As the markets grind higher, so-called “buffer” ETFs are growing in popularity. The funds allow investors to customize their risk/reward ratio without limiting their upside potential. TrueShares ETFs CEO Mike Loukas and BondBloxx co-founder Tony Kelly sit down with CNBC’s Dominic Chu to discuss this, as well as the latest investor behavior when it comes to bonds. ...

Corporate Finance - Philip Morris International plans a second dollar high-grade bond offering this year [1] - The bond sale is scheduled for Monday [1]

Stocks, cash, gold and bonds are set for some of the largest yearly inflows on record in a market that’s seeing a breakdown in traditional correlations between asset classes https://t.co/fjrS0nE9B4 ...

Market Trends - Argentine bonds saw gains for the second time in six sessions [1] - The Argentine peso strengthened for a second day [1] Political/Economic Context - These market movements occurred ahead of crucial midterm elections this weekend [1]

when you havent taken any profits & contra and ansem start bullposting bonds https://t.co/WkE3t6cJ4Icontra (@ezcontra):TLT 110DXY 105 ...

Investment Risks - No asset offers complete safety for investors [1] - Bonds, while relatively safe, are subject to specific risks that investors should monitor [1] Asset Classes - Bonds are highlighted as an asset class that comes close to offering complete safety [1]

Market Intervention & Currency Support - America's actions have strengthened Argentine bonds and supported its currency, which was facing significant pressure [1] Political Strategy - The broader goal is to assist Javier Milei in winning the midterms [1]

Fed Policy and Labor Market - The Fed is focusing on the labor market and is expected to cut rates, potentially by 25 basis points in October, to achieve full employment [2][5] - Market participants anticipate the Fed will cut rates, with the two-year yield serving as an indicator of future Fed policy [3] - The market is pricing in a terminal funds rate of around 3%, aligning with estimates of a neutral rate, but there's downside risk if the economy softens [11][12] - The Fed's focus on the labor market weakness suggests a path towards lowering the federal funds rate, but cautiously, in increments of 25 basis points [6] - Tariffs are estimated to contribute about 10% to the current inflation rate, with the remaining impact expected over the next two to three quarters [50] Credit Market and Risk Assessment - Concerns about credit quality are emerging, with J P Morgan CEO Jamie Dimon warning of potential future credit problems, likening them to "cockroaches" [28][31] - Despite concerns, the investment-grade credit market shows resilience, supported by strong technicals and consistent inflows [33][34] - Investment-grade credit markets are experiencing 24 straight weeks of inflows, driven by attractive yields, while high-yield markets saw outflows [34][35] - Spreads between investment-grade banks and the rest of investment grade are relatively flat, indicating strong performance by big banks, but investors are advised to be cautious [38][39] Economic Outlook and Market Dynamics - The U S remains the best-performing country in terms of growth globally, despite trade war concerns with China [16][17] - The dollar's exposure has been somewhat hedged away, and foreign demand for U S assets, including corporate mortgage bonds, remains strong [16]

Bond Holdings - Nuveen sold major holdings of Chicago's cash-strapped school district bonds [1] - Nuveen traded out of debt positions held for close to a decade [1]

Investment Risks - No asset offers complete safety for investors [1] - Bonds, while relatively safe, are subject to three scenarios to watch out for [1]