Bond markets aren’t buying inflation fears, even as Trump tightens his grip on the Fed https://t.co/RwG2V3zA4C ...

A perfect storm of political gridlock and soaring debt is pushing the French government to the brink, and the bond markets are taking notice https://t.co/1SCFp4bjk7 ...

The rout in US bond markets is likely over in the absence of an inflation or growth shock, according to Bank of America strategist Michael Hartnett https://t.co/EnKQHMzh92 ...

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 ...

Government Debt Issuance - The Treasury is issuing $58 billion in three-year notes [1] - The government aims to increase liquidity following a $5 trillion debt ceiling increase [1] - A record $100 billion four-week bill auction is expected on Thursday [1][2] - The Treasury issued $50 billion in one-year bills, the second largest ever [2] - A $85 billion six-week bill auction occurred, the largest ever [2] Bond Market Dynamics - The size of auctions keeps growing or staying at historically high levels [3] - The administration is issuing shorter bills due to the optimistic view that interest rates will decrease [4] - Prices paid for the three-year auction were just under 70, almost the highest in three years [4] - Short maturity treasury yields did not reflect the weak ISM data, unlike longer-term yields [5] - The yield curve flattened, contrasting with the steepening observed on Friday [5]

Market Trends & Insights - Bond markets are signaling a clear directive to Europe: reduce spending and shorten borrowing durations [1] Financial Strategy - Europe is advised to adopt a strategy of fiscal prudence and shorter-term debt management [1]

So what do we what's the assessment this morning of what we're waiting to hear on the U.K. side of things and how safe the chancellor's position is. Well, good morning. We we heard there you heard from the House of Commons yesterday, Keir Starmer.I'm not giving that backing to Rachel Reeves. But then things progressed as ever in U.K. politics very quickly. And by the end of the day last night, Starmer was out talking to the BBC, giving a lengthy interview in which he was really effusive about their partners ...

National Debt & Bond Market - The US national debt has reached $37 trillion [1] - Bond markets are jittery and interest rates are high [1] Entitlements - Nobody wants to address the issue of entitlements [1]