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07.08.26 - 21:01
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Treasuries Rally as Soft Jobs Data Trims Fed Rate-Hike Bets (Bloomberg)
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US Treasuries rallied after data showed employers unexpectedly cut jobs in July, suggesting labor market challenges that could impact the Federal Reserve's willingness to raise interest rates.
The yield on two-year US Treasuries, which are sensitive to near-term moves in Fed monetary policy, fell as much as nine basis points on Friday to 4.15% as traders cut bets on interest-rate hikes in the coming months. The moves were pared later in the New York trading session as oil rose, though the two-year yield remained about four basis points lower on the day near 4.20%. We get reaction from Tom Tzitzouris, Head of Fixed Income Research at Baird Strategas. (Source: Bloomberg)...
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07.08.26 - 16:54
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BlackRock′s Rieder on Jobs Report, Fed Rates and Bonds (Bloomberg)
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Rick Rieder, CIO of global fixed income at BlackRock, reacts to the July US employment report, calling it "unremarkable," and says the economy is going through a "productivity revolution." Speaking on "Bloomberg Open Interest," Rieder also discusses the outlook for Federal Reserve monetary policy and how the company is currently investing in the fixed income market. (Source: Bloomberg)...
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07.08.26 - 15:16
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Bonds & Bullion Jump, Dollar Dumps As Rate-Hike Odds Slump After Payrolls Miss (ZeroHedge)
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Bonds & Bullion Jump, Dollar Dumps As Rate-Hike Odds Slump After Payrolls Miss
As we noted in our preview, today's payrolls print was indeed "bad news is good news" as the surprise five-sigma miss (-23k) on payrolls (albeit with a drop in the unemployment rate) sent rate-hike odds reeling lower...
“History doesn't repeat, but sometimes it rhymes. For the third time in as many years, July jobs data saw a mid-summer loss of momentum. While incoming inflation data will be the ultimate arbiter, slowing jobs growth helps support a September hold,” says Lindsay Rosner, head of multi sector fixed income investing at Goldman Sachs Asset Management.
That helped smash Treasury yields lower, led by the short-end...
...which in turn crushed the dollar...
...lifting gold above $4350...
Some good news for Bessent, JPY is strengthening...
Stocks are also soaring, with Nasdaq leading the way...
Admittedly, as JPMorgan's Feroli flagged, technical effects such unwinding of World Cup-related hir...
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07.08.26 - 15:12
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ANLEIHEN-Woche #KW32 – 2026: PANDION, Deutsche Rohstoff, EPH, Mutares, ABO Energy, PAUL Tech, LEEF, JadeHawk, LR Health, ASG, Pferdewetten, PNE, EverYield, TPG, … (Anleihen-Finder)
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Kalenderwoche 32 am KMU-Anleihemarkt Die PANDION AG kann ihre am 5. August fällige Zinszahlung auf ihre Unternehmensanleihe 2021/2028 aufgrund einer kurzfristig entstandenen Liquiditätslücke zunächst nicht […]
Der Beitrag ANLEIHEN-Woche #KW32 – 2026: PANDION, Deutsche Rohstoff, EPH, Mutares, ABO Energy, PAUL Tech, LEEF, JadeHawk, LR Health, ASG, Pferdewetten, PNE, EverYield, TPG, … erschien zuerst auf Anleihen-Finder.de....
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