Rick Santelli is standing by at the CME in Chicago. And Rick, you want to say what you think is happening, what we've been watching with yields at this point, ever since the Fed's meeting. Well, to me, yields are doing exactly what they should.Maybe even not to the extent I thought they would. To me, the yields are going to continue to be firm, especially all durations, all maturities from sevenyear on. So, tens, uh, 20s, 30s.I think they're going to be sticky. And the reason I think they're going to be sti ...

Britain now has the highest yields across the G7 group of rich countries. Persistent inflation and a vulnerability to global capital scarcity are among the reasons why https://t.co/PKX9b5CXDsPhoto: Getty Images https://t.co/dZhQnl5e9g ...

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 ...

Fixed Income Market Outlook - Higher yields are expected to persist due to elevated policy rates compared to the last 15 years, even with potential Fed rate cuts [3] - Demand for risk-free assets has shifted from central banks and foreign investors to more price-sensitive investors, potentially keeping long-term yields elevated [3] - Fixed income may offer better returns compared to the post-Global Financial Crisis (GFC) period [4] Federal Reserve Policy and Economic Impact - The Fed lowered rates by another 25 basis points and further cuts are expected this year [3] - The market perceives the Fed's reaction function as asymmetrically dovish, prioritizing the labor market over inflation [5] - The pace of private payroll growth has slowed, and the unemployment rate has slightly increased [6] - Private employment demand has been under a 1% annualized run rate for most of the year, which is unusual in modern history [7][8] Investment Strategy Implications - Increasing the fixed income component of a balanced portfolio may be advisable [2] - Fixed income can serve as a portfolio diversifier [5]

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]