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#bondmarkets — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #bondmarkets, aggregated by home.social.

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  1. 4 Bloomberg: “We are in a new regime,” said Samuel Martinez at Vanguard.
    #bonds #bondmarkets

  2. 4 Bloomberg: “We are in a new regime,” said Samuel Martinez at Vanguard.
    #bonds #bondmarkets

  3. 4 Bloomberg: “We are in a new regime,” said Samuel Martinez at Vanguard.
    #bonds #bondmarkets

  4. 4 Bloomberg: “We are in a new regime,” said Samuel Martinez at Vanguard.
    #bonds #bondmarkets

  5. 2 Bloomberg: Treasury Secretary Scott #Bessent has consistently suggested the #selloff in #Treasuries in recent weeks is a byproduct of higher #oil #prices — once the #Iranwar ends, prices and yields will fall, he says. 🧵
    #bonds #bondmarkets

  6. 2 Bloomberg: Treasury Secretary Scott #Bessent has consistently suggested the #selloff in #Treasuries in recent weeks is a byproduct of higher #oil #prices — once the #Iranwar ends, prices and yields will fall, he says. 🧵
    #bonds #bondmarkets

  7. 2 Bloomberg: Treasury Secretary Scott #Bessent has consistently suggested the #selloff in #Treasuries in recent weeks is a byproduct of higher #oil #prices — once the #Iranwar ends, prices and yields will fall, he says. 🧵
    #bonds #bondmarkets

  8. 2 Bloomberg: Treasury Secretary Scott #Bessent has consistently suggested the #selloff in #Treasuries in recent weeks is a byproduct of higher #oil #prices — once the #Iranwar ends, prices and yields will fall, he says. 🧵
    #bonds #bondmarkets

  9. 2 Bloomberg: Treasury Secretary Scott #Bessent has consistently suggested the #selloff in #Treasuries in recent weeks is a byproduct of higher #oil #prices — once the #Iranwar ends, prices and yields will fall, he says. 🧵
    #bonds #bondmarkets

  10. Betting on Britain: or how to calm the bond markets & raise living standards

    The game’s Bonds, Gilt Bonds markets The Chancellor’s speech started with (bare with me); “Setting out plans for…
    #EuropeSays #Britain #Europe #EU #BONDMARKETS #Economics #healey #Tax
    europesays.com/britain/122461/

  11. Martin Sandbu (FT) is the latest analyst to suggest rising bond yields (forcing up the costs of public debt, already causing some difficulties to the new Burnham administration in the UK) is much more about a competition for funds (driven by bond issuance for AI-related data centre investments, for instance) than about the risks of inflation and/or state difficulties in replaying debts, as proposed by bond market analysts.

    If so, policy responses might look different?

    #BondMarkets #politics

  12. Martin Sandbu (FT) is the latest analyst to suggest rising bond yields (forcing up the costs of public debt, already causing some difficulties to the new Burnham administration in the UK) is much more about a competition for funds (driven by bond issuance for AI-related data centre investments, for instance) than about the risks of inflation and/or state difficulties in replaying debts, as proposed by bond market analysts.

    If so, policy responses might look different?

    #BondMarkets #politics

  13. Martin Sandbu (FT) is the latest analyst to suggest rising bond yields (forcing up the costs of public debt, already causing some difficulties to the new Burnham administration in the UK) is much more about a competition for funds (driven by bond issuance for AI-related data centre investments, for instance) than about the risks of inflation and/or state difficulties in replaying debts, as proposed by bond market analysts.

    If so, policy responses might look different?

    #BondMarkets #politics

  14. Martin Sandbu (FT) is the latest analyst to suggest rising bond yields (forcing up the costs of public debt, already causing some difficulties to the new Burnham administration in the UK) is much more about a competition for funds (driven by bond issuance for AI-related data centre investments, for instance) than about the risks of inflation and/or state difficulties in replaying debts, as proposed by bond market analysts.

    If so, policy responses might look different?

    #BondMarkets #politics

  15. Martin Sandbu (FT) is the latest analyst to suggest rising bond yields (forcing up the costs of public debt, already causing some difficulties to the new Burnham administration in the UK) is much more about a competition for funds (driven by bond issuance for AI-related data centre investments, for instance) than about the risks of inflation and/or state difficulties in replaying debts, as proposed by bond market analysts.

    If so, policy responses might look different?

