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30.05.26 - 19:00
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What To Own Before A Bond Market Crisis (ZeroHedge)
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What To Own Before A Bond Market Crisis
Submitted by QTR's Fringe Finance
As I wrote last week, foreign Treasury selling with yields already on the rise has perked up my attention.
For decades, investors have treated U.S. Treasuries as the ultimate safe haven. In nearly every major panic, money rushed into government bonds, not away from them.
But with deficits surging, interest costs climbing, and foreign demand for Treasuries no longer as unquestioned as it once was, some investors have started asking a different question: if the Treasury market itself ever came under severe stress, what assets could potentially hold up best?
The answer is far from straightforward, and it is important to emphasize that a true Treasury crisis remains a relatively low-probability scenario because the entire global financial system is built around the assumption that U.S. government debt remains stable.
Still, in a worst-case bond market environment, some assets appear structurally better positioned than ...
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30.05.26 - 14:12
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Why Britain′s Bond Market Is Sounding the Alarm (Bloomberg)
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As political uncertainty grows in the United Kingdom, investors are increasingly focused on the country's fiscal outlook and rising government borrowing costs. Bloomberg Opinion Columnist John Authers says concerns over spending, debt, and political instability are pushing gilt yields higher, reviving memories of past market crises that helped topple governments from Harold Wilson to Liz Truss. With Britain's debt burden elevated and both major parties under pressure to spend more, the bond market is increasingly shaping the limits of economic policy. Authers argues the UK may be confronting fiscal pressures earlier than other advanced economies, offering a warning about the broader risks facing heavily indebted governments worldwide.
(Source: Bloomberg)...
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30.05.26 - 13:48
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The Good, the Bond and the Equity – ein Kommentar von Falko Bozicevic (BondGuide)
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Der KMU-Anleihemarkt bewegt sich Richtung Sommer etwas. Bisher ist das Emissionsjahr allerdings kaum der Rede wert. Noch ist nicht aller Monate Jahr – der Kommentar von Falko Bozicevic. > Die laufende Emission der am Kapitalmarkt gut bekannten PNE kam mit gewisser Ansage. Die bestehende Anleihe ist von 2022 und […]...
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30.05.26 - 10:30
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Writing′s on the wall for the bond market – for those who can read it (SCMP)
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There is a good deal more to the rapid rise in bond yields around the world, not least in Asia, than meets the eye. It suggests a recognition by financial markets that governments are spending beyond their means, tax revenues and borrowing power.
The implication is that either taxes need to rise or public spending needs to fall, or alternatively that financial markets, stock markets in particular, must shift their priorities away from glamour stocks in the tech and artificial intelligence (AI)......
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30.05.26 - 09:36
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ANLEIHEN-Woche #KW22 – 2026: PNE, Iute, reconcept, EPH, Singulus, Photon Energy, LAIQON, Tempton, BOOSTER, Energiekontor, Südzucker, HÖRMANN, DEAG, HMS Bergbau, PORR, Formycon, PCC, Circus, TPG, … (Anleihen-Finder)
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Ereignisreiche Woche am KMU-Anleihemarkt Die PNE AG treibt in der Kalenderwoche 22 die Platzierung ihrer neuen Unternehmensanleihe 2026/31 (ISIN: DE000A460J75) planmäßig voran. Seit dieser Woche […]
Der Beitrag ANLEIHEN-Woche #KW22 – 2026: PNE, Iute, reconcept, EPH, Singulus, Photon Energy, LAIQON, Tempton, BOOSTER, Energiekontor, Südzucker, HÖRMANN, DEAG, HMS Bergbau, PORR, Formycon, PCC, Circus, TPG, … erschien zuerst auf Anleihen-Finder.de....
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30.05.26 - 00:15
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Japan Prepares To End Quantitative Tightening Amid Bond Market Turmoil (ZeroHedge)
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Japan Prepares To End Quantitative Tightening Amid Bond Market Turmoil
With Japanese bond yields recently hitting record highs and bond market volatility soaring, overnight Reuters floated a trial balloon that Japan's central bank may pause the unwinding of its massive debt holdings next fiscal year, which would give Prime Minister Sanae Takaichi some relief amid growing investor concerns about her growing spending plans.
A pause would mark a turning point in the Bank of Japan's quantitative tightening plan - started in 2024 as part of Governor Kazuo Ueda's efforts to unwind a decade-long, massive stimulus which everyone said would result in failure. Well, there it is. The next step, of course, is more QE.
According to Reuters, which is well known for being the mouthpiece of BOJ insiders, at its June 15-16 meeting, the Japanese central bank will review its bond taper plan running through March next year and lay out a new plan for fiscal 2027. With no change expected to the existing t...
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29.05.26 - 21:42
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Treasuries Finish Lackluster Session Roughly Flat (AFX)
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WASHINGTON (dpa-AFX) - After recovering from an early slump to end the previous session higher, treasuries turned in a relatively lackluster performance throughout much of the trading day on Frida......
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29.05.26 - 18:18
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US-Anleihen: Kursgewinne - Hoffnung auf Iran-Einigung (DPA-AFX)
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NEW YORK (dpa-AFX) - Die Kurse von US-Staatsanleihen haben am Freitag zugelegt. Der Terminkontrakt für zehnjährige Staatsanleihen (T-Note-Future) kletterte um 0,10 Prozent auf 110,16 Punkte. Die Rendite der zehnjährigen Anleihen fiel auf 4,44 Prozent....
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29.05.26 - 15:00
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Bank of England′s Bailey says no rush to raise interest rates amid Iran war uncertainty (The Guardian)
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Inflation can be tolerated above 2% target for now 'given context of softness in real economy', governor saysBusiness live – latest updatesThe Bank of England is in no rush to raise interest rates while the outcome of the Iran war remains uncertain and the UK's growth rate stays weak, the governor, Andrew Bailey, said.In a signal that borrowing costs will remain at 3.75% at least during the summer, Bailey said it was tolerable for inflation to stay above the Bank's 2% target during the current crisis. However, that would change if a more permanent increase in prices began to take effect. Continue reading......
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