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.
Sweden's consumer price index rose less than expected in May, giving the Riksbank a reprieve from further rate hikes and sending the…
The Singapore-US rate gap has reached a record level and could expand further as capital inflows into Singapore's financial system collide with…
Fed’s Lorie Logan signals potential 2026 rate hikes, upending markets and boosting the dollar and yields.
A Bloomberg opinion piece warns that even the most patient central bankers are succumbing to inflation pressures, leading to global tightening, rising…
Polish rates hold at 5.75% as Glapiński cools rate hike bets, sending the zloty lower and bond yields dropping. The NBP’s dovish…
New York Fed President John Williams said there is no obvious direction for rates, leaving markets to assess the policy outlook with…
A fierce Treasuries selloff driven by swelling Fed rate-hike bets sends yields to a two-week peak, rattling bond markets and strengthening the…
Fed communication gaps are injecting noise into bond and stock markets, with traders demanding clearer forward guidance to navigate rate path uncertainty.
Bank of Japan Governor Ueda stresses the need for continued rate hikes to control inflation, bolstering the yen and pressuring Japanese bonds…
OECD forecasts the Bank of England will hold interest rates steady throughout 2026, with rate cuts expected only in 2027, impacting GBP,…
Gold slipped as robust US jobs data strengthened expectations that the Federal Reserve will maintain high interest rates, reducing demand for the…