Treasuries inched up before the US reports jobs data, with investors seeking to gauge the scope for interest-rate cuts next year https://t.co/mPWpHLsPhI ...

Treasuries posted small gains as investors looked to a swath of delayed US economic reports ahead this week https://t.co/TgcexNXc0r ...

Long-term Treasuries fell, lifting the 30-year bond’s yield to the highest level since early September, as the implications of this week’s Federal Reserve interest-rate cut and policy stance filtered into the market https://t.co/2d0gf01FID ...

Treasuries were steady following the biggest rally in three weeks, with investors preparing for the Federal Reserve to start buying $40 billion of bills per month on Friday https://t.co/B0eGyW25jN ...

Treasuries extended their advance as the Federal Reserve delivered a widely expected quarter-point interest-rate reduction and stuck to projections for one more cut next year. https://t.co/F5MoRjpTLM ...

Inflation and Interest Rates - September PCE report showed inflation rose 28% year-over-year, the fastest pace since spring 2024 [1] - Tariffs impacted durable goods inflation, but overall inflation is expected to decrease from nearly 3% to around 2% next year [3][4] - The market anticipates the Fed will cut rates, but some dissenters suggest a more cautious approach [6] - Long-term yields are expected to remain around 4%, potentially rising to 45%, due to sticky inflation and supply issues [37] Economic Outlook - The US economy may experience a "code red affordability moment," particularly affecting lower-income individuals and young people [2][13] - Stimulus from tax cuts, the World Cup, and the US's 250th birthday could lead to a strong economic year [9] - Consumer spending remains strong, despite concerns about affordability [16][18] - AI is estimated to contribute about 25% to GDP growth, with AI-related capital expenditure representing approximately 15% of GDP [73][72] Market Dynamics - The market may broaden beyond the "Magnificent Seven" to focus on the "Impressive 493" stocks in the S&P 500, leveraging AI for productivity gains [21] - Bitcoin is primarily a trading vehicle influenced by technical factors rather than fundamentals, with stablecoins potentially replacing its transaction function [23][25] - The labor market shows signs of cooling, with increased layoff announcements and employers limiting headcount [89] - The Beige Book indicates cooler consumer spending and hiring, along with moderate price increases [87][91]

And a great story on the Bloomberg terminal, Mohammed, about you and your team and really just the decision making you guys had to make back in April, back in March. And, well, a lot of people were bailing or at least thinking about bailing on US assets. You stood firm and you've reaped the benefits.Explain why. Thank you, Romain. Thank you, David, for having me.I think the context is at that time there was plenty of uncertainty and the view was that this tariff related uncertainty will further add to the c ...

Treasuries fell after jobless claims dropped to their lowest level since 2022 in one of the last readings on the health of the US labor market before the Federal Reserve’s rate decision next week. https://t.co/26QVc6PZQz ...

Strategists at JPMorgan say it’s unlikely that Treasuries will replicate this year’s strong performance in 2026 because markets have priced in too many Fed rate cuts https://t.co/xvKRNZBoKq ...

Treasuries started the post-Thanksgiving week on the backfoot as a slide in Japanese debt spilled over into bond markets globally https://t.co/4xCuVEOPvz ...