    #BondMarkets #politics

  16. 3 Bloomberg: And when it comes to perhaps the two most critical factors lifting #bond #yields — the #US #budgetdeficit and the #war in #Iran — #Bessent has limited influence.
    #bonds #bondmarkets

  17. 3 Bloomberg: And when it comes to perhaps the two most critical factors lifting #bond #yields — the #US #budgetdeficit and the #war in #Iran — #Bessent has limited influence.
    #bonds #bondmarkets

  18. 3 Bloomberg: And when it comes to perhaps the two most critical factors lifting #bond #yields — the #US #budgetdeficit and the #war in #Iran — #Bessent has limited influence.
    #bonds #bondmarkets

  19. 3 Bloomberg: And when it comes to perhaps the two most critical factors lifting #bond #yields — the #US #budgetdeficit and the #war in #Iran — #Bessent has limited influence.
    #bonds #bondmarkets

  20. 3 Bloomberg: And when it comes to perhaps the two most critical factors lifting #bond #yields — the #US #budgetdeficit and the #war in #Iran — #Bessent has limited influence.
    #bonds #bondmarkets

  21. As I have often pointed out, interest rates are at their most basic a metric of risk (although they can be about a lot more than that)... and so the divergence in interest rates on Chinese & US public debt (bonds) in yet one more indicator of the shifting sentiment in the global economy.... the pivot continues.

    For China, though this also may be a problem as investors with more risk-appetite may now look at the return on US public debt & slow the flow Eastwards?

    #BondMarkets #politics

  22. As I have often pointed out, interest rates are at their most basic a metric of risk (although they can be about a lot more than that)... and so the divergence in interest rates on Chinese & US public debt (bonds) in yet one more indicator of the shifting sentiment in the global economy.... the pivot continues.

    For China, though this also may be a problem as investors with more risk-appetite may now look at the return on US public debt & slow the flow Eastwards?

    #BondMarkets #politics

  23. As I have often pointed out, interest rates are at their most basic a metric of risk (although they can be about a lot more than that)... and so the divergence in interest rates on Chinese & US public debt (bonds) in yet one more indicator of the shifting sentiment in the global economy.... the pivot continues.

    For China, though this also may be a problem as investors with more risk-appetite may now look at the return on US public debt & slow the flow Eastwards?

    #BondMarkets #politics

  24. As I have often pointed out, interest rates are at their most basic a metric of risk (although they can be about a lot more than that)... and so the divergence in interest rates on Chinese & US public debt (bonds) in yet one more indicator of the shifting sentiment in the global economy.... the pivot continues.

    For China, though this also may be a problem as investors with more risk-appetite may now look at the return on US public debt & slow the flow Eastwards?

    #BondMarkets #politics

  25. As I have often pointed out, interest rates are at their most basic a metric of risk (although they can be about a lot more than that)... and so the divergence in interest rates on Chinese & US public debt (bonds) in yet one more indicator of the shifting sentiment in the global economy.... the pivot continues.

    For China, though this also may be a problem as investors with more risk-appetite may now look at the return on US public debt & slow the flow Eastwards?

    #BondMarkets #politics

  26. There's a lot of hand-wringing about rising bond yields (and its impact on public debt) & how this may reflect a worsening of countries' fiscal positions.

    As I have noted before this is partly linked to expanded AI-related private sector bond issuance, but its also clear yields are returning to levels that were pretty normal (established) prior to the global financial crisis & post-crisis state interventions.

    Its more an anomaly unwinding than an unprecedented crisis!

    #BondMarkets #politics

  27. There's a lot of hand-wringing about rising bond yields (and its impact on public debt) & how this may reflect a worsening of countries' fiscal positions.

    As I have noted before this is partly linked to expanded AI-related private sector bond issuance, but its also clear yields are returning to levels that were pretty normal (established) prior to the global financial crisis & post-crisis state interventions.

    Its more an anomaly unwinding than an unprecedented crisis!

    #BondMarkets #politics

  28. There's a lot of hand-wringing about rising bond yields (and its impact on public debt) & how this may reflect a worsening of countries' fiscal positions.

    As I have noted before this is partly linked to expanded AI-related private sector bond issuance, but its also clear yields are returning to levels that were pretty normal (established) prior to the global financial crisis & post-crisis state interventions.

    Its more an anomaly unwinding than an unprecedented crisis!

