Mortgage Hedging Returns to US Treasuries, Fueling Volatility Risk
Resurgent mortgage convexity hedging threatens to amplify Treasury yield moves as the 'beast' returns to the government bond market.
Resurgent mortgage convexity hedging threatens to amplify Treasury yield moves as the 'beast' returns to the government bond market.
Congo's Eurobonds are surging as investors pour into rare high yields backed by AI-linked cobalt demand, shrugging off a renewed Ebola threat…
Bank of America says foreign buyers are flocking to UK gilts as attractive yields overshadow political concerns, signaling potential demand-driven support for…
UK investors moved money from cash funds to bonds in June, drawn by attractive gilt yields, as the Bank of England's rate…
Fed’s Lorie Logan signals potential 2026 rate hikes, upending markets and boosting the dollar and yields.
DoubleLine’s Cohen warns AI-driven exuberance is creating a bubble in credit markets, threatening high-yield bonds as overleveraged AI companies face potential defaults.
Bessent’s inflation language echoes Yellen’s controversial past statements, raising fears of renewed Treasury yield volatility.
Swiss pension funds managing $270 billion in assets are moving to blacklist bonds issued by major oil companies, causing a sell-off that…
Polish rates hold at 5.75% as Glapiński cools rate hike bets, sending the zloty lower and bond yields dropping. The NBP’s dovish…
Glendon Capital's Kim casts doubt on private credit loss rates, warning investors of potential mispricing in high-yield and leveraged loan markets.
Bahrain tapped global dollar bond markets within hours of an Iranian missile attack on a U.S. base, underscoring Gulf states' resilience and…
A fierce Treasuries selloff driven by swelling Fed rate-hike bets sends yields to a two-week peak, rattling bond markets and strengthening the…