US bond traders gutted through turbulence to somehow find themselves notching profits as the first half ends. Now, they’re setting up for more gains https://t.co/9H6pCaD8M4 ...

Bond investors enter a holiday-shortened week focused on the June jobs report as a key data point that will influence the Fed’s path on rates and performance for the market for the rest of the year https://t.co/QPgQTit1Ab ...

South Korea is scrapping a 14-year-old ban on local institutions investing in so-called Kimchi bonds sold for domestic use, in a move aimed at improving foreign exchange liquidity and easing pressure on the won https://t.co/htuvHrPsvH ...

Bonds issued by The Ritz-Carlton Yacht Collection, a yacht company backed by Oaktree, plunged after the cruise line said it's unlikely to generate positive earnings until 2027. Read it here in The Brink. https://t.co/oZFQNNTJYu ...

America is still exceptional in the bond market: Foreign investors are buying more US corporate debt even amid tariff concerns https://t.co/K7DoGUhdoI ...

Prominent financial advisor Ric Edelman is boosting his crypto portfolio recommendations to 10-40% 🤯Edelman, who has grown his firm to $270B in AUM across 1.3M clients, recommended a 1% allocation to crypto in 2021But now he's recommending up to 40%, pointing to the evolution in the industryThe old 60/40 was stocks and bonds -> now it's stocks and crypto... ...

Core Viewpoint - Jami Dimon, CEO of JPMorgan Chase, warns of a potential "cracking" in the bond market due to excessive deficit spending and high debt levels, with the 10-year yield at levels not seen since 2007 [1] Group 1: Companies Resilient to Bond Market Cracking - Philip Morris International is well-positioned to thrive regardless of bond market conditions, primarily due to its international market focus and recession-proof tobacco products [4][5] - The next-gen products, including Zyn and IQOS, now account for over 40% of Philip Morris's revenue and gross profit, indicating growth potential despite a mature market [6] Group 2: AutoZone's Performance in Weak Economies - AutoZone demonstrates resilience in recessionary environments, benefiting from consumers opting for repairs over new car purchases [7] - The company's hub-and-spoke store model enhances its market performance by ensuring all stores are well-stocked, supporting its ability to thrive if bond markets weaken [8] Group 3: Dollar General's Economic Resilience - Dollar General is positioned to perform well during economic downturns as consumers tend to "trade down" to more affordable shopping options [9][10] - The company has a strong track record of success during past recessions, with a revenue model focused on consumer staples and a vast network of over 20,000 stores [11]

证券代码：601665 证券简称：齐鲁银行 公告编号：2025-024 可转债代码：113065 可转债简称：齐鲁转债 齐鲁银行股份有限公司 关于"齐鲁转债"转股数量累计达到转股前公司 已发行股份总额10%暨股份变动的公告 经上海证券交易所自律监管决定书〔2022〕342 号文同意，公司 80 亿元可 转债于 2022 年 12 月 19 日起在上海证券交易所挂牌交易，债券简称"齐鲁转债"， 债券代码"113065"。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 累计转股情况：截至 2025 年 6 月 26 日，累计共有人民币 2,650,263,000 元"齐鲁转债"转为齐鲁银行股份有限公司（以下简称"公司"）A 股普通股股 票，累计转股股数为 504,517,591 股，占"齐鲁转债"转股前公司已发行 A 股普 通股股份总额的 11.0137%。 ? 未转股可转债情况：截至 2025 年 6 月 26 日，尚未转股的"齐鲁转债" 金额为人民币 5,349,737,000 元，占"齐鲁转债"发行总量 ...

Frontier-market bonds should deliver robust returns over the coming quarter, according to strategists at JPMorgan Chase & Co https://t.co/MfkDekYG1v ...

Tiffany McGhee, CEO of Pivotal Advisors, and Meghan Shue, Head of Investment Strategy at Wilmington Trust, say investors should rebalance, favor healthcare and bonds, and stay invested. ...