Trump's attempt to fire Fed Governor Cook revives the debate over central bank independence, sparking dollar weakness and a flight to safety…
Japan’s access to Federal Reserve dollar repo operations reduces forced Treasury sales, easing supply concerns and supporting the U.S. government bond market…
Treasury bond sales strategy remains unchanged for the next quarter as political considerations from the upcoming midterm elections deter any adjustments, according…
Kevin Warsh contends that Federal Reserve rate hikes may lower long-term yields by curbing inflation fears and term premiums, defying typical yield…
DoubleLine analyzes how rising bond yields are de facto tightening that could dissuade the Fed from further rate increases, supporting fixed-income markets.
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…
Crypto-native platform Theo deploys $20 million into Fidelity's tokenized liquidity fund, signaling growing institutional conviction in tokenized Treasury products. This milestone marks…
The Supreme Court's decision to let Fed Governor Lisa Cook stay for now stabilizes U.S. monetary policy expectations and limits near-term market…
The Federal Reserve identified the basis trade as the main driver of hedge fund exposure to U.S. government bonds, raising concerns about…
Citadel claims the Federal Reserve's new policy framework will stabilize the Treasury long end, potentially reducing term premium and boosting long-bond prices…
Goldman Sachs projects a spike in two-year Treasury volatility alongside subdued moves in long-dated bonds, driven by Kevin Warsh’s perceived policy stance…
Gold prices held their decline as traders boosted bets on a 2026 Federal Reserve rate hike, lifting the dollar and Treasury yields.…