Global bond markets are fully rejecting the Fed’s move. A rate cut on paper means nothing if yields keep climbing. The irony is your mortgage still gets more expensive https://t.co/CRWbx0xxrW ...

Japan’s 20-year government bond auction on Wednesday drew the strongest demand since 2020, as higher yields lured investors despite domestic political uncertainty https://t.co/AzgOAuYvY6 ...

Next guest warns the Fed may disappoint Wall Street when that meeting happens in about 20 hours or so. Subadra Rajapa is ahead of US race for associate general. Subra, great to have you with us.Um there does seem to be a lot of expectation built into at least 75 basis points through the end of the year. So is that where the disappointment may lie. >> Yeah, it's not just the 75 basis points up to the end of the year.You're also looking at a total of six cuts by the end of next year and the terminal Fed funds ...

Market Focus & Fed Rate Meeting - The market's focus is shifting towards inflation numbers, evidenced by the reversal in two-year and ten-year Treasury yields, reaching higher highs than the previous day [2] - The Federal Reserve (Fed) is expected to announce a 25 basis point rate hike at the upcoming meeting [4] - The market may reprice the aggressiveness of the easing cycle if inflation stickiness persists [4] Economic Indicators & Sentiment - Initial jobless claims saw a significant jump, influencing yield movements [2] - University of Michigan sentiment preliminary numbers reflect a stagflation trade, with weakening sentiment and sticky inflation [3] - The speaker prioritizes hard data like PCE (Personal Consumption Expenditures Price Index), CPI (Consumer Price Index), and PPI (Producer Price Index) over inflation surveys [4] Treasury Yields & Investment Strategies - Ten-year Treasury yields have risen above 4% [1] - A potential double bottom pattern has formed, with a rejection of 4% as the low yield close of the year [4] - High yield junk bonds are attracting investors seeking juicy yields, with the high yield ETF closing at its highest level in approximately three and a half years [5]

Market Trends - Global investors are showing renewed interest in Chinese government bonds [1] - A previous selloff, triggered by a shift into stocks, had pushed yields to multi-month highs [1]

Market Trends - Treasury yields oscillated and ultimately pushed lower [1] - Consumer price and labor market readings left intact the prospect of Federal Reserve cuts next week [1]

Market Trends & Industry Dynamics - Indonesia's short- and long-dated bond yield gap is expected to widen [1] Fiscal Outlook & Potential Risks - Concerns over Indonesia's fiscal outlook are persisting [1]

We're in the realms of a local high in yields. I'm not going to pinpoint that and say it's today. I would have a reasonably high degree of confidence If you could fast forward three or six months, you would probably make a lot of money in these bond markets.A lot of money. Bear in mind, a 30 year yield. You know, if you get a rally of 100 basis points, you're talking about a 20% capital return. So could you rally 25 basis points. You could rally 25 basis points in very, very little.That was Eric Lonergan sp ...

RT Doctor Profit 🇨🇭 (@DrProfitCrypto)The market is extremely Bearish!2024: Yields crashed -16% in weeks before the Fed’s first cut. Markets rushed into bonds, betting big on lower rates. —> Effect is Bullish!2025: Yields are rising +5% into the next cut. Investors are dumping bonds, demanding higher payback to lend money. —> Effect is Bearish!This is dangerous. Imagine your credit card company telling you “we lowered your rate,” but the bank suddenly doubles the cost of your mortgage. That’s what’s happenin ...

YOU LATER IN THE PROGRAM. STAYING IN ASIA, LET'S GET BACK TO THE MARKETS. PAUL DOBSON JOINS US NOW.IT LOOKS LIKE JAPANESE BONDS ARE JOINING THE GLOBAL BOND SLIDE. GOOD, LACEY. NORMALLY -- GOOD MORNING, LIZZIE.A MARKET THAT HAS BEEN SLEEPING, FOR MOST OF THE LAST COUPLE OF DECADES IS REALLY COMING TO LIFE NOW AND THAT'S BECAUSE WERE SEEING EVER RISING YIELDS, AT THE BACK END OF THE CURVE IN PARTICULAR, SIGNALING A LACK OF DEMAND FOR THE JAPANESE GOVERNMENT BONDS. THERE ARE REASONS FOR THIS THAT ARE KIND OF U ...