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13.10.26 - 01:06
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Hong Kong investors are warming to US Treasury bonds as yields hit 20-year high (SCMP)
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US Treasuries are looking increasingly attractive to Hong Kong investors after a prolonged sell-off pushed yields to multi-decade highs, prompting some strategists and wealth managers to recommend buying while others warned that further losses may lie ahead.
The benchmark 10-year Treasury yield surged above 5.36 per cent on Wednesday, its highest in 24 years, before retreating to around 5.23 per cent on Thursday following strong demand at a US$22 billion auction of 30-year government......
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12.10.26 - 23:12
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Rising US Bond Yields Show No Sign of Slowing (Bloomberg)
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This year, an important psychological barrier for the bond market was crossed. Yields across different US Treasury maturities exceeded levels not seen in decades. And they show no sign of slowing down.
(Source: Bloomberg)...
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10.10.26 - 15:48
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Die Zinsbombe tickt: Profis halten 6 % Rendite für möglich (Ariva)
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Die Rendite zehnjähriger US-Staatsanleihen könnte Richtung sechs Prozent klettern, warnen Profis. Gleichzeitig wittern sie Chancen in Japan. Und die Wahl im November wird zum Test für den Boom der Rechenzentren. Der Ausverkauf am Anleihemarkt ist womöglich noch nicht vorbei. David Clewell, Co-Portfoliomanager bei der Fondsgesellschaft T. Rowe Price, hält einen Anstieg der Rendite zehnjähriger US-Staatsanleihen auf 5,5 bis sechs Prozent für gut begründet. Derzeit liegt sie bei rund ......
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10.10.26 - 01:30
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Wall Street Week | Michigan Manufacturing, AI Debt Investments, Baby Bonds, Canadian Coal Fight (Bloomberg)
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This week, Ford, JPMorgan and the state of Michigan team up to help domestic manufacturers turn new technology into factories and supply chains. And, hyperscalers and data centers are borrowing hundreds of billions of dollars to finance AI infrastructure, transforming the corporate bond market. Plus, can baby bonds actually narrow America's wealth gap? Later, Alberta's Grassy Mountain project has become a test of whether Canada can expand resource exports without reigniting old environmental conflicts. (Source: Bloomberg)...
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09.10.26 - 22:00
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Treasury Hits Remaining ′Shadow Fleet′ Shipping Iranian Oil To Asia With New Sanctions (ZeroHedge)
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Treasury Hits Remaining 'Shadow Fleet' Shipping Iranian Oil To Asia With New Sanctions
The Trump administration is late this week moving to identify, punish, and cut off remaining tankers in Iran's so-called 'shadow fleet' which are still engaged in shipping Iranian oil to Asia.
Thursday saw the US Treasury impose sanctions on 17 vessels and their owners involved in transporting Iranian crude oil, petroleum products and petrochemicals - with these being mostly aging oil tankers which conduct ship-to-ship transfers and other evasive, concealment tactics.
via ShutterstockThe Treasury Department hailed the action as effectively neutralizing the vast majority of the Islamic Republic's remaining shadow fleet, through which Tehran still rakes in potentially billions in foreign oil sales, circumventing the ongoing US naval blockade of its ports.
However, it's commonly estimated that some 20 million barrels of Iranian crude remain aboard ships which are far outside the reach of the Persian Gul...
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