    #BondMarkets #politics

  29. There's a lot of hand-wringing about rising bond yields (and its impact on public debt) & how this may reflect a worsening of countries' fiscal positions.

    As I have noted before this is partly linked to expanded AI-related private sector bond issuance, but its also clear yields are returning to levels that were pretty normal (established) prior to the global financial crisis & post-crisis state interventions.

    Its more an anomaly unwinding than an unprecedented crisis!

    #BondMarkets #politics

  30. There's a lot of hand-wringing about rising bond yields (and its impact on public debt) & how this may reflect a worsening of countries' fiscal positions.

    As I have noted before this is partly linked to expanded AI-related private sector bond issuance, but its also clear yields are returning to levels that were pretty normal (established) prior to the global financial crisis & post-crisis state interventions.

    Its more an anomaly unwinding than an unprecedented crisis!

    #BondMarkets #politics

  31. John Healey tells the FT that Andy Burnham & he are 'in lockstep in our determination to meet the fiscal rules'... more 'politics of trying'?

    Will Burnham & Healey tell bond investors they've really tried to keep to their fiscal commitments, but they've just not been able to.

    Now on one level I'd welcome this refusal to make social sacrifices to meet the (posited) demand(s) of bond traders, but equally may not play well for bond yields without a better story to tell.

    #politics #BondMarkets

  32. John Healey tells the FT that Andy Burnham & he are 'in lockstep in our determination to meet the fiscal rules'... more 'politics of trying'?

    Will Burnham & Healey tell bond investors they've really tried to keep to their fiscal commitments, but they've just not been able to.

    Now on one level I'd welcome this refusal to make social sacrifices to meet the (posited) demand(s) of bond traders, but equally may not play well for bond yields without a better story to tell.

    #politics #BondMarkets

  33. John Healey tells the FT that Andy Burnham & he are 'in lockstep in our determination to meet the fiscal rules'... more 'politics of trying'?

    Will Burnham & Healey tell bond investors they've really tried to keep to their fiscal commitments, but they've just not been able to.

    Now on one level I'd welcome this refusal to make social sacrifices to meet the (posited) demand(s) of bond traders, but equally may not play well for bond yields without a better story to tell.

    #politics #BondMarkets

  34. John Healey tells the FT that Andy Burnham & he are 'in lockstep in our determination to meet the fiscal rules'... more 'politics of trying'?

    Will Burnham & Healey tell bond investors they've really tried to keep to their fiscal commitments, but they've just not been able to.

    Now on one level I'd welcome this refusal to make social sacrifices to meet the (posited) demand(s) of bond traders, but equally may not play well for bond yields without a better story to tell.

    #politics #BondMarkets

  35. John Healey tells the FT that Andy Burnham & he are 'in lockstep in our determination to meet the fiscal rules'... more 'politics of trying'?

    Will Burnham & Healey tell bond investors they've really tried to keep to their fiscal commitments, but they've just not been able to.

    Now on one level I'd welcome this refusal to make social sacrifices to meet the (posited) demand(s) of bond traders, but equally may not play well for bond yields without a better story to tell.

    #politics #BondMarkets

  36. The Bond Market Did Not Tell Burnham to Cut Pensions

    Britain’s borrowing costs matter. But a global bond sell-off driven by war and energy prices does not contain an instruction to cut the triple lock. That part is politics. Simon Pearson explains.

    anticapitalistresistance.org/t

  37. Robert Jenrick: only Reform will cut spending and restore confidence in Britain

    Thursday 03 September 2026 5:47 am  |  Updated:  Wednesday 02 September 2026 5:09 pm LONDON, ENGLAND – JULY 30:…
    #EuropeSays #Britain #Europe #EU #AndyBurnham #BONDMARKETS #Giltyields #opinion #ReformUK #reformukpartyconference #RobertJenrick
    europesays.com/britain/117333/

  38. Europe’s autumn reckoning – bonds, budgets and billionaires

    WHILE Washington dominates the headlines, Europe is back from a scorching summer with its own set of headaches.…
    #Europe #EU #EuroZone #Billionaires #BondMarkets #Commentary #ECB #EuroArea #Eurobonds #europeanunion #Eurozone #FiscalPolicy #France
    europesays.com/europe/125324/

  39. ‘Day of reckoning’: Moody’s economist Mark Zandi warns that conditions for economic crisis are falling in place for US

