外媒与科技媒体长文、研究号文章
At a local real estate agency on London’s southeastern edge, manager Steve Brown has added a new, and rather unlikely, topic to the usual chatter with clients about house prices and commute times: swap rates.
And another word on inflation-linked bonds
Pimco的Ivascyn向《金融时报》表示，美国10年期国债收益率面临升至6%的风险。若达到这一水平，将是2000年以来首次。
Turbulence across Europe’s bonds is sparking debate over the tools policymakers use to keep markets functioning in the event of a broader financial crisis.
A selloff in Bahrain's bonds is pushing its borrowing costs to levels last seen during the nation's 2018 crisis. The heavily indebted Gulf state is grappling with the fallout from the Iran war just as surging US Treasury yields drive up its debt-servicing costs. Zeina Rizk, Co-Head of Fixed Income a
If funding costs rise, the expanding profit margins banks have enjoyed may start to reverse
Several banks, including BoB, PNB and Indian Bank, raise repo-linked lending rates by 25 bps after the RBI's policy rate increase, making loans costlier for borrowers
China is letting a wave of cheap money flow across its borders, turning the country into a rare source of low-cost funding for foreign borrowers.
全球金融机构正在扩充日本债务资本市场团队，通过招聘银行家和调派员工，争取把握由并购和人工智能资本推动的融资热潮。
US bonds rally after 30-year auction finds solid demand Reuters
Rising bond yields raise concerns about wider contagion
Uruguay’s central bank raised its benchmark interest rate by a quarter-point to 6% to keep consumer price expectations anchored after two months of above target inflation.
Credit markets are being reshaped by the growing use of ETFs, credit futures, total return swaps and portfolio trading, expanding the ways investors access liquidity and manage exposure. Jane Street’s Phil Cichlar, Vanguard’s Jacob Riley and CME Group’s Ted Carey spoke with Bloomberg’s Umesh Gajria
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: JPMorgan Asset Management Fixed Income Portfolio Manager Kelsey Berro, Wellington Management Senior Managing Director Brij Khurana, BNP Paribas Head of US Credit Strategy Meghan Robson, and MFS Investment Mana
The comments from David Zervos come after the 10-year and 30-year yields marched to 24-year highs in recent days.
US 30-year fixed-rate mortgage rate hits 7.40%, likely to further erode housing demand Reuters
Freddie Mac表示，美国30年期固定房贷平均利率连续第七周上涨，本周升至7.40%，高于上周的7.28%，为2023年11月16日以来最高。15年期固定房贷平均利率也从6.60%升至6.73%；30年期利率较2月下旬低点上涨1.42个百分点，以当前平均利率贷款40万美元，每月成本约增加376美元。
The MOVE Index — the Treasury market’s “fear gauge” — has reached heights that in the past suggested yields may have peaked, at least for now.
Meghan Robson, head of US credit strategy at BNP Paribas, and Alex Mackey, co-CIO of fixed income for MFS Investment Management, join Scarlet Fu on "Bloomberg Real Yield." (Source: Bloomberg)
圣路易斯联储主席Alberto Musalem表示，未来六至九个月利率应上调，以帮助通胀回到美联储 2% 的目标。他在纽约举行的 Future of Fixed Income conference 上接受彭博记者 Michael McKee 采访。
Private credit managers increasingly looking to offload battered funds are drawing interest from rivals eyeing cheap deals in one of the most turbulent periods for the $1.8 trillion market.
圣路易斯联储主席阿尔贝托·穆萨莱姆表示，未来六至九个月利率需要上升，以及时降低通胀。对于美联储10月会议，他没有明确支持加息，并称自己每次参会都不会预先判断结果。
Axios梳理美联储近期沟通称，若经济数据符合预期，沃勒预计还会加息，但加息不必连续进行。9月会议纪要称，多数与会者认为年末前再上调联邦基金利率目标区间可能合适，同时每次会议都保留开放态度。文章推测本年最后一次会议可能加息，2027年初或再加息，累计幅度或为0.75个百分点；这是文章对政策路径的判断，并非美联储确定的安排。
Wellington 高级董事总经理兼固定收益投资组合经理 Brij Khurana，以及 JPMorgan Asset Management 固定收益投资组合经理 Kelsey Berro，参加 Bloomberg Real Yield 节目。油价上涨波及全球市场，股市下跌、债市震荡，市场担忧能源成本上升会推高通胀并迫使美联储加息。
法国近2150亿欧元（2410亿美元）的公司债券目前交易表现得比法国政府债券更安全，规模较2026年年初增长近18倍。周三，法国投资级公司债券中约38%的收益率低于相近期限的政府证券。
Congressional Budget Office Director Phillip Swagel warned the idea of embracing faster economic growth as the solution for reining in the US federal debt — one being championed by Treasury Secretary Scott Bessent — is unlikely to work.
Benchmark borrowing costs continue to climb against backdrop of surging Treasury yields, elevated energy prices and expected tightening by Fed
Higher bond yields aren’t only about inflation and the Iran war. But it means a higher cost of capital.
Unlike higher gas prices, which hurt almost everyone, higher borrowing costs have an uneven impact.
Poland is ready to increase interest rates for the first time in four years if inflation risks escalate, according to the central bank governor.
A sudden selloff of French bonds has stirred memories of the sovereign debt crisis that cascaded across Europe between 2009 and 2015. Attention is now turning to how the European Central Bank might respond. Virginie Maisonneuve, founder at Maisonneuve Global Advisors, discusses the global economic o
Kay Herr, US GFICC CIO at JPMorgan Asset Management, says higher yields and heavy debt issuance are giving bond investors more choice after years of having to stretch for income. She says investors can be more selective about credit as they weigh productive corporate borrowing against growing sovere
U.S. Treasury yields climbed higher on Thursday as investors eagerly awaited the long-dated bond auction later in the day, after strong sales of 10-year notes.
Longer-dated US Treasuries edged higher as investors readied for a $22 billion auction of 30-year debt, which stands to test demand as yields linger near multi-decade highs.
A key policy tool to stabilise stress in markets could turn into a source of moral hazard and deeper volatility
Investors offload global bonds amid fears of rising inflation, increasing pressure on John Healey ahead of first budgetBusiness live – latest updatesMedium-term borrowing costs for the UK government hit a fresh 19-year high on Thursday, as investors continued to offload global bonds amid fears of ri
摩根士丹利投资管理公司的 Vishal Khanduja 转而看多美债，这是他十年来首次看多。他是一名表现出色的债券投资者；美国国债收益率处于二十年来高位，对经济增长形成制约。
A sudden selloff of French bonds has stirred memories of the sovereign debt crisis that cascaded across Europe between 2009 and 2015. Attention is now turning to how the European Central Bank might respond.
Ray Dalio表示，企业盈利曾缓冲债券收益率上升对股票的影响，但这一缓冲正在缩小。他警告称，自由现金流可能走弱。
Calling a bottom in the nonstop U.S. Treasury bond sell-off might seem crazy, but a handful of options traders look increasingly willing to do it.