美国高风险公司债利差自2023年地区银行危机以来首次超过1000个基点
彭博称，最冒险的美国公司债相对美债利差升至1000个基点以上，这是自2023年地区银行危机以来首次达到这一水平。R. Seelaus首席执行官Annie Seelaus与Janus Henderson多行业及公司信贷全球主管John Lloyd参加了彭博节目《Bloomberg Real Yield》；材料称，该风险溢价水平通常意味着违约、重组或损失的概率较高。
#债券/利率
外媒与科技媒体长文、研究号文章。按时间排，不论是否入选精选。
彭博AI 评分5252 彭博AI 评分3030 Muni 30-Year Yield Highest Since at Least 2011
Bloomberg's Shruti Singh and Aashna Shah join Emily Graffeo on "Bloomberg Real Yield." A painful fixed-income selloff is eroding returns in state and local government debt, driving the rate on benchmark 30-year municipal bonds above the 5% threshold, the highest since at least January 2011. (Source:
MarketWatchAI 评分1616 This silent alarm in the bond market tells you which stocks to buy and which to avoid
Widening credit spreads send an important signal that investors should heed about which stocks to buy and which to avoid
彭博AI 评分4545 鲍威尔称美联储或需更多时间权衡下一步行动
美联储副主席 Philip Jefferson 表示，决策者可能需要更多时间，才能判断是否需要进一步加息以抑制通胀。
彭博AI 评分4545 法国债务风险外溢推高欧元区国债利差
周四，欧元区政府债券风险溢价大幅上升，显示市场对法国财政和政治局势的担忧开始向其他市场蔓延。
彭博AI 评分3939 US Benchmark Yield Hits Highest Since 2002
US Treasuries rebounded from the global bond selloff that raced through European markets on Thursday, pulling 10-year yields back from a 24-year high. Bloomberg's Ira Jersey joins to discuss. (Source: Bloomberg)
金融时报AI 评分1414 France meets fiscal reality with a crunch
A surge in borrowing costs leaves the country on the edge of a debt spiral
MarketWatchAI 评分2222 30-year mortgage rate posts biggest jump in four years — to nearly 7.3%
Mortgage rates surged to roughly a three-year high, a fresh setback for an already depressed housing market.
MarketWatchAI 评分66 This couple took out an adjustable-rate mortgage when rates were over 8%. Here’s how it worked out.
Adjustable-rate mortgages have made a comeback as mortgage rates surge and buyers seek relief from high housing costs.
彭博AI 评分3434 Bank Stocks Sink Further Into Correction as Citigroup Tumbles
The benchmark KBW Bank Index shed as much as 2.4% to the lowest intraday since late May in Thursday trading, as investors assessed the impact to the economy and banks’ businesses from relentlessly climbing Treasury yields.
彭博AI 评分3939 Investors Shed Mortgage Bond ETFs At Fastest Rate Since 2020
Investors are selling mortgage bond funds at the fastest clip in more than six years as the debt takes a hit from big jumps in yields.
彭博AI 评分3333 Munis See Worst Monthly Returns Since Lehman Collapse
US state and local government debt posted its worst month in nearly two decades after inflation concerns, fueled by the ongoing US-Iran conflict, and fears of interest-rate hikes triggered a widespread bond selloff.
彭博AI 评分2222 Why Bond Yields Are Climbing All Over the World
What’s behind climbing bond yields all over the world? Guy Johnson explains. (Source: Bloomberg)
彭博AI 评分3939 Odd Lots: Why Are Global Bond and US Treasury Yields Rising?
On this episode of the Odd Lots podcast, Luke Kawa, head of markets at Sherwood News, joins Tracy Alloway and Joe Weisenthal to discuss how domestic and global growth impulse is driving a lot of the market moves that we're seeing, from persistent inflation to rising global bond and US Treasury yield
彭博AI 评分1717 Lacy Hunt, Treasury Bond Bear at Hoisington, Sees Risk of Fed Mistake, Inflation
For more than 30 years, Lacy Hunt was behind one of the US bond market’s most enduring bullish wagers. Now, the 84-year-old economist and his colleagues at Hoisington Investment Management have emerged as some of the most committed bears.
彭博AI 评分3636 Why Citi's Kate Moore Is Still Betting on Stocks
Citi Wealth Chief Investment Officer Kate Moore joins "Bloomberg Open Interest" to break down how surging bond yields, AI hype and political shocks could reshape markets into 2027. She also explains why she’s still favoring equities over duration while warning investors to get more selective. (Sourc
彭博AI 评分3636 US 10-Year Yield Hits 2002 High; Micron Gives Bullish Forecast
The US 10-year yield hits its highest level since 2002 as rising oil prices fuel a renewed selloff in global bonds. US equity futures get support from chipmakers following an upbeat forecast from Micron. The results were driven by the AI building frenzy, but warned that rising compensation would wei
彭博AI 评分2727 US Treasuries Appear Cheap Versus Stocks but May Have Further to Fall
Treasuries might look cheap against stocks, GDP and the global cycle, but on their own historical terms they have more to fall before they become oversold and ready for a durable bounce.
