the unemployment rate ticking up for a fourth straight month to 4.6%. Joining me now, Muhammad Alerian, Alian's chief economic advisor. And Muhammad, the listen, I'm having a little bit of trouble with this jobs report.I don't know about you, just in terms of getting that clear picture of what is really going on. >> So, we should really look through this report. >> Okay.>> There are so many distortions and I think Sher Pal was absolutely right when he said we shouldn't take anything out of it. But if you pu ...

The world’s largest hedge funds are accumulating “substantially higher” leverage in the bond market than smaller rivals at very low cost thanks to their close relationships with dealers, according to BIS https://t.co/npbzZCIaEl ...

Market Trends - Some investors might consider shifting a portion of their investments into the bond market [1]

Even Rachel Reeves' apparent "wins" were driven by her fear of two things: the bond market and mutinous Labour backbenchers, writes @RosaFPrince (via @opinion) https://t.co/bSS3ObHVly ...

Market Trends - US bond market is experiencing a rally, potentially leading to its best year since 2020 [1] - Investors are uncertain whether Treasuries can maintain their current performance [1]

The bond market will loom especially large over next week's UK budget. Here's why https://t.co/Etcab7MpqO ...

Market Outlook - The market is currently in a CapEx bubble, expected to burst naturally at some point [1] - The current selloff is considered mild, with potential for further continuation [2] - Expectation of a more volatile stage in the market, possibly entering now [3] - The cycle is quicker and less volatile compared to the dotcom bubble [3] Dollar and US Assets - The dollar is expected to strengthen into year-end, but not parabolically [5][9] - Potential upside for yields amid uncertainty about the Fed's next move [5][6] - Extreme risk aversion could lead to a short-term dollar boost from deleveraging [7] - US stock market bounce will support the dollar due to inflows [8] Bond and Equity Market Dynamics - Equity traders are currently leading fixed income traders in this cycle [10][11] - Equity traders believe the bubble hasn't burst yet, so stocks lead fixed income for now [11]

Take a look at Treasury yields right now. Look at the 10-year. Look at the 10-year. 4.1%, the 2-year, 3.6%.People are not totally rattled. Uh, joining us right now, uh, Kelsey Burrow, fixed income portfolio manager at JP Morgan Asset Management. Are you surprised, by the way, that the bond market has not been more rattled by just everything.>> I'm not too surprised. You know, I think that we I there's been a fair bit of data even though there's been a lack of official data with the government shut down. Um ...

Political Impact - Rachel Reeves' first budget led to her being Britain's most unpopular chancellor in decades [1] - She hopes her second budget will gain favor with the bond market [1]

Interest Rate Outlook - The bond market previously indicated that cutting interest rates was a mistake [1] - The market is currently pricing in two more interest rate cuts for the remainder of the year [1] - Future interest rate cut decisions will depend on the composition of the committee at that time [3] Economic Projections - Current market expectations align with the median projection from the committee's last summary of economic projections [2] - There is less disagreement within the committee regarding interest rate cuts for the next year compared to this year [3]