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04.06.26 - 09:24
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Renten: Hohe Volatilität, Euro-Staatsanleihen im Plus (Anleihencheck)
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Hamburg (www.anleihencheck.de) - An den Staatsanleihemärkten war im Mai eine hohe Volatilität zu beobachten, so die Experten von Union Investment.
Die Entwicklung sei von einem Mix aus Inflationssorgen, der anhaltenden geopolitischen Unsicherheit (USA/Iran) und auch fiskalpolitischem Druck durch die Notenbanken geprägt gewesen. [mehr]...
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04.06.26 - 09:00
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Investment-Grade-Anleihen: Wenn KI-Investitionen den Anleihenmarkt auf den Kopf stellen (Das Investment)
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Enge Spreads, KI-Milliarden und Rekord-Emissionsvolumen: Warum Portfoliomanager 2026 mehr Disziplin brauchen, erklärt Gastautor Jens Franck.Der Investment-Grade-Markt bietet wieder attraktive laufende Renditen: US-IG-Anleihen rentieren um 5 bis 5,5 Prozent, im Euro-IG-Markt liegen die Renditen je nach Laufzeit und Rating meist zwischen gut 3 und knapp 5 Prozent. Die Kehrseite sind historisch enge Risikoaufschläge. Der ICE BofA US Corporate OAS – ein Spread-Maß, das Anleihen unterschiedlicher Ausstattung gut vergleichbar macht – notiert aktuell um rund 80 Basispunkte, im Euro-IG-Universum teils unter 90 Basispunkten. Das sind Niveaus, die zuletzt vor der Finanzkrise 2007/2008 erreicht wurden. Der Ertrag kommt damit fast ausschließlich aus dem......
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04.06.26 - 06:15
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EUREX/Bund-Future im Frühhandel gut behauptet (Dow Jones)
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DOW JONES-- Der aktuelle Kontrakt des Bund-Futures steigt im ganz frühen Handel am Donnerstag um 5 Ticks auf 125,57 Prozent. Das Tageshoch liegt bislang bei 125,62 Prozent und das Tagestief bei 125,47 Prozent. Umgesetzt wurden bisher 11.091 Kontrakte. ......
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04.06.26 - 01:18
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India Throws Open The Bond Gates: Modi Slashes Foreign Investor Taxes In Scramble To Halt Rupee Collapse (ZeroHedge)
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India Throws Open The Bond Gates: Modi Slashes Foreign Investor Taxes In Scramble To Halt Rupee Collapse
Having spent the better part of a decade assuring the world that the Indian growth miracle was self-sustaining, structurally sound, and impervious to the “fragile five” indignities of yesteryear, New Delhi has quietly arrived at the only conclusion that ever follows a currency in freefall: print incentives, slash taxes, and beg foreigners to please, please come back.
According to Bloomberg, India is poised to announce a suite of measures to lure foreign capital - reducing taxes and removing ownership caps on certain bonds - possibly as soon as this week. The cabinet is expected to consider a “significant cut” in the taxes global funds pay on Indian bonds, with officials reportedly weighing whether to eliminate the 20% levy on bond interest income entirely, or shave it down to what the people familiar described as “a bare minimum.” Translation: foreigners weren't biting, and so...
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04.06.26 - 01:18
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Gold Dethrones The King: ECB Confirms Barbarous Relic Has Overtaken Treasuries As Top Global Reserve Asset (ZeroHedge)
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Gold Dethrones The King: ECB Confirms Barbarous Relic Has Overtaken Treasuries As Top Global Reserve Asset
In what can only be described as the latest humiliating blow to the crumbling Pax Americana, gold has officially overtaken US government bonds as the world's top reserve asset.
The FT reports that, according to a fresh report from the European Central Bank released Tuesday, bullion now accounts for 27% of global central bank reserves at the end of 2025 - up sharply from 20% the prior year.
US Treasuries, once the untouchable king of the reserve world, have been knocked down to 22% from 25%. The euro's share remained flat at 15%.
This isn't some organic portfolio rebalancing. It's a full-scale de-dollarization revolt years in the making, turbocharged by Washington's own weaponization of the dollar.
“Geopolitical tensions continue to drive strong central bank demand for gold,” wrote ECB President Christine Lagarde in the report - in the driest possible bureaucrat speak while watch...
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03.06.26 - 23:06
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RBI rejects bids for treasury bills, move signals lower rates (Times of India)
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The RBI rejected bids for longer-term treasury bills, signaling discomfort with rising short-term yields ahead of its monetary policy decision. This move, aimed at softening interest rates, comes as the MPC meets to decide on rates, with a pause widely expected. Yields on government bonds subsequently fell....
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