Treasuries

Following a turbulent stretch for the US bond market, traders are approaching Friday’s session with questions regarding what Treasury Secretary Scott Bessent's next move will be.

Max Kettner of HSBC predicts that US growth momentum is starting to slow down. He suggests that a sustained streak of negative economic surprises could restore buying interest, or a bid for duration, in US Treasuries.

Johns Hopkins economist Steve Hanke warned that President Trump has created a "deadly cocktail" for Treasuries, resulting in a bond selloff that is pushing yields past informal thresholds. Hanke ranks monetary forces as the primary driver, noting accelerated money supply growth (Divisia M4) which fuels inflation expectations. He expects the 10-year yield could climb another 50 basis points and advises being "very bearish" on bonds.

Asian Bonds are following Treasuries lower due to concerns over government finances. The article highlights coverage from "Bloomberg: The Asia Trade," which features insights and analysis from newsmakers and industry leaders on global markets. Bloomberg TV is currently broadcasting live from Sydney with Paul Allen.

Treasuries continued to decline as traders awaited US inflation data that could indicate the Federal Reserve is slow to address rising prices.

Global bond investors are considering shifting investments to markets like Australia and Europe due to growing doubts about the Federal Reserve's ability to control inflation, increasing pressure on U.S. Treasuries.

Treasuries are set for a third consecutive day of gains as oil prices decline due to optimism about U.S.-Iran talks potentially resuming tanker traffic around the Arabian Peninsula. The drop in oil prices is buoying Treasury performance, marking their best win streak in a month.

The US 30-year bond yield has remained above 5% for the longest period since the financial crisis, with AI debt competing with Treasuries contributing to elevated US yields.

UBS Asset Management's Kevin Zhao plans to short Treasuries, betting that the strong US economy will reduce the appeal of government debt as a haven.

Emerging bond returns are surpassing U.S. Treasuries as carry trades experience significant growth. The shift highlights increased investor confidence in emerging markets despite traditional safe-haven assets.

Treasuries slipped ahead of a payrolls report as traders evaluated comments from Kevin Warsh. The market movement reflects uncertainty around economic data and policy implications.

SpaceX raised $25 billion in its first bond sale as a public company, increasing the offering by $5 billion due to high demand. Bond investors paid a relatively large premium over Treasuries to participate in the deal.

Treasuries declined following Trump's threats against Iran, which stoked inflation fears. The market reaction indicates concerns over potential economic impacts from geopolitical tensions.

Treasuries remain unaffected by a ceasefire, and technology companies are selling bonds due to their capability to do so.

Treasuries experienced a rally as traders reduced their bets on Federal Reserve rate hikes following the Iran nuclear deal.

Schroders is moving away from US Treasuries and German Bunds to invest in Italian debt. The firm's strategy shift reflects a preference for Italian government bonds over traditionally safer assets.

Treasuries declined as improved jobs data and heightened tensions with Iran increased speculation about potential interest rate hikes.

Treasuries rose as oil prices signaled optimism about a potential Iran peace accord. The article references the US Treasury building in Washington.

Treasuries are expected to experience their largest drop in two weeks due to increased bets on Federal Reserve rate hikes.

Treasuries gained as investors anticipated the week's first batch of employment data. The market movement reflects expectations ahead of the upcoming data release.

As interest from other buyers dwindles, the trade in Treasuries increasingly relies on risky investors. Hedge funds are described as a permanent part of the Treasury market.

US Treasuries are set for their best week since the war began, coinciding with a retreat in oil prices. The article references the US Treasury Department building in Washington.

Treasuries resumed their decline as US military strikes in the Middle East pushed oil prices higher, reflecting market concerns over geopolitical tensions and energy supply disruptions.

Treasuries gained as the Department of Justice (DOJ) dropped its investigation into the Federal Reserve, removing a barrier for Warsh's potential appointment. The decision clears the way for Warsh to proceed with his role, likely related to the Fed.

US Treasuries are approaching their narrowest monthly trading range since 2020, indicating reduced price volatility in the market. The article references the US Treasury building in Washington as a contextual location.

Vanguard Group Inc. is increasing its investment in U.S. Treasuries amid the Iran conflict, which has pushed bond yields higher. The firm sees opportunities in investment-grade bonds as spreads for triple-B notes reached their tightest level since 1998.

Treasuries weakened ahead of Kevin Warsh's Senate confirmation hearing for the Federal Reserve Chair role. The hearing is scheduled for April 21 in Washington, D.C.

Former Treasury Secretary Hank Paulson warned the US should prepare for a potential collapse in demand for Treasuries, urging authorities to develop a contingency plan. The comments were made during an interview with Bloomberg Television's David Westin.

The IMF has warned that U.S. Treasuries are losing their premium advantage, raising concerns about the country's debt management strategies. Managing Director Kristalina Georgieva highlighted potential risks associated with unsustainable debt practices.

Treasuries rose as oil prices fell due to optimism surrounding an Iran peace deal. The market reaction reflects increased confidence in potential diplomatic progress affecting global energy markets.