Relative to trading stocks and bonds, trade finance seems pretty inconvenient. (via @opinion) https://t.co/qaVWoc3VUV ...

Market Sentiment - Debasement fears are prevalent, but not reflected in the bond market [1]

We're moving up to guy's point, not down as the government shutdown continues. Tenure has been trending downward since really the beginning of the year. The question now though is where are yields headed.Let's bring in the chart master Carter Worth tell us his thoughts because Carter, a lot of people that borrow money, maybe if you're out there and you you want to buy a home, this is the chart you probably need to be watching. >> Truth. Um, and where are they headed.I guess anybody's guess, but I'm certainl ...

Market Liquidity - The EU is injecting fresh euros into the market by lending excess cash in the repo market [1] - This lending is done in exchange for bonds [1]

Core Insights - The focus for the upcoming week will be on developments regarding the U.S. government shutdown [1] - The minutes from the last Federal Reserve meeting, scheduled for Wednesday, are expected to draw significant attention [1] Group 1 - The U.S. government shutdown remains a critical issue that could impact various sectors and market sentiment [1] - The Federal Reserve's meeting minutes will provide insights into monetary policy and economic outlook, influencing investor decisions [1]

It’s been a wild ride for Argentine bonds this week — and some investors say local traders are to blame https://t.co/nERLw8UmQr ...

Philippine bonds may be rescued from a bout of underperformance by rising foreign demand in tandem with lower borrowings from the government https://t.co/OrwMxlbwx2 ...

Core Viewpoint - Bonds are becoming an attractive hedge as stock valuations rise, with the iShares 20+ Year Treasury Bond exchange-traded fund (ETF) showing a year-to-date total return increase of 5.61% [1] Group 1 - The iShares 20+ Year Treasury Bond ETF has increased by 5.61% year to date on a total return basis [1]

Bond Market Reaction & Fed Policy - The long end of the curve is considered cheap based on valuation metrics, but the front end could also move if economic data weakens due to a prolonged shutdown [2] - The market is pricing in gradual Fed cuts to neutral, but a worsening economy (unemployment rate above 45%) could lead to more aggressive Fed action [2] - An independent Fed is responding to data and aiming to reduce the level of restrictiveness, making bonds attractive [6] - The Fed is expected to cut rates to 3%, which is close to neutral, even without a significant slowdown [8] Auction & Demand - End-user demand for Treasury auctions remains strong, indicating structural positives in the US economy [5] - Structural positives in the US economy, such as AI capex and strong corporate fundamentals, are driving demand for US bonds [6] - People look at 55%-6% in high-quality bonds and they like it [6] Investment Strategy & Risk Hedge - The 5 to 10-year part of the curve is considered a sweet spot, offering a balance between yield and duration risk [3][14][15] - Bonds are still considered a hedge, especially with the Fed likely to cut rates more aggressively [12][13] - Investors may diversify into other assets like gold and cryptocurrency, but US Treasuries remain a safe haven [9][10][11][12] - High-yield market can offer yields higher than 5%-6% without taking on that much duration risk [15]

Indian bonds rose by the most in a month after the central bank Governor Sanjay Malhotra signaled room for yields to fall https://t.co/pClhjFgEQo ...