Don Curren 🇨🇦🇺🇦“US #AI giants are issuing #debt all over the world. #Google/Alphabet is leading the charge” #bonds #bondmarkets open.substack.com/pub/adamtooz...
3 Desjardins: The increase in #Canadian exposure has coincided with declining active allocation to the US. This is consistent with our earlier work showing a broader slowing of fund flows into US fixed income beginning in 2025. 🧵
#bonds #bondmarkets
2 Desjardins: … as most of the increase has been concentrated in #GovernmentofCanada ( #GoC) and #provincial #bond funds. In contrast, #Canadian #corporate #allocations remain meaningfully below passive #benchmark weights.
#bonds #bondmarkets
1 Desjardins: Canada is moving up the ranks as active managers increasingly overweight the country in global fixed income portfolios. The shift appears to reflect demand for high-quality #public-sector #duration …🧵
#bonds #bondmarkets #GoCs
“The big takeaway from all of this is that even if we were to get a peace deal today, #yields may not fall very far in response. #Infrastructure and #petroleum #stockpiles will need to be rebuilt.” www.bloomberg.com/news/newslet... 🎁📎 #bonds #bondyields #bondmarkets
The Bond Selloff Is About More...
The Bond Selloff Is About More...
@The bond market, or more accurately bond traders are often treated as oracles of the future impact of fiscal polices, so its worth noting that according to Lipper LESG data (quoted by Stuart Kirk/FT) over the last 20 years, around 80% of European Bond funds underperformed their market indices;
in other words, investing directly in bonds would have four times out of five led to higher returns than by using a bond market trader's aggregation fund.
So much for prescience!
#economics #BondMarkets
“The harsh reality facing all British (& other) politicians & #bondmarkets is that unelected #centralbankers cannot bring down global #inflation, but neverthless have the power to harm the economy & to damage the interests of #bondmarket investors by raising #rates” open.substack.com/pub/annpetti...
Phantoms, Left-Wing Candidates...
Phantoms, Left-Wing Candidates...
WYM ModGlobal bond markets on edge as Hugh Leask reports renewed inflation fears and soaring oil prices are pushing U.S. Treasury yields higher. The 30-year yield hit its highest since October 2023, with the 10-year at a February 2025 peak, sparking concerns about Federal Reserve rate hikes. This threatens consumers and stocks. Read the full analysis by Leask here: https://www.cnbc.com/2026/05/19/treasurys-yields-inflation-traders-fed-interest-rates.html #BondMarkets #Inflation #TreasuryYields
3 Bloomberg: … as the new “round number” for the #30-yearTreasury.
“ #Rates will stay higher for longer and #investors should plan accordingly,” Apollo Management’s Torsten Slok told clients.
#bonds #yields #bondmarkets
1 Bloomberg: #Bonds are buckling around the world, propelling #borrowingcosts to multi-year highs. The causes are rooted in geopolitical, demographic and technology trends that are hitting most everywhere, all at once. 🧵
#markets #bondmarkets
