August 27, 2026
(57 days ago)
Citrini links the Fed-Treasury regime change to a coming Treasury rally, with falling yields, compressed term premium, and long-duration outperformance as markets…
August 27, 2026
(57 days ago)
Muni junk-bond risk premiums shrink, making buyers pickier and pressuring high-yield municipal bond demand.
August 26, 2026
(58 days ago)
Bessent's Treasury twist makes November refunding a wildcard for US bond markets, with 10-year and 2-year yields in focus as Wall Street…
August 26, 2026
(58 days ago)
Mexico says its CDS spreads are narrowing while sovereign bonds still trade at junk status, pointing to a lagging repricing of credit…
August 26, 2026
(58 days ago)
Arini and Silver Point are seeking priority status in Altice International's debt, a move that signals creditor competition and potential subordination risk…
August 26, 2026
(58 days ago)
The Treasury's new battle against rising bond yields reshapes fixed-income supply, as debt managers deploy buybacks and shorter-maturity issuance to cap long-term…
August 26, 2026
(58 days ago)
Treasury yields tick higher ahead of PCE inflation data as traders weigh Federal Reserve policy risks, with the bond market poised for…
August 26, 2026
(58 days ago)
Citadel Securities flipped its long bond stance from bearish to bullish, pressuring long-term Treasury yields and supporting long bond prices and ETF…
August 25, 2026
(59 days ago)
A short squeeze in US long bonds, driven by the 'Bessent Put' from Treasury Secretary Scott Bessent, is forcing bearish traders to…
August 25, 2026
(59 days ago)
Oil prices declined, cooling inflation expectations and pushing Treasury yields lower as Treasury Secretary Scott Bessent acknowledged easing price pressure, reinforcing a…
August 25, 2026
(59 days ago)
India plans a September pilot for tokenized corporate bonds using wholesale CBDC, with state-run REC as issuer and select investors settling via…
August 25, 2026
(59 days ago)
Mexico's peso and government bonds are under pressure after a $130 billion Pemex bailout drives sovereign credit spreads to junk levels, lifting…