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US Treasuries are showing tentative signs of reclaiming their traditional role as a haven — threatening to wrong-foot investors who are heavily positioned for this year’s bond slump to deepen.
Some of the world’s biggest funds are warming to US Treasuries as yields climb to multi-decade highs. Jupiter Asset Management’s Harry Richards isn’t one of them.
Harley Bassman, pioneer of one of the most widely followed indicators for US Treasuries, warns that a little-noticed feature of the market is threatening to worsen a monthslong selloff and push bond yields even higher.
US Treasuries resumed their retreat, lifting the 30-year yield back to its highest since 2002 as climbing oil prices raised concern about faster inflation and more central bank interest-rate increases. Vishal Khanduja, Head of Broad Markets Fixed Income at Morgan Stanley Investment Management, discusses credit spreads and whether or not yields will soon peak. (Source: Bloomberg)
The Black Swan author Nassim Taleb warned that a pullback in demand for US Treasuries risks creating a fault line across markets, potentially hurting a record-beating stock rally.
US Treasuries rebounded from a global bond selloff as pressure in European markets fueled demand for haven assets, pulling 10-year yields down from a 24-year high. Bloomberg's Ruth Carson reports. (Source: Bloomberg)
Jim Bianco, a Wall Street veteran and longtime market watcher, is turning bullish on US Treasuries for the first time in six years after benchmark yields surged to two-decade highs, creating an enticing entry point.
As yields on US Treasuries soar past one high after the next, a reality is sinking in deeper across Wall Street and Washington: More than merely a bond-market slump, this might just be a fundamental shift. Myriad forces have combined to push the government’s borrowing costs higher — from $100-a-barrel oil and the AI spending boom, to yawning US budget deficits adding to a record $40 trillion debt load — all against a backdrop of a Federal Reserve bent on cooling inflation that’s run well past target for years. The selling pressure intensified this week as energy prices surged anew and data showed US businesses are humming along, giving an already hawkish central bank more reasons to keep raising interest rates. For a closer look, we speak with Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management. (Source: Bloomberg)
Switzerland’s Lombard Odier Investment Management has turned overweight US Treasuries for the first time in at least five years, seeing the higher yields as increasingly attractive compared to stocks.
The yield on five-year US Treasuries rose above 5% for the first time in almost two decades as strong US economic data pushed investors to prepare for a series of Federal Reserve interest-rate hikes to stem inflationary pressures.