All articles tagged with #treasuries
JPMorgan has withdrawn $350 billion from the Federal Reserve to purchase U.S. Treasuries, indicating a significant shift in its investment strategy amidst evolving financial market conditions.
Treasury market volatility has decreased, but upcoming comments from Fed Chair Jerome Powell could cause a shift, potentially leading to higher yields if hawkish signals emerge, amid divided views on interest rate policy and economic outlook.
US Treasuries saw gains in October with yields dropping below 4%, but upcoming September CPI data, expected to show a 0.4% increase, could disrupt this rally if it surprises on the upside, potentially leading to a reassessment of interest rate cuts and market stability.
A rally in US Treasuries driven by haven buying amid regional bank credit concerns and a government shutdown has pushed benchmark yields to their lowest in months, with expectations of further rate cuts by the Federal Reserve influencing the market outlook.
Gold reached a new high amid US government shutdown fears, while Treasuries held gains. Asian markets rose, Chinese stocks had their best monthly gains in years, and concerns about economic data delays persisted. The US faces a potential shutdown, impacting market sentiment and economic outlooks.
Investors in Treasuries are optimistic but cautious as they await upcoming inflation reports and revisions to jobs data, with market sentiment heavily influenced by recent employment weakness and expectations of gradual Federal Reserve rate cuts this year.
Bearish bets on US Treasuries are increasing ahead of the upcoming employment report, which could influence Federal Reserve rate decisions. Traders are positioning for potential weaker-than-expected jobs data, which might lead to more rate cuts and affect yields across the curve. Market sentiment is also influenced by fiscal concerns and expectations of economic slowdown, with various options and futures positions reflecting these views.
US Treasuries fell and the dollar weakened as President Trump sought to oust Fed Governor Lisa Cook, raising concerns about the independence of the Federal Reserve and potential impacts on inflation and interest rates, amid broader political and fiscal tensions.
Scott Bessent is betting on stablecoins to increase demand for U.S. Treasuries, potentially influencing the bond market and investor behavior.
Treasury yields rose after data showed higher wholesale inflation in July, leading traders to reduce expectations of a September interest rate cut by the Federal Reserve, amid mixed economic signals and upcoming Fed speeches.
Bond investors are rallying as a weak US jobs report increases expectations of Federal Reserve rate cuts, leading to a steepening of the yield curve and a surge in Treasury prices, especially in short-term notes, amid market uncertainty and upcoming Treasury auctions.
Treasuries surged and yields dropped significantly after softer US jobs data increased expectations of Federal Reserve rate cuts, with traders now fully pricing in two reductions this year, leading to a market rally and a shift in monetary policy outlook.
A weak U.S. jobs report led to a significant rally in short-dated Treasuries, with yields dropping to their lowest levels in over two decades, fueled by expectations of a potential Federal Reserve interest rate cut in September amid concerns about the labor market and inflation.
Treasury yields increased after earlier declines, with support from Treasury Secretary Scott Bessent for Jerome Powell remaining as Federal Reserve chair, easing concerns about Powell's potential departure amid political pressure. Investors are now focusing on upcoming Treasury auction plans and the broader bond market outlook.
Jeffrey Gundlach warns that the US debt burden has made long-term Treasuries risky and no longer a safe haven, suggesting a coming reckoning and advising investors to diversify into foreign currencies amid rising yields and market instability.