US Treasuries

An auction of 10-year and 30-year US treasuries attracted investor appetite despite demands for increased compensation. While subdued core inflation eased concerns regarding Federal Reserve rate hikes, investors are questioning if elevated yields can be sustained due to soaring government spending, budget deficits, and AI demand.

Amid global economic uncertainty fueled by wars, trade tensions, and inflation, central banks are increasingly stockpiling gold. According to a survey, 89% of central banks expect global gold reserves to grow, viewing it as a safe asset for diversification and protection against fiat currency instability.

BlackRock’s 'Widow Maker' Treasury ETF has fallen to its lowest level in over two decades due to a decline in longer-dated US Treasuries. The drop is attributed to persistent inflation concerns negatively impacting fixed-income portfolios.

Tether reported a $1.5 billion profit in Q2 as the USDT supply expanded and its gold holdings increased to over 146 metric tons. The stablecoin's assets include U.S. Treasuries, repo agreements, and significant gold reserves.

BlackRock Inc. asserts that elevated yields in US Treasuries provide investors with protection against losses. The firm highlights the current yield environment as offering a cushion for bond investors.

BNY plans to eliminate the weekend lag in U.S. Treasuries by implementing 24/7 financial rails. The initiative aims to address delays in treasury transactions occurring over weekends.

The new Fed boss, Warsh, is reluctant to indicate future interest rate moves. This ambiguity may impact hedge funds holding US Treasuries.

Jupiter Fund has shifted its investments from US Treasuries to European bonds. The fund is reallocating assets away from American government securities toward European debt instruments.

Invesco, a trillion-dollar asset manager, is entering the tokenized stablecoin reserve sector. The fund will focus on investments in U.S. Treasuries, repo agreements, and cash equivalents to maintain a stable $1 net asset value.

Gold now accounts for 27% of global reserve holdings, overtaking US Treasuries as the world's largest reserve asset. The shift raises questions about the dominance of the US dollar in global reserves.

US Treasuries, traditionally a safe-haven asset, are increasingly seen as a potential risk to the financial system. The article questions whether they are becoming a financial chokepoint.

Jim Zelter of Apollo predicts that high-grade debt sales will surpass US Treasuries. The article highlights his outlook on debt market performance.

China is one of the world’s largest buyers of gold as central banks shift towards the precious metal, which has overtaken US Treasuries in global reserves. The European Central Bank reported that China was the fourth-largest per-country buyer in 2025 after Poland, Kazakhstan, and Brazil, purchasing 25 tonnes, with total purchases exceeding 350 tonnes.

Gold has surpassed US Treasuries as the world’s top reserve asset, with its share of reserves rising to 27% due to a historic bullion rally. Central banks are diversifying their holdings away from the US dollar, according to the ECB.

Argentina's junk-rated bonds are yielding lower returns than US Treasury bonds, an unusual market phenomenon reflecting investor sentiment toward Argentine debt. This inverted yield relationship highlights the complex dynamics of emerging market investing and Argentina's financial positioning.

Gold prices remain steady amid US-Iran tensions and uncertainty over Federal Reserve rate hike decisions. Market volatility has affected equities and cryptocurrencies, with investors shifting toward safer US Treasury assets while gold and silver prices have reversed from recent gains.

Hong Kong is planning to launch a new gold-clearing system in July, amidst market volatility and a reversal in gold and silver prices. The system's launch is expected to drive investors into safer assets. The move comes as Bitcoin's value tumbles and the stock market experiences whipsaws.

Japan is scheduled to release its fourth-quarter GDP figures on February 17, and a Japanese official expressed doubt over potential US Treasuries sales. The country's economic performance is being closely watched. Japan's GDP figures will provide insight into the country's economic health.

Banks are fighting against stablecoins becoming an alternative to bank deposits, despite helping shape the CLARITY Act, as it threatens their advantage in deposits and lending. The CLARITY Act pushes for reserve requirements and compliance standards instead of banning the sector outright. This suggests that traditional banks are trying to slow down a financial model that could compete with them.

Vanguard favors US Treasuries as 10-year yields approach the top of their range. This investment strategy is based on current market conditions. The decision may impact bond markets and investor portfolios.

Gold prices held a decline as the Hormuz quagmire kept inflation fear high, driving investors into US Treasuries. The stock market was volatile, and Bitcoin's value tumbled. Gold and silver prices reversed after a steep run-up.

Gold prices fell due to Trump's rejection of Iran offer, fueling inflation fears and driving investors to US Treasuries. The stock market was volatile, Bitcoin tumbled, and gold and silver prices reversed. This reversal led to a shift in investor behavior.

The Bank of Japan's intervention in the yen has sparked debate over whether Japan sold US Treasuries. The move is being closely watched by markets and economists. The Bank of Japan's actions may impact global financial markets.

Tether reported a $1.04 billion profit in Q1 2024, with its balance sheet holding $141 billion in US Treasury securities. The stablecoin issuer's focus on Treasuries continues as stablecoin adoption grows in emerging markets.

US Treasuries rebounded following Federal Reserve actions, while oil prices eased from a four-year high. The movements reflect shifting market dynamics influenced by central bank policies and energy sector trends.

US Treasuries remain rangebound ahead of a Federal Reserve meeting. Fed Chair Jerome Powell is among the officials preparing to discuss monetary policy.

US Treasuries experienced a rally as falling oil prices increased market expectations of potential interest rate cuts. The decline in oil prices has bolstered investor confidence in lower future borrowing costs.