RT 0xSacha (@0xSacha)What if we brought the best yields out of @Starknet to @Starknet ?It means Starknet yields >= Crypto yields ...

A sale of UK five-year debt was oversubscribed by the least in almost two years, the latest sign that the country’s high yields are failing to draw buyers https://t.co/hfoSnwmlsg ...

The futures this morning are pulling back after another pretty good week, but we're going to talk fixed income. Joining us now, U Jay Barry, JP Morgan, head of global rate strategy. I'm warming up to your I think you get sold uh short the the whole fixed income uh area.Jay, because you know, the market's been doing so well. I've heard you can get 7%. Pretty much not necessarily risk-free, but extend duration a little.maybe not, you know, treasuries and that's about what the market can do if it just cools of ...

Market overview in last 24h:- Japan stock market opens 3% in red- Japan ready to unload $250bn in ETFs- Yields all over the world rising despite cut- JP Morgan calls for 50% market increase- Mortgage rate higher despite rate cuts- Uncertainty, because of Yields & Japan ...

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 ...

Market Trends - Japan's 20-year government bond auction saw the strongest demand since 2020 [1] - Higher yields attracted investors to the auction [1] Investment Opportunities - Strong demand in the auction suggests potential investment opportunities in Japanese government bonds [1] Risk Factors - Domestic political uncertainty exists despite the strong bond demand [1]

Federal Reserve Policy & Market Expectations - The market anticipates approximately 75 basis points of rate cuts by the end of the year, along with a total of six cuts by the end of next year, potentially leading to disappointment if the Federal Reserve (Fed) doesn't meet these expectations [1][2] - Market pricing suggests a lower terminal Fed funds rate than the Fed's own projections, indicating expectations for a more aggressive pace of cuts [2] - There is uncertainty regarding whether the Fed will commit to an October rate cut, with the approach likely remaining meeting by meeting [3] Inflation & Economic Indicators - Concerns exist that aggressive rate cuts by the Fed could lead to rising long-end yields and inflation expectations, which would be unfavorable [4] - Some inflation metrics are showing reacceleration, which is a concern, although the Fed is currently focused on the employment picture [5] - Recent CPI prints indicate broad-based gains across multiple categories, not just goods inflation, suggesting that factors beyond tariffs are contributing [6] - The impact of tariffs on inflation has been muted so far, but it's possible that this could change in future data [7] Market Reactions & Asset Performance - Ten-year Treasury yields tend to rally on Fed meeting dates, but July saw the opposite, with yields rising [8] - If the Fed doesn't sound as dovish as the market expects, there's a chance that yields could rise, especially with 10-year yields near 4% [9] - The stock market is optimistic about rate cuts, but the question is whether the market is well-positioned even if the Fed doesn't cut as much as expected [10] - Easy financial conditions are already priced in due to expectations of a very easy policy path, including a weaker dollar and tighter credit spreads [11] - Gold is emerging as a safe-haven asset, while the dollar's performance is less pronounced, and the rise in equities is partly attributed to the weakening dollar [13][14]

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]