Traders are questioning how much further a double-digit rally in Panama bonds can go this year, concerned that President Jose Raul Mulino’s borrowing binge will backfire sooner or later https://t.co/QMJbjlKAbM ...

Bonds from New York and its localities are the cheapest in nearly three years after a surge of issuance in the state weakened the debt’s value relative to the broader market https://t.co/sPYfv23NjZ ...

Philippine bonds are poised to rebound from the bottom of Asia’s debt rankings, thanks to the central bank’s room to cut rates and their relative insulation from US Treasury moves https://t.co/G2LaV6nsB8 ...

A global selloff in longer-dated bonds has finally spilled over into Chinese debt, as easing US trade tensions and Beijing’s efforts to tackle deflation damp demand for the notes https://t.co/7tiwPULo5p ...

Pemex bonds issued surged after the Mexican government mandated a debt sale meant to shore up resources for the battered state-owned oil company https://t.co/Faba9E1tSH ...

Market Trends & Economic Outlook - The dominant trends expected this year are a weaker dollar and a steeper yield curve [1] - The economic backdrop presents crosscurrents, including tariff uncertainty, inflation, and real rates impacting future growth and potentially slowing down the US economy [3] - Fiscal stimulus expansion, coupled with resilient consumers, can drive capital expenditures, leading to increased productivity and company profitability [3] - Inflation is trending lower, although not at the Fed's desired pace, and inflation expectations are also decreasing, putting pressure on the short end of the yield curve [5] - Increased capital expenditure, higher productivity, and profitability, combined with a Fed rate cut, could be incredibly bullish for equities [9] - Continued tariff pressure and higher-than-expected inflation could act as catalysts for negative market outcomes [9] Investment Strategy - The firm advocates staying in higher quality assets in both fixed income and equities due to market uncertainty [10] - Investors are encouraged to focus on high-quality companies with high profitability, high free cash flow yields, and dividend-paying capabilities to protect against future volatility [11] - The firm favors intermediate bonds with higher quality, primarily investment grade, advising against venturing into the high yield sector [12]

Chinese investors are snapping up exchange-traded funds tracking bonds, betting on their lower costs and diversified exposure to profit https://t.co/oy7yshjRX0 ...

When a tiny mutual fund dumped bonds recently, the low prices it got affirmed an alarming reality: Many securities turn out to be worth less than shareholders have been told https://t.co/CzA6KblTm3 ...

I want to just give you the Japan example. Some people say, well, Japan didn't have a debt problem. Um, and um, of course, Japan had um, and still does have a lot of debt.But what did they do. What they did was um, to print a lot of money and buy those bonds. And in the process of doing that, they gave the bond holders an average of 3% lower interest rates than in the United States. And they devalued the currency by an average of 4% over this period of time.And so that caused them to lose 45% Japanese bonds ...

Japanese government bonds rallied Friday, with yields dropping across maturities, ahead of Sunday’s closely-watched upper house election https://t.co/IimFxyWeMt ...