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 ...

Bonds offer a hedge as stocks get expensive; the iShares 20+ Year Treasury Bond exchange-traded fund is up 5.61% year to date, on a total return basis. ...

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 ...

[Music] Washington is in turmoil once again with investors wondering how a government shutdown can affect their money. That's what we're digging into on today's Stocks and Translation. A shutdown happens when Congress misses a budget or a short ter short-term fix.Essential services keep running, but many others pause as most federal workers are temporarily let go or furlowed. So, let's break down what a government shutdown is and is not. First, it's a temporary funding lapse.It slows some services and it ca ...

The $11 trillion in assets manager has shifted its recommended allocations to 70% fixed income. It now has more than $1 trillion in funds committed to bonds. (Illustration: Samantha Lee for Forbes; Photos: Giovanni Bortolani via Getty Images; wenbin via Getty Images; Maleev Alex via Getty Images) https://t.co/kWlSXZnq70 ...

The Bank of Japan will scale back purchases of super-long bonds in a move that risks deepening losses in the nation’s longest-dated debt https://t.co/1nEDCqsapp ...

Indian bonds have been stuck in listless trading in recent weeks, with analysts saying only strong dovish signals from the Reserve Bank of India this week may help rekindle bullish sentiment https://t.co/E4pNXl6mtD ...

India will scale back the issuance of longer-maturity bonds over the next six months, as demand from insurance and pension funds shows signs of easing https://t.co/JoKnu9gNQo ...