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18.10.25 - 16:33
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When The Curve Speaks: What The (UK) Bond Market Is Telling Us (ZeroHedge)
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When The Curve Speaks: What The (UK) Bond Market Is Telling Us
Authored by Ben Lord via BondVigilantes.com,
In 2020, the bond market awoke from a decade-long slumber and moved long-dated bonds higher, in what we call a curve steepening, even whilst short-end rates were (possibly) at paradigm lows.
It was easy to look at this steepening move as being driven by the quite justified cutting of interest rates in response to the global pandemic and the seizure in the global economy that took place, and therefore to stop there and ignore any deeper or more subtle message. Looking back at this move, there was an important increase in inflation breakevens, which are simply bond market inflation expectations. You might say that the bond market was trying to tell central bankers that if you combine super-accommodative monetary policy rates with enormous fiscal stimulus that was (again, justifiably given the circumstances) occurring, then inflation will return.
Further, looking back at the moves in bond m...
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17.10.25 - 17:30
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What a 1734 Silesian Bond Can Tell Us About the Future of Russia′s Frozen Assets (Bloomberg)
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Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it's contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting....
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16.10.25 - 17:57
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US-Anleihen: Leichte Kursgewinne (DPA-AFX)
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NEW YORK (dpa-AFX) - Die Kurse von US-Staatsanleihen haben am Donnerstag geringfügig zugelegt. Der Terminkontrakt für zehnjährige Papiere (T-Note-Future) stieg um 0,04 Prozent auf 113,28 Punkte. Die Rendite der 10-jährigen Anleihe betrug 4,02 Prozent....
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15.10.25 - 18:06
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US-Anleihen: Leichte Kursgewinne (DPA-AFX)
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NEW YORK (dpa-AFX) - Die Kurse von US-Staatsanleihen haben am Mittwoch geringfügig zugelegt. Der Terminkontrakt für zehnjährige Papiere (T-Note-Future) stieg um 0,04 Prozent auf 113,45 Punkte. Die Rendite der 10-jährigen Anleihe betrug 4,02 Prozent....
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