Trump’s Trade War and the Dollar, a moment of history?
In a plot twist worthy of a financial soap opera, the US dollar—once the shining beacon of global stability—is starting to look suspiciously like another...
Tag: bond market
U.S. Treasuries: From Safe Haven to Market Hazard?
The great Treasury selloff is gaining steam—not in a good way. For the third day running, long U.S. government bonds have come under heavy fire,...
From Growth Euphoria to Recession Fears in Record Time
Only weeks ago, market analysts debated whether the U.S. economy would accelerate under Trump’s tax-slashing, protectionist agenda. Now, suddenly, the dreaded R-word (recession, not ‘Republican...
Treasury Market Under Pressure as Rising Interest Rates Signal More Pain Ahead
Already stuck in one of its worst slumps of the year, the U.S. Treasury market seems to be sending yet another distress signal as yields...
Investors are overestimating appetite for FED to cut interest rates
The following weeks promise to be volatile. Bond prices have surged on expectations that the Federal Reserve will soon begin slashing interest rates to stave...
The Great Maturity Wall: A Crumbling Barrier or Just a Hurdle?
The much-feared maturity wall is proving to be less of a towering obstacle and more of a manageable hurdle. The global high-yield bond market has...
Are bonds a reliable hedge after years of disappointment?
Bonds are regaining popularity as a hedge after disappointing investors for years. With stock markets beginning to drop, there is increased interest in bonds and...
The Rise of U.S. Yields: The beginning of a long story
Over the past two years, benchmark rates in the United States have skyrocketed from 0% to over 5%. This significant shift is not only a...
Towards a global debt crisis?
Governments are increasingly meeting their fundraising needs by issuing debt, not only through regular auctions but also, increasingly, through syndicated sales involving paying fees to...