US central bank could begin net purchases of Treasuries early in 2026
yikes
UK 10-year government borrowing costs see biggest weekly fall since April
Institutions borrow $15bn from standing repo facility in space of two days in sign of liquidity pressures
The yellow metal says one thing; Treasuries and the dollar another
Some say this is a ‘good’ bubble, but investors should remember that all bubbles burst in the end
Higher yields could be here to stay, but the JGB market has a history of confounding investors
AI fever labelled ‘dotcom on steroids’ as global equities surge
Please please stop calling yield differences credit spreads
Global market trend is more a technical move specific to 30-year issues
Plus more on jobs and growth
Sovereign debt prices recover from historic lows after job openings figures come in below forecast
Tech shares extend recent declines as rising debt piles in many major economies concern investors
There may be more stress than is apparent, particularly on long-term debt
Investment platforms report big inflows as yields rise
Gap between long-term and short-term borrowing costs reaches its widest in three years
Thank you for your attention to this matter
Hitting the history books once again
Plus volatility suppression, and data centre depreciation
MOVE ain’t moving — why?
Treasury secretary Scott Bessent previously criticised issuance of short-term bills as means of keeping long-term interest rates stable
America has quietly become one of the world’s most shock‑resistant economies
Yields for investment-grade EM borrowers fall relative to developed markets amid concerns over traditional havens
Financial markets will be closer in the future to a singe from inflation than a freeze in growth and prices
Stablecoin issuers and traders are attracted by yields on offer and potential use as collateral in some derivatives transactions