    Moody’s Analytics Chief Economist Mark Zandi is increasingly unnerved about the potential for the U.S. to sleepwalk its…
    #NewsBeep #News #Economy #AU #Australia #bondmarkets #Business #DaveRamsey #DayofReckoning #Economiccrisis #interestrates #markzandi #Moody'sAnalytics #SimonBaggs #SoniaJahshan #TreasuryDepartment
    newsbeep.com/au/869723/

  40. ‘Day of reckoning’: Moody’s economist Mark Zandi warns that conditions for economic crisis are falling in place for US

    Moody’s Analytics Chief Economist Mark Zandi is increasingly unnerved about the potential for the U.S. to sleepwalk its…
    #NewsBeep #News #Economy #AU #Australia #bondmarkets #Business #DaveRamsey #DayofReckoning #Economiccrisis #interestrates #markzandi #Moody'sAnalytics #SimonBaggs #SoniaJahshan #TreasuryDepartment
    newsbeep.com/au/869723/

  41. "And to be clear: this isn’t the lower classes voting themselves money out of the national treasury, but rather the uppermost of the wealthy and cronies connected to this Presidency who have effectuated this biggest mafia-style bust-out even perpetrated."
    #WhatNext #BondMarkets #OligarchicalPlutocracy

    A deeper look at the history and sources of interest payments on the national debt - Angry Bear
    angrybearblog.com/2026/08/a-de

  42. "And to be clear: this isn’t the lower classes voting themselves money out of the national treasury, but rather the uppermost of the wealthy and cronies connected to this Presidency who have effectuated this biggest mafia-style bust-out even perpetrated."
    #WhatNext #BondMarkets #OligarchicalPlutocracy

    A deeper look at the history and sources of interest payments on the national debt - Angry Bear
    angrybearblog.com/2026/08/a-de

  43. "And to be clear: this isn’t the lower classes voting themselves money out of the national treasury, but rather the uppermost of the wealthy and cronies connected to this Presidency who have effectuated this biggest mafia-style bust-out even perpetrated."
    #WhatNext #BondMarkets #OligarchicalPlutocracy

    A deeper look at the history and sources of interest payments on the national debt - Angry Bear
    angrybearblog.com/2026/08/a-de

  44. "And to be clear: this isn’t the lower classes voting themselves money out of the national treasury, but rather the uppermost of the wealthy and cronies connected to this Presidency who have effectuated this biggest mafia-style bust-out even perpetrated."
    #WhatNext #BondMarkets #OligarchicalPlutocracy

    A deeper look at the history and sources of interest payments on the national debt - Angry Bear
    angrybearblog.com/2026/08/a-de

  45. "And to be clear: this isn’t the lower classes voting themselves money out of the national treasury, but rather the uppermost of the wealthy and cronies connected to this Presidency who have effectuated this biggest mafia-style bust-out even perpetrated."
    #WhatNext #BondMarkets #OligarchicalPlutocracy

    A deeper look at the history and sources of interest payments on the national debt - Angry Bear
    angrybearblog.com/2026/08/a-de

  46. “Without a shift to #fiscal consolidation — higher taxes, [a] slower pace of government spending or outright declines in #government #spending as happened in the 1990s — the #buybacks will prove to be only temporary" #bonds #bondmarkets adamtooze.substack.com/p/top-links-... #USTreasuries

    Top Links 1202 Bond market den...

  47. “Without a shift to #fiscal consolidation — higher taxes, [a] slower pace of government spending or outright declines in #government #spending as happened in the 1990s — the #buybacks will prove to be only temporary" #bonds #bondmarkets adamtooze.substack.com/p/top-links-... #USTreasuries

    Top Links 1202 Bond market den...

  48. “Without a shift to #fiscal consolidation — higher taxes, [a] slower pace of government spending or outright declines in #government #spending as happened in the 1990s — the #buybacks will prove to be only temporary" #bonds #bondmarkets adamtooze.substack.com/p/top-links-... #USTreasuries

    Top Links 1202 Bond market den...

  49. “Without a shift to #fiscal consolidation — higher taxes, [a] slower pace of government spending or outright declines in #government #spending as happened in the 1990s — the #buybacks will prove to be only temporary" #bonds #bondmarkets adamtooze.substack.com/p/top-links-... #USTreasuries

    Top Links 1202 Bond market den...