates guru, Mark Cabana, wrote just ahead of the first buyback (his note is available to pro subs), over the last several operations the 10y-20y buybacks had received $18.7 billion of offers on average, or about 9 times oversubscribed (at the old maximum par amount permissable of $2 billion), and Treasury has always bought the maximum.
“A purchase below the max would be unprecedented for the 10y-20y bucket," he wrote.
In the end, the repurchase was some 14% below the max, and that spooked markets because it indicated that dealers were hoping Scott "the house"...
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