US treasuries
Kenneth Rogoff warns that fiddling with bond maturities won't save the US from the painful fiscal choices ahead
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Kenneth Rogoff warns that fiddling with bond maturities won't save the US from the painful fiscal choices ahead
The global long term financial climate is changing to a 'hotter' environment where the cost of money will be higher. We review why and how it will affect us
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The global long term financial climate is changing to a 'hotter' environment where the cost of money will be higher. We review why and how it will affect us
Mohamed El-Erian warns that the willingness to keep spending will eventually outpace the ability to do so
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Mohamed El-Erian warns that the willingness to keep spending will eventually outpace the ability to do so
Raf Manji says 'the Trump Shock' has exposed a structural gap in the global financial architecture and China is the only country with the capacity to help fill these gaps
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Raf Manji says 'the Trump Shock' has exposed a structural gap in the global financial architecture and China is the only country with the capacity to help fill these gaps
Mohamed A. El-Erian says improving the Fed’s record and restoring trust in its judgment will require new Fed Chairman Kevin Warsh to address a long list of problems
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Mohamed A. El-Erian says improving the Fed’s record and restoring trust in its judgment will require new Fed Chairman Kevin Warsh to address a long list of problems
Willem Buiter and Anne Sibert expect policy-induced inflation to drive nominal losses on outstanding US Treasuries
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Willem Buiter and Anne Sibert expect policy-induced inflation to drive nominal losses on outstanding US Treasuries
Martin Whetton says events in fixed income markets this week have no historical precedent, suggesting a sea-change in the way the US is viewed
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Martin Whetton says events in fixed income markets this week have no historical precedent, suggesting a sea-change in the way the US is viewed
US Treasury 10-year rates leap to 20-year highs near 5%. NZ bond yields jump to 2010 levels
Michael Humphries says a US debt default could trigger dollar’s collapse – and severely erode America’s political and economic might
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Michael Humphries says a US debt default could trigger dollar’s collapse – and severely erode America’s political and economic might
War rooms and bailouts: How banks and the Fed are preparing for a US default – and the chaos expected to follow
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War rooms and bailouts: How banks and the Fed are preparing for a US default – and the chaos expected to follow
As another round of political brinkmanship plays out over the US debt ceiling, Rohan Grey explains the background, and details a silly sounding but constitutional solution
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As another round of political brinkmanship plays out over the US debt ceiling, Rohan Grey explains the background, and details a silly sounding but constitutional solution
Tensions from the US debt ceiling standoff are rising. Some US Treasury bill yields have hit fresh highs on fears the deadline to raise the borrowing limit may come sooner than expected
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Tensions from the US debt ceiling standoff are rising. Some US Treasury bill yields have hit fresh highs on fears the deadline to raise the borrowing limit may come sooner than expected
Is inflation about to return? If so, that would explain why benchmark bond yields are rising and why investors don't want to pay as much for 'assets'
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Is inflation about to return? If so, that would explain why benchmark bond yields are rising and why investors don't want to pay as much for 'assets'
Even in the GFC, global investors saw US Treasuries as the safest asset available. But under Trump portfolio managers find themselves in rough seas with no port of call that can offer shelter from the storm
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Even in the GFC, global investors saw US Treasuries as the safest asset available. But under Trump portfolio managers find themselves in rough seas with no port of call that can offer shelter from the storm
New Zealand benchmark yields are now lower than US equivalents, and even Australian ones. It's highly unusual. We reveal what is happening and search for reasons and drivers
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New Zealand benchmark yields are now lower than US equivalents, and even Australian ones. It's highly unusual. We reveal what is happening and search for reasons and drivers