Overseas investors finally soured on South Korean bonds, trimming holdings after the longest run of inflows in almost two decades https://t.co/lzVzcOdhxG ...

🔥 NOW: Metaplanet issues another ¥30B ($208M) in 0% bonds to buy more Bitcoin. https://t.co/b3IUGi1OLW ...

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 ...

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. ...

Here's the question for me. What risks are actually worth managing at the moment. Because for a lot of people, they're being rewarded by just ignoring pretty much everything.It's amazing. John. It reminds us a bit of the talking head song, same as it ever was, just looking back a week.You saw that typical geopolitical risk management narrative playing out with the dollar briefly catching a bid. You saw oil prices obviously higher, gold getting a bid, and all of that has quickly reversed. This is one of the ...

Bond Market Dynamics - The bond market is experiencing uncertainty due to government borrowing, trade wars, and tax cuts [2] - Long bonds, particularly those maturing in 30 years or more, are at the center of concerns [4] - Volatility in the bond market has increased, with yields on long bonds spiking above 5%, nearing the highest since 2007 [6] - Investor demand for long bonds has disappeared, resembling the volatility of meme stocks or crypto [13] Fiscal Policy and Debt - The US is projected to incur another $22 trillion deficit over the next 10 years [3] - Concerns about fiscal spending are driving long-term interest rates up, requiring higher yields to compensate for risk [14] - Government fiscal deficit problems are a ticking time bomb, leading to higher, longer-term yields [22][23] Global Implications - A global movement of rates higher has been observed [18] - Volatility in long-term bonds poses a problem for governments, as investors demand higher yields [20] - Higher yields will affect housing affordability, auto loans, student loans, and credit card rates [21] - The selloff in longer term bonds shows investors that major governments have a huge fiscal deficit problem [22] Long Bond Specifics - Long bonds were popular when investors sought decent yields due to near-zero or negative interest rates in Europe and Japan [8] - Austria Century Bonds, maturing in 2120, have seen their price fall about 75% from their peak in 2021 [12] - Rising long-end yields have increased by some 50 basis points, signaling potential financial stress [7]

Colleges Big And Small Issue Bonds Amid Political Chaos And Trump’s Higher Ed Assault https://t.co/dof2Ndd74o https://t.co/qo0XSeQ5PE ...

Colleges Big And Small Issue Bonds Amid Political Chaos And Trump’s Higher Ed Assault https://t.co/1Fv9Q0HCZI ...