Pressure on long-dated bonds is easing around the world as investors eye supply changes and hunt for bargains after a selloff https://t.co/fGqiE3sm4n ...

A bondholder industry group has accused Warner Bros. Discovery and its bankers of undermining creditors when the company repurchased billions of dollars of its bonds earlier this year https://t.co/zf6ifkl1jp ...

Market Trends & Client Behavior - Charles Schwab's clients are trading approximately 30% more than the previous year, with increased margin balances and options usage [1] - Clients express happiness with high balances but also nervousness about the market's elevation, prompting questions about profit-taking [3][4] - Retail investors have been actively invested in equities, contributing to all-time high balances [6] - There's a growing demand from retail investors for financial advice and renewed interest in fixed income products [9][10] Crypto Strategy - Charles Schwab is planning a significant entry into the crypto space in early 2026 [1] - The company aims to provide education and support regarding crypto investments, acknowledging its increasing importance in client conversations [21] - Charles Schwab clients already hold 20% of all crypto ETF assets in the US [22] - The launch of Spot Crypto is expected in the first half of next year, aiming to attract clients who have moved funds to platforms like Coinbase [23] Company Strategy & Performance - Charles Schwab aims to meet clients' needs through both digital and in-person interactions, recognizing that most customers prefer a combination of both [19][20] - The company emphasizes a long-term orientation, prioritizing client interests to drive shareholder value [31][34] - Charles Schwab is experiencing record digital logins, approximately 500 million per quarter [19] - One in six new clients are under the age of 24, indicating success in attracting younger investors [27]

Abu Dhabi is selling dollar-denominated bonds, its first debt issuance in over a year https://t.co/KFiqTXwfLJ ...

Market Sentiment & Investment Strategies - Mark Spitznagel's firm, Universal Investments, manages $20 billion in assets under a tail risk hedge fund strategy [4] - Despite his firm's usual pessimism, Spitznagel is currently bullish on stocks, expecting them to surge higher before a correction, drawing parallels to early 1929 [4] - US margin debt is at an all-time high, which is considered a bullish indicator, while retail investors had the highest weekly inflow into the market for 2025 [4] - The bond market is pricing in two more 25 basis point cuts this year and three more 25 basis point cuts next year, potentially bringing the Fed funds rate below 3% [4] Housing Market Analysis - US incomes need to spike 60% to return to pre-pandemic housing affordability levels [4] - Home prices would need to fall 38% to return to pre-pandemic housing affordability levels [4] - Mortgage rates need to fall more than 400 basis points from over 65% down to under 23% to return to pre-pandemic affordability levels [4] Trading & Market Dynamics - Retail volume in derivatives has increased significantly, with options, futures, and options on futures now representing close to 80% of the market, compared to 8% previously [3] - Event-based markets are currently trading with high fees (1% per transaction), making them less attractive compared to traditional markets like Apple (approximately $1 per $100,000 traded) [21][22] - The speaker expresses concern about the frothy stock market, noting the difficulty in finding cheap assets across various sectors, commodities, and countries [5][6] - The speaker is selling a lot of stock and trading a lot also, and is concerned that there are no bears right now [36][37]

#数据 中国债券信息网的数据显示 ，8月份外国机构持有的中国主权债务连续第三个月下降至2.01万亿元，为2021年1月以来的最低水平。法国农业信贷策略师认为，外国投资者对中国境内股票市场表现出更大的兴趣，而对债券的兴趣则较低，因为绝对回报率仍然相对较低，且外汇对冲回报率受到侵蚀。 https://t.co/NNdtKDYVkj ...

T. Rowe raised its exposure to bonds in emerging and frontier markets last week, betting that their relatively higher yields will attract global funds seeking to diversify away from the US https://t.co/o9CPH5U2Ya ...

Structured products are complex by design. So I called up Yin Shen to help me understand how they work. I am a uh reporter on the equities team.So I cover arbitrage trades and all things complex. Structured products, also known as notes, are designed to combine the rewards of investing in stocks with the security of investing in bonds. It's a hybrid instrument.So it is a bond with an option twist. Part of the product functions a lot like investing in a bond. You're supposed to get fixed returns over time, b ...

Group 1: Inflation and Its Impact - Inflation is a persistent economic phenomenon that affects the cost of living and erodes purchasing power over time [1][2] - A $1 million investment in 2021 would need to grow to approximately $2.14 million by 2045 to maintain purchasing power, assuming a 3% annual inflation rate [3] Group 2: Investment Strategies - Financial experts recommend staying invested in stocks for the long term, as they have historically outperformed inflation compared to bonds [4] - A suggested rule of thumb for stock allocation is to subtract one's age from 100 (or 110 for those in good health) to determine the percentage of investments that should be in stocks [5] Group 3: Social Security Considerations - There is uncertainty surrounding the future of Social Security, with the trust fund running low, leading to advice against relying solely on it for retirement [6][7]

RT Bloomberg en Español (@BBGenEspanol)¿Quieres saber qué pasó esta semana en Latinoamérica? @ValiHilairenos cuenta sobre una empresa china con el ojo puesto en Chile, bonos colombianos reciben un golpe de EE.UU. y, ¿lograrán los "tres amigos" limar asperezas?📽️ https://t.co/gAQNxXGRP4 https://t.co/zS5nW1iim0 ...