Core Viewpoint - The U.S. bond market appears to be relatively unconcerned about President Trump's attempts to influence the Federal Reserve's monetary policy decisions [1] Group 1 - The bond market's current sentiment indicates a lack of anxiety regarding potential changes in monetary policy due to political pressures [1]

Core Viewpoint - Long-dated U.S. Treasury yields have risen as the market digests the outcome of the recent Federal Reserve meeting, indicating a reassessment of monetary policy [1] Group 1: Treasury Yields - Short-dated U.S. Treasury yields have declined, while yields on maturities of 10 years or longer have increased [1] - The 10-year Treasury yield rose above 4.26%, reflecting market adjustments following the Fed's decision to maintain interest rates [1] Group 2: Federal Reserve Meeting Impact - The Federal Reserve emphasized economic resilience, which has alleviated concerns regarding inflation and employment [1] - Policymakers have countered aggressive easing expectations, thereby supporting U.S. rates despite the dollar's struggle to regain momentum [1]

Accessible version US Rates Watch Duration extension Moving out Flows data on net echo recent price action and suggest that asset managers are moving longs from belly to further out the curve. Belly of the curve sees far fewer longs that are out-of-the money while in-the-money short base there is building. Despite de- dollarization concerns, foreign investor flow data was little changed and custodial holdings (proxy for foreign official demand) increased. Inflows continue into US fixed income funds & banks ...

新华财经北京1月29日电债市周四（1月29日）延续横盘整理，上日"小作文"一度改善交投情绪，但午后 期限券重回偏弱波动，国债期货全线收跌，银行间现券收益率上行幅度在0.5BP以内；公开市场单日净 投放1438亿元，资金利率走势有所分化。 业内人士认为，资金面本周较为平稳，料跨月流动性压力有限。传言中针对银行的"隔夜逆回购"措施， 机构认为有一定可能，但关键还在于其定位。总体而言，此次传闻对债市更多是情绪上的扰动，趋势性 利好有限。 【行情跟踪】 国债期货收盘多数上涨，30年期主力合约涨0.07%报112.17，10年期主力合约涨0.06%报108.25，5年期 主力合约涨0.01%报105.875，2年期主力合约持平于102.394。 亚洲市场方面，日债收益率上行居多，仅超长端收益率延续回落，5年期和10年期日债收益率上行1.3BP 和1.7BP，30年期日债收益率下行1BP。 欧元区市场方面，当地时间1月27日，10年期法债收益率涨0.1BP报3.435%，10年期德债收益率涨0.8BP 报2.873%，10年期意债收益率涨0.3BP报3.467%，10年期西债收益率涨0.2BP报3.229%。其他市场方 ...

Australia’s credit market is becoming a favored destination for investors seeking alternatives to dollar investments, driving local bond deals to a record. https://t.co/v8xUaLpzjS ...

Markets don’t usually shout to get your attention when a paradigm shifts. But they do tend to whisper in unison pretty loudly when historical relationships start to break. In this Market on Close clip, Senior Market Strategist John Rowland, CMT, highlights a rare alignment across global markets that historically only appears during periods of financial stress: More News from Barchart Japanese long-term yields are moving parabolically The U.S. dollar is breaking a 14-year structural trend Gold and ...

Core Viewpoint - The potential for a short squeeze in US Treasuries is emerging, driven by various economic factors and market dynamics, which could lead to significant price movements in the bond market. Group 1: Market Dynamics - Shorting US Treasuries is considered risky, akin to historical short plays against sovereign currencies, with the US Treasury bond being a benchmark for fixed income since post-WW II [1][2] - The current short position in US Treasury futures is at 1.97 million contracts, marking one of the most crowded positions in history for long bonds [4] - The total ETF short interest stands at approximately $12.4 billion, indicating substantial bearish sentiment in the market [4] Group 2: Economic Indicators - Long bond yields have risen to around 4.85%, influenced by inflationary pressures and currency debasement, prompting traders to short Treasury bonds [3] - Inflation peaked at 9.0% in June 2022, leading to increased short positions as traders anticipated lower prices and higher yields [3] - China has reduced its holdings of US Treasuries to $682.6 billion as of November 2025, down from a peak of $1.32 trillion in 2013, reflecting a long-term diversification strategy [3] Group 3: Potential Market Movements - Economists predict a potential move of 25-50 basis points in the near term, with the possibility of even larger daily movements if short coverage becomes panicky [5] - The $12.6 trillion Repo market could trigger significant price movements as shorts may need to cover positions before a price surge [8] - Recent Treasury auctions have performed above expectations, indicating strong demand despite the crowded short positions [4]

Group 1 - Plans for looser fiscal policy in Japan have led to significant fluctuations in the yen and Japanese government bonds [1] - These developments have created a sense of unease among global investors [1]

From sinking Treasuries to global selloffs, the turmoil in Japan’s bond market is being felt far beyond its borders. Find out how the crash is rattling international investors and why markets are still on tenterhooks on today’s Big Take Asia Podcast.🎙️ Listen now: https://t.co/wELgUxXAEf ...

The U.S. 30-year Treasury Bond futures edged 1.18% higher in 2025, while the iShares 20+ Year Treasury Bond ETF (TLT) posted a marginal 0.19% decline. I asked where U.S. government bonds were heading in 2026 in a November 27, 2025, Barchart article, where I concluded with the following: I favor lower interest rates in 2026, but in late 2025, the path of least resistance remains a coin flip that could land on its side, suggesting another year of sideways trading.  More News from Barchart The long bond fu ...