Barron’s (May 19)
“Bond markets haven’t been swayed by President Donald Trump’s latest assurances on the war with Iran, with yields holding stubbornly higher” and impacting the broader economy. “Elevated bond yields are contributing to rising inflation, with April producer inflation at its highest since December 2022, challenging growth investments.” It appears “the bond market is forcing a reckoning Trump isn’t able to stop.”
Tags: April, Assurances, Bond markets, Broader economy, Elevated, Growth investments, Iran, Producer inflation, Reckoning, Rising inflation, Swayed, Trump, War, Yields
Reuters (March 1)
“Strong investor inflows into bond markets this year mean traders and bankers are confident the European Central Bank will have a smooth start to unwinding its huge bond holdings, but the long term impact of its ‘quantitative tightening’ is a big unknown.”
Tags: Bankers, Bond markets, Confident, ECB, Holdings, Impact, Inflows, Investor, Long term, Quantitative tightening, Smooth, Strong, Traders, Unknown, Unwinding
Reuters (January 1)
“Heavy falls in stock and bond markets over the last year have cut the combined value of the world’s sovereign wealth and public pension funds for the first time ever – and to the tune of $2.2 trillion.”
Tags: $2.2 trillion, Bond markets, Heavy falls, Public pension funds, Sovereign wealth, Stock, Value
Bloomberg (December 20)
“It is hard to overemphasize the importance of” the BOJ’s latest “policy change. Starved of yield domestically and with the yen on a vicious weakening trend, Japanese investors have turned to bond markets elsewhere where yields are higher…. This change in policy is likely to make the yen much less of a one-way bet.”
Tags: BOJ, Bond markets, Importance, Investors, Japan, Policy change, Weakening trend, Yen, Yield
The Economist (November 6)
“Global bond markets are wakening from a long slumber.” The Fed “will wind down its vast bond-buying programme” just as bond investors react to higher inflation. “Across a group of 35 economies, five-year bond yields have risen by an average of 0.65 percentage points in the past three months.”
Tags: Bond markets, Economies, Fed, Global, Higher inflation, Investors, Wind down, Yields
Barron’s (October 1)
“The thing to worry about in global bond markets isn’t what the Bank of Japan is doing, but what’s happening to U.S. manufacturing.”
Tags: Bank of Japan, Bond markets, Global, Manufacturing, U.S., Worry
Bloomberg (May 17)
China’s “influence over global bond markets is beginning to eclipse that of the Federal Reserve. While traders still keep a close watch on decisions made by Fed Chair Janet Yellen in Washington, economic shifts in China are starting to matter even more for the global economy.”
Tags: Bond markets, China, China Economy, Fed, Influence, Traders, U.S., Yellen
