NYTIMES (Joe Rennison and Alan Rappeport) - Treasury Plans $6 Billion in Debt Repurchases to Battle Rising Yields
Bond yields rose after the announcement, suggesting investors were underwhelmed by the size of the purchases.
YOUTUBE (Fox Business) - DEBT & DATA CENTERS: Chief economist analyzes rising pressure on long-term bond yields
EY-Parthenon chief economist Greg Daco discusses the reasons behind increased upward pressure on long-term bond yields for the foreseeable future on 'Making Money.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #makingmoney #economy #economics #bonds #yields #debt #datacenters #markets #finance #inflation #interest #rates #investing #treasury #technology #business #money #federalreserve #wallstreet
NYTIMES (Joe Rennison) - How the A.I. Borrowing Binge Helps Drive Up Government Bond Yields
Analysts said the recent rise in Treasury yields partly reflected investor expectations that A.I.-driven growth could keep interest rates elevated.
NYTIMES (Jeff Sommer) - The Fed Didn’t Raise Rates. The Bond Market Did.
The market is saying risks are rising. That means hardship for home buyers and higher hurdles for A.I. data centers and the stock market. But it’s also a boon for retirees.
NYTIMES (Joe Rennison) - Worried About War’s Impact, Bond Investors Push Rates to Highest Level Since 2007
The 30-year U.S. Treasury yield hasn’t been this high since the lead up to the global financial crisis. Across Europe and Asia, yields are also elevated.
AXIOS (Neil Irwin) - Kevin Warsh's bond market bind
Kevin Warsh hasn't even been sworn in as leader of the Federal Reserve yet, and his first great test has already arrived. The big picture: Global bond markets are sending borrowing costs markedly higher in this era of energy supply disruptions, AI-fueled demand for capital and massive fiscal deficits. - The yield on 30-year U.S. Treasury bonds has surged to 5.11%, its highest level since 2007. The rate was 4.63% at the end of February. - It sets up an environment where the Fed may well need to prevent inflation expectations — as reflected in bond traders' bets — from coming unmoored. - It's a paradox of monetary policy: Sometimes, the only solution for higher long-term interest rates is higher short-term interest rates. Zoom out:…
NYTIMES (River Akira Davis) - The Sleepy Market for Japanese Government Bonds Is Now a ‘Battlefield’
Trading of Japanese government bonds, long considered moribund, is roaring back to life as fears of the country’s debt have sent yields surging.
JUSTTHENEWS (The Center Square Staff) - Everyday Economics: Fiscal reality meets Central Bank caution in week ahead
At Davos, Citadel CEO Ken Griffin pointed to Japan's bond selloff – where super-long yields surged and 40-year yields hit record highs – as an "explicit warning" about what happens when investors start to doubt a government's fiscal trajectory.
AI:At the Davos summit, Citadel CEO Ken Griffin used Japan's recent bond selloff and surging long-term yields as a cautionary example of the market risks that arise when investors lose confidence in a government's fiscal direction.Open