彭博AI 评分4848 借贷成本上升推动债券市场影响力增强
Robin Wigglesworth表示，债券收益率上升反映出经济增长韧性和通胀预期走高，也可能随着偿债成本攀升，越来越多地限制美国支出。他解释了债券支撑全球金融体系的作用，以及高利率为何对债务负担沉重的经济体更为重要。采访于September 26, 2026进行。
路透社AI 评分66 COMMENTARY: Morning Bid: Bond bruise won't heal - reuters.com
COMMENTARY: Morning Bid: Bond bruise won't heal reuters.com
路透社AI 评分1818 Why are world bond markets selling off again? - reuters.com
Why are world bond markets selling off again? reuters.com
MarketWatchAI 评分1414 Retail investors are aggressively piling into this bold contrarian bet through one ETF.
After a harrowing third quarter for Treasurys and as the stock market stalls , bond yields at multi-decade highs are attracting retail investors into fixed-income ETFs..
MarketWatchAI 评分1111 France’s bond market is stumbling. Should Americans care?
As French bond yields rise, is it a threat to the U.S.?
彭博AI 评分1717 Resilient Economy Keeps Pushing Bond Yields Higher
Growth is hurting bond prices but helping stocks.
彭博AI 评分2626 Prepare to Buy Tech Dips in Fourth Quarter, Evercore’s Emanuel Says
Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, explains why he expects volatility in stocks in the fourth quarter and frames rising bond yields as “a new normal.” (Source: Bloomberg)
彭博AI 评分2828 Bond Market Selloff in ‘New Chapter,’ JPM’s Berro Says
Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, discusses recent changes in the bond market selloff, saying it now feels “very technically-driven, very momentum-driven.” Berro says on “Bloomberg Surveillance” that she expects investors to refocus soon on the fundamentals a
彭博AI 评分1515 European Stocks Drop as Bond Yields Spook Investors; Banks Lag
European stocks declined as regional bond yields climbed, denting the appeal of equities and fueling concerns about the economic impact of higher borrowing costs.
路透社AI 评分2424 France demands belt-tightening in 2027 budget as investors sour on its debt - Reuters
France demands belt-tightening in 2027 budget as investors sour on its debt Reuters
金融时报AI 评分1414 Four potential positives from higher bond yields
The sharp rise in borrowing costs has raised justified alarm but there are benefits too
CNBCAI 评分5252 10年期美债收益率升至2002年以来最高水平，全球政府债券抛售加速
周四，美债收益率走高，全球政府债券遭遇抛售。标题称，10年期美债收益率升至2002年以来最高水平，全球债券抛售加速。
路透社AI 评分3737 Goldman Sachs pushes Fed rate hike forecast to December - Reuters
Goldman Sachs pushes Fed rate hike forecast to December Reuters
路透社同新闻AI 评分6969 10年期美债收益率升至2002年以来最高水平
10年期美债收益率升至2002年以来最高水平。
同一新闻，精选展示《美国10年期国债收益率升至5.33% 为2002年以来最高水平》
卫报AI 评分2626 UK house price growth halves amid rising mortgage interest rates
Prices fell by 0.2% month on month in September as average price of a home slipped to £274,251, says NationwideBusiness live – latest updatesAnnual house price growth halved in the UK last month, as economic uncertainty sparked by conflict in the Middle East continued to deter homebuyers.The average
彭博AI 评分2828 ECB Seeks Schnabel Successor in First Move to Post-Lagarde Era
The European Central Bank asked the region’s leaders to start choosing a successor to Isabel Schnabel, initiating a likely package deal over jobs including that of Christine Lagarde.
彭博AI 评分2323 Investors Stung as Favorite European Swap-Rates Trade Flops
One of Europe’s most popular interest-rate wagers in recent years took a fresh hit last month as the latest spike in global energy prices drove a surge in short-term bond yields.
彭博AI 评分2626 JPMorgan's Sajjid Chinoy Expects RBI To Hike Rates In October 5 Meeting
Sajjid Chinoy, chief India economist for JPMorgan Chase & Co expects the RBI to take an appropriately cautious or hawkish tone to signal to markets that more maybe in the pipeline. He said this in an conversation with Bloomberg Television's Paul Allen. (Source: Bloomberg)
彭博AI 评分4242 英国长期国债收益率自1998年以来首次达到6%
英国长期国债收益率达到6%，为近三十年来首次。持续高企的通胀和严峻的预算状况，继续加剧相关担忧。
彭博AI 评分6565 美国10年期美债收益率升至2002年以来最高水平，利率预期维持高位
美国基准10年期美债收益率升至2002年以来最高水平，持续的通胀、大规模政府借款和强劲经济增长令利率预期维持在较高水平。
彭博AI 评分1818 Odd Lots: Everything in Markets Is Moving Very Fast (Podcast)
The market is acting in ways that make it very hard to get a handle on what exactly is going on right now. The overall indices are surging, while many individual stocks are doing badly. Rates are rising, but the economy is still robust. There’s capex spending and the AI trade. There’s the war in Ira
彭博AI 评分88 Markets Update: Stocks, Bonds and the AI Trade
A conversation with Sherwood News Head of Markets Luke Kawa.