Expected Split Congress A Positive for Bonds: Khurana
Brij Khurana, senior managing director and fixed income portfolio manager at Wellington joins Scarlet Fu on "Bloomberg Real Yield." (Source: Bloomberg)
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Brij Khurana, senior managing director and fixed income portfolio manager at Wellington joins Scarlet Fu on "Bloomberg Real Yield." (Source: Bloomberg)
JetBlue Airways Corp. debt fell to the lowest levels since it was issued more than two years ago, as the struggling airline burns through cash while short sellers circle its shares.
Investors are shunning its government bonds in favor of corporate debt.
South Korea is considering regulations to prohibit investment banks without domestic securities licenses from seeking to arrange overseas bond sales of local issuers, according to people familiar with the matter.
A record-breaking run inย stocksย hit a wall as higherย oil pricesย liftedย bond yields, stoking concerns that potential inflationary pressures could triggerย Federal Reserveย rate hikes. Chuck Clough, Chairman at Clough Capital, discusses what he's seeing in current markets and whether we're facing an AI bubble. (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.
The 10-year Treasury yield, the most important number in global finance, has broken through to its highest level since 2002. Bond yields are assumed to have an inverse relationship with stocks, so a move of this magnitude should be a problem for equities. But it hasnโt been, and Bloomberg Opinion columnist John Authers explains why. (Source: Bloomberg)
Franceโs bond selloff may be approaching a turning point, as the surge in yields tempts some investors to wade back into the market.
Mexican companies are tapping the local bond market at a record clip as lower interest rates at home, looming maturities and a growing pool of institutional capital spur deals.
Equity markets face a genuine rival in bonds for the first time in decades, according to Savita Subramanian at Bank of America Corp., who also cautioned that elevated investor sentiment leaves stocks more exposed to disappointment than upside.
"Bonds actually look interesting again," says Savita Subramanian, Bank of Americaโs head of US equity and quantitative strategy, as she weighs the potential returns from bonds and equities over the next decade. "The risk-return for a 10-year Treasury today is about over 5%," Subramanian tells Bloomberg Television. "Whereas when you look at the S&P 500, our valuation framework suggests that returns over the next ten years might not even be at those levels, at that 5% clip." (Source: Bloomberg)
A weekly auction of government debt on Tuesday attracted the strongest demand in four months as yields among the highest in emerging markets enticed investors flush with cash from coupon payments.
Air Liquide SA attracted strong demand for a sale of euro-denominated bonds, with investors willing to buy the debt at lower yields than French government bonds caught up in the countryโs fiscal and political turmoil.
A rally in giant technology companies droveย stocksย higher in the Monday session, overshadowing concerns about still-elevatedย oil pricesย andย bond yields. Theย S&P 500ย rose to a striking distance of a record while theย Nasdaq 100ย reached a fresh peak. Political upheaval inย Europeย and fiscal worries drove theย euroย to its weakest since May 2025, while longer-datedย Treasury yieldsย hit multi-decade highs. Markets have absorbed rising rates, high energy costs and renewed inflation concerns, with stocks continuing to advance. For a look at the broader market backdrop, we hear from Carol Schleif, Chief Market Strategist at BMO Wealth Management. She speaks with Bloomberg Businessweek Daily hosts Carol Massar and Norah Mulinda. (Source: Bloomberg)
Treasuries came under renewed pressure Monday, pushing longer-dated yields to fresh multi-decade peaks as bonds extended their monthslong slide.
JPMorgan Chase & Co. strategists see US investment-grade corporate bonds outperforming Treasuries in the fourth quarter, citing factors including slowing sales from big tech companies and strong corporate earnings.
BMO Global Asset Managementโs Earl Davis said he sees the 30-year US Treasury yield crossing 6% as โinevitableโ โ and likely within October โ as bond-market volatility creates a cycle driving rates higher.
Earl Davis, BMO Global Asset Management fixed income and money markets head, says it's inevitable that 30-year treasury bond yields will cross 6%. He says it could happen this month and explains the call on "Bloomberg Surveillance." (Source: Bloomberg)
We all know that US Treasury yields have been surging, alongside bond yields all around the world. So what explains the selloff and does this mean that bonds are becoming fundamentally riskier? What happens if investors can no longer hedge stocks with government debt? And how do expectations of the Federal Reserveโs โreaction functionโ fit in? In this episode, we speak with Carolin Pflueger, associate professor at the University of Chicago and a resident scholar at the Chicago Fed, about her wor
Investors are heading for the exit as France's bond crisis deepens and political gridlock sets in. Georgia Hall explains. (Source: Bloomberg)
French government bonds deepened this weekโs slump, with investors demanding the biggest yield premium to hold the bonds over safer German debt since the regionโs debt crisis. Huw van Steenis, Partner at Apollo, discusses this as well as the overall European economic outlook. (Source: Bloomberg)
Franceโs bond market is heading into a period of heightened volatility as political uncertainty collides with deteriorating public finances, according to Nicolas Forest, chief investment officer at Candriam.
As global government bonds wrapped up their worst quarter since 2024 due to higher oil prices and the threat of sticky inflation for the world economy, France is facing a particularly tricky trajectory. OAT-Bund spreads widened sharply as an increasingly fragmented government unveiled plans to narrow the nation's budget deficit, stoking investor concern over the countryโs debts. The Opening Trade spoke to guests about the economic outlook and investment landscape for France as the nation grapples with growing global and domestic pressures on it's finances. (Source: Bloomberg)
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)