|
|
|
|
|
|
|
21.05.26 - 19:01
|
Home Buyers Hit as Bond Rout Drives Rates Higher (Bloomberg)
|
|
|
Since the oil-price shock from President Donald Trump's Iran war unleashed the biggest jump in inflation since 2023, bond prices have tumbled, pushing yields on some US government debt to the highest levels in nearly two decades.
The rate on 10-year Treasuries, which sets the floor for mortgages, has climbed to around 4.6%, with traders saying 5% is within reach.
Gennadiy Goldberg, Head of US Rates Strategy at TD Securities, joins to discuss rates breaking through key technical levels, what's really driving the selloff, and how the Fed should react. (Source: Bloomberg)...
|
|
|
|
|
21.05.26 - 18:13
|
US-Anleihen: Kursverluste - Steigende Ölpreise belasten (DPA-AFX)
|
|
|
NEW YORK (dpa-AFX) - Die Kurse von US-Staatsanleihen haben am Donnerstag nachgegeben. Gestiegene Rohölpreise belasteten die Kurse. Der Terminkontrakt für zehnjährige Staatsanleihen (T-Note-Future) fiel um 0,32 Prozent auf 108,67 Punkte. Die Rendite der ......
|
|
|
|
|
21.05.26 - 18:03
|
Is The Bond Market About To Break Washington (ZeroHedge)
|
|
|
Is The Bond Market About To Break Washington
Submitted by QTR's Fringe Finance
The bond market is beginning to force reality onto Washington, and it may ultimately force an end to the Iran war long before politicians or diplomats are willing to admit it.
For months, investors have focused on missiles, retaliation headlines, oil chokepoints, and the possibility of a broader regional escalation from the Iran War. During the geopolitical noise, I urged readers not to overlook stress in financial markets that was happening before the war even started, namely in places like private credit and subprime auto lending. I called these “real crises” hiding behind record highs while “investors” chase gamma squeezes higher in an ongoing distortion feedback loop that is making things look far better than they are under the surface.
And now, beneath all the geopolitical noise, a much more serious, harder to ignore crisis is unfolding. As Cypher says in The Matrix:
"Fasten your seat be...
|
|
|
21.05.26 - 18:03
|
Turkey Liquidated Almost All Of Its US Treasuries In March To Defend Crashing Lira (ZeroHedge)
|
|
|
Turkey Liquidated Almost All Of Its US Treasuries In March To Defend Crashing Lira
Two months ago, at the end of March, we reported that Turkey was aggressively dumping its gold reserves in a panic scramble to obtain dollar funding, which Erdogan's regime was using to keep the Turkish lira from crashing, and to also pay for energy imports which had suddenly soared in price as a result of the Iran war.
The violent selling by Turkey (and other emerging markets) was behind the brutal plunge in gold prices, which tumbled by more than $1000 from near all-time highs at the start of the war to the low 4000s by the time Turkey had done selling much of its gold.
Then earlier this week, we got another confirmation of Turkey's wild liquidation spree when the latest central bank data showed that Turkey's foreign reserves had their biggest monthly decline on record in March, as the Iran war triggered global selloffs in emerging market assets and strained the lira.
According to balance-of-payments dat...
|
|
|
|
|
21.05.26 - 17:27
|
Deutsche Anleihen: Leichte Kursverluste (DPA-AFX)
|
|
|
FRANKFURT (dpa-AFX) - Die Kurse deutscher Staatsanleihen haben nach deutlichen Vortagsgewinnen am Donnerstag ein wenig nachgegeben. Der richtungweisende Euro-Bund-Future fiel um 0,14 Prozent auf 124,78 Punkte. Die Rendite der zehnjährigen Bundesanleihe ......
|
|
|
|
|
|
|
|
|
21.05.26 - 16:18
|
How Bond Yield Surge Will Impact Economies, Markets (Bloomberg)
|
|
|
A prolonged period of elevated long-term bond yields is ramping up borrowing costs around the world. That's because investors are demanding more and more compensation for holding government debt after the war in Iran ignited fresh inflation fears and concerns also swirl about the level of public debt and central bank interest rates....
|
|
|
|
|
|
|
|
|
|
|
21.05.26 - 15:36
|
Britain′s politicians need to worry less about the bond markets – and more about the Bank of England | Daniela Gabor (The Guardian)
|
|
|
A new model of central banking would weaken the power of bond vigilantes – and help progressive politicians pay for transformative changeDaniela Gabor is professor of economics and macrofinance at Soas, University of LondonA spectre is haunting British politics: the bond markets.Defending Keir Starmer after the disastrous local election results earlier this month, the chancellor, Rachel Reeves, warned that a leadership contest would trigger the wrath of those investors who lend the state money by buying and selling UK government bonds (also known as gilts). The prospect of Andy Burnham winning that contest prompted shriller warnings: the left-leaning contender, after all, had dared to suggest governments should stop “being in hock” to the bond markets.Daniela Gabor is professor of economics at Soas, University of London Continue reading......
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
