Tag: 'US Treasury yields'

40 entries tagged with 'US Treasury yields'.
Opinion By Padhraic Garvey, CFA

US Treasuries losing the control they had

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US Treasuries losing the control they had
Rates: Mapping the war to markets
Rates

Rates: Mapping the war to markets

Elevated interest hike pressure and inflation expectations maps to elevation in bond yields

Tariff slapdown: What the markets say
Quick take
FX Rates

Tariff slapdown: What the markets say

Tariff strike down lifts equities, hurts Treasuries and the dollar

Prepare for some whipsaw in US Treasuries
Opinion By Padhraic Garvey, CFA

Prepare for some whipsaw in US Treasuries

We think the 10yr yield can shoot lower, but revert right back up again on rate cuts and higher inflation

From Sell America to Buy America Back? What's next
Opinion By Padhraic Garvey, CFA

From Sell America to Buy America Back? What's next

It turns out all is okay, nothing to worry about. We'll take it. But here's what we should brace for

US Treasuries - bullish. But it's complicated
Opinion By Padhraic Garvey, CFA

US Treasuries - bullish. But it's complicated

Global tariffs are proving bullish for the global yield curve. Fine, but it needs to steepen too, from both ends

Deep tariff angst – where now for US rates?
Opinion By Padhraic Garvey, CFA and James Knightley

Deep tariff angst – where now for US rates?

We've changed our 5.5% call for the US 10yr
Opinion By Padhraic Garvey, CFA

We've changed our 5.5% call for the US 10yr

The early cutting cycle – what the US 10yr should do
Opinion By Padhraic Garvey, CFA

The early cutting cycle – what the US 10yr should do

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    Energy

    Watch: Surging fuel prices and the new eurozone split

    Quick take
    Italy

    Italian inflation inches up in May on rising energy pressures

    Opinion By James Smith

    THINK Ahead: Deal done, hikes axed? Not exactly

Where now for the US 10yr rate?
Opinion By Padhraic Garvey, CFA

Where now for the US 10yr rate?

Let's get real on US rates
Opinion By Padhraic Garvey, CFA

Let's get real on US rates

Rates: Back to the noughties!
Opinion By Padhraic Garvey, CFA

Rates: Back to the noughties!

Where are we now directionally for the US 10yr?
Opinion By Padhraic Garvey, CFA

Where are we now directionally for the US 10yr?

A bond bear market made in America
Opinion By Padhraic Garvey, CFA

A bond bear market made in America

A soft landing is being discounted. That's bad news for longer tenor Treasuries as future cuts are tamed. Also higher deficits mean higher rates. We…

Sentiment supports uneasy market gains ahead of Jackson Hole

Sentiment supports uneasy market gains ahead of Jackson Hole

Asian FX gains against the USD, commodities rallying, bond yields rising and equities claw higher. But a hint of taper could undo all of this. Eyes down…

Any excuse for a bond rally

Any excuse for a bond rally

Powell changes Fed stance one word at a time

Powell changes Fed stance one word at a time

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Market mumbo jumbo

Market mumbo jumbo

Important week for Asian markets

Important week for Asian markets

Asia's response to a more hawkish fed

Asia's response to a more hawkish fed

Asia markets wait for the Fed

Asia markets wait for the Fed

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