|
|
|
|
|
|
|
|
|
04.09.26 - 07:00
|
Deleveraging clouds China′s AI trade as rising US Treasury yields, inflation fears persist (SCMP)
|
|
|
Chinese leveraged traders continue to unwind their bets on stocks, as unease over rising global bond yields and a lingering oil shock add uncertainty to the artificial intelligence trade.
The outstanding balance of stocks bought with borrowed money dropped to 2.62 trillion yuan (US$390.1 billion) on Thursday after a brief rebound in August, according to data from China Securities Finance. That was 13 per cent below an all-time high of 3.01 trillion yuan set on June 25. Meanwhile, short positions......
|
|
|
|
|
|
|
|
|
|
|
03.09.26 - 18:39
|
US-Anleihen: Kursgewinne (DPA-AFX)
|
|
|
NEW YORK (dpa-AFX) - Die Kurse von US-Staatsanleihen haben am Donnerstag zugelegt. Der Terminkontrakt für zehnjährige Staatsanleihen (T-Note-Future) stieg um 0,33 Prozent auf 107,77 Punkte. Die Rendite der zehnjährigen Anleihen fiel auf 4,75 Prozent. ......
|
|
|
|
|
03.09.26 - 18:12
|
Stocks, Bonds Rise as Fed-Hike Bets Ease on Waller (Bloomberg)
|
|
|
Stocks rose and bond yields fell as Federal Reserve Governor Christopher Waller said he'd be willing to support holding rates steady if price pressures continue to show signs of easing.
Keith Lerner, CIO at Truist, discusses current market moves, Fed expectations, and outlook for where the S&P 500 may end the year. (Source: Bloomberg)...
|
|
|
03.09.26 - 18:01
|
Global bond yields fall after Fed governor says he may back holding rates steady (The Hill)
|
|
|
Bond yields around the world fell on Thursday, after Federal Reserve Governor Christopher Waller said he would support holding interest rates steady if economic conditions warrant it. “If there is continued progress toward our 2 percent goal, then I am willing to support holding the policy rate at its current level,” Waller said Thursday at......
|
|
|
|
|
|
|
|
|
|
|
03.09.26 - 10:48
|
USA: Anleihenrenditen auf 25-Jahres-Hoch - Der Markt funktioniert genau so, wie er soll (Anleihencheck)
|
|
|
Frankfurt (www.anleihencheck.de) - Die Rendite 30-jähriger US-Staatsanleihen ist so hoch wie seit 25 Jahren nicht mehr, so die Experten von Columbia Threadneedle.
Anleger würden mit Besorgnis auf diesen jüngsten Anstieg schauen. Doch er sei das Resultat eines Anleihenmarktes, der genau so funktioniere, wie er solle, indem er eine Kombination aus zyklischen und strukturellen Faktoren widerspiegele. [mehr]...
|
|
|
03.09.26 - 10:36
|
What′s Behind the Big Surge in US Government Bond Yields (Bloomberg)
|
|
|
Global bond yields are at their highest level since 2008, with the 30-year US Treasury touching 5% just before Treasury Secretary Scott Bessent announced a surprise increase of his department's bond buyback program and Fed Chairman Kevin Warsh made his hawkish speech at Jackson Hole. So what's driving yields higher? And what options do policymakers have to bring them down? In this episode we speak with Stanford Professor Darrell Duffie, who's been researching bonds for years, including presenting a paper at Jackson Hole in 2023 about how to fix the US Treasury market. A lot has changed since then, and at this year's Jackson Hole symposium, we caught up with Duffie to talk about everything going on in the bond market, as well as the challenge of shrinking the Fed's balance sheet.
See Odd Lots Live in LA September 2026 https://events.bloombergevents.com/event/ODDLOTSLA/summary (Source: Bloomberg)...
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
