US Treasury bonds
Paolia Subacchi thinks US Treasury Secretary Scott Bessent's efforts to move bond markets shows that the US dollar remains everyone's problem
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Paolia Subacchi thinks US Treasury Secretary Scott Bessent's efforts to move bond markets shows that the US dollar remains everyone's problem
Harold James explains what is really driving the Trump Administration's currency and bond-market interventions
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Harold James explains what is really driving the Trump Administration's currency and bond-market interventions
Paola Subacchi highlights the gap between efforts to overhaul the international monetary order and the need to do so
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Paola Subacchi highlights the gap between efforts to overhaul the international monetary order and the need to do so
Benchmark US Treasury bond yields may be falling on risk aversion, but that hides a shift in sentiment away from risk-free American options as their fiscal mismanagement gets entrenched
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Benchmark US Treasury bond yields may be falling on risk aversion, but that hides a shift in sentiment away from risk-free American options as their fiscal mismanagement gets entrenched
China is taking many hits from Trump. So why doesn't it hit back at Trump's weakness, the US Treasury bond market? It may well do so at some point, but China is playing a longer game, one focused on its own self-interest
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China is taking many hits from Trump. So why doesn't it hit back at Trump's weakness, the US Treasury bond market? It may well do so at some point, but China is playing a longer game, one focused on its own self-interest
Paola Subacchi & Paul van den Noord foresee a gradual reduction in other countries' holdings of US dollar-denominated debt, not a rapid sell-off
Paola Subacchi & Paul van den Noord foresee a gradual reduction in other countries' holdings of US dollar-denominated debt, not a rapid sell-off
David McMillan looks at why Donald Trump’s election could hasten the end of US dollar dominance
Barry Eichengreen asks whether anything can or should be done about the US greenback's strength, especially against Asian currencies
Barry Eichengreen asks whether anything can or should be done about the US greenback's strength, especially against Asian currencies
Barry Eichengreen thinks that investors who are piling back into US Treasuries could be in for a rude awakening
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Barry Eichengreen thinks that investors who are piling back into US Treasuries could be in for a rude awakening
As markets are moving quickly as the full-scale Russian invasion of Ukraine rolls out, we update some key data changes
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As markets are moving quickly as the full-scale Russian invasion of Ukraine rolls out, we update some key data changes
Long term bond yields have risen sharply since Donald Trump's election, which is pushing up mortgage rates and the Government's borrowing costs just as it may have to start borrowing again and just as housing markets are cooling
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Long term bond yields have risen sharply since Donald Trump's election, which is pushing up mortgage rates and the Government's borrowing costs just as it may have to start borrowing again and just as housing markets are cooling
Is the sudden shift to a very flat wholesale rate curve a market signal that we are about to enter another period of "inversion"?
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Is the sudden shift to a very flat wholesale rate curve a market signal that we are about to enter another period of "inversion"?
Better than expected US jobs numbers sees a US rally, US Treasury yields climb
BusinessDesk: NZ bond spreads to US Treasuries at widest since November as US economy falters
BusinessDesk: NZ bond spreads to US Treasuries at widest since November as US economy falters
Risk never sleeps - expect higher rates and a steeper yield curve