Citrini Sees Fed-Treasury Regime Change Fueling Treasury Rally
Citrini links the Fed-Treasury regime change to a coming Treasury rally, with falling yields, compressed term premium, and long-duration outperformance as markets…
Citrini links the Fed-Treasury regime change to a coming Treasury rally, with falling yields, compressed term premium, and long-duration outperformance as markets…
Muni junk-bond risk premiums shrink, making buyers pickier and pressuring high-yield municipal bond demand.
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…
A short squeeze in US long bonds, driven by the 'Bessent Put' from Treasury Secretary Scott Bessent, is forcing bearish traders to…
HSBC's purchase of at least $3 billion of Indian government bonds after a boost in foreign-exchange deposits highlights strong foreign investor demand…
Pimco expects an elevated term premium in bond markets, making longer-dated government bonds attractive as yields offer additional compensation for duration and…
Japanese government bond auctions are the next catalyst for US Treasury yields, with weak demand in Tokyo likely to lift the 10-year…
Indonesian bond inflows surged to a seven-year high, driven by rupiah gains that boost foreign investors' total returns and underscore the country's…
Goldman Sachs says slowing inflation is the best route to lower US Treasury yields, emphasizing disinflation over Fed cuts as the key…
Ukrainian war bonds surge as investors who backed Kyiv during the conflict are rewarded with strong returns on improving economic outlook and…
Emerging FX gains from the Bessent put and Treasury buybacks fade, leaving carry trade returns mixed as investors reassess policy support.
US 30-year Treasury yields climbed after the market unwound a surprise buyback rally, reinforcing the bearish tone in long-dated bonds amid a…