UK Inflation Drops to 2.5% But Gilts Sell Off as Oil Surges 3%
UK CPI fell to 2.5% but a 3% oil spike drove gilt yields higher as BoE rate-cut expectations faded; the surge in…
UK CPI fell to 2.5% but a 3% oil spike drove gilt yields higher as BoE rate-cut expectations faded; the surge in…
Gilts traded in a narrow range as markets assessed the new Burnham government's economic agenda, with steady yields reflecting a cautious wait-and-see…
Japan insurers' record super-long bond buying in June signals strong demand and may compress long-end JGB yields.
US Treasury yields fell sharply after CPI data showed inflation cooling faster than forecast, pushing July Fed rate hike odds down to…
Japan bonds rallied, sending 20-year yields to a two-week low, after GPIF's Katayama hinted at boosting domestic bond holdings and a 20-year…
Surge in tariff refunds under Trade Adjustment Assistance pushes US fiscal 2026 budget deficit beyond 2025 levels, lifting Treasury yields and weakening…
Royal Bank of Canada (RBC) expands credit derivatives trading to meet surging hedging demand from AI-related corporate debt, underscoring the intersection of…
Two-year Treasury yield spikes to 2025 highs after crude oil surge reignites inflation fears, forcing markets to rethink Federal Reserve rate-cut timelines.
RBC Wealth cautions that euro credit looks overvalued and recommends shifting to dollar debt, potentially boosting the greenback and weighing on the…
Vanguard increases TIPS allocation on an oil-market anomaly signaling higher inflation, shifting portfolio toward inflation-protected bonds.
Japanese government bonds and the yen gained after reports that the GPIF may allocate more to long-dated JGBs, driving demand and tightening…
PGIM's Peters sees the 30-year Treasury yield repricing as just starting, driven by inflation and fiscal worries, signaling more volatility in long-dated…