There are good reasons why higher bond yields are here to stay, this strategist says
Investors are demanding higher rates when they buy longduration bonds because there is less demand, higher supply and a hot mess of policy uncertainty,…
US yen intervention puts Bitcoin, risk assets on notice for liquidity flux
The first USJapan joint yen intervention in 28 years came amid record bond yields and worries about the yen carry trade. Source：Cointelegraph
Traders in the world’s most important financial market are bracing for a wild stretch ahead
Volatility is ticking higher in the $30 trillion Treasury market as investors bet that yields will push higher. Source：MarketWatch
Bitcoin may find bear market bottom in August: 10x Research
Bitcoin could confirm an August bearmarket bottom, though rising Treasury yields could force the Fed to raise rates in September, according to 10x Research.…
The bitcoin futures yield collapse: Once over 20%, now less than Treasury notes
Bitcoin futures’ oncerich carry has evaporated, with quarterly basis yields trailing two‑year U.S. Treasuries since February, a sign of shrinking arbitrage and…
US Treasury yields rise as TIPS challenge the inflation narrative
TIPS data points to rising real yields, not inflation, a dynamic that weighs on nonyielding assets like Bitcoin. Source：Cointelegraph
Bond market is calling Warsh’s bluff on inflation fight as yields surge
The yield on the 30year Treasury bond touched its highest level since 2007 during Warsh’s press conference. Source：MarketWatch
Strategist’s mathematical formula for Trump’s ‘TACOs’ borne out by weekend ceasefire
It appears the White House was beginning to feel the pressure of rising bond yields and falling stock prices. Source：MarketWatch
There’s a technical ‘triple threat’ for stocks, but also places investors can hide
Treasury yields and oil prices surged, and the dollar confirmed the breakout toward a longerterm uptrend, to push the S&P 500 below key chart support.…
Why fixing the housing crisis for under-40s could trigger 10% Treasury yields
Bond prices will dive as structural inflation builds, says hedge fund manager Source：MarketWatch
The rising cost of capital for companies today is starting to spook the stock market: ‘The worry is the spending might not pay off’
Alphabet says it plans to throw even more money at the AI buildout. The Iran war, oil back at $100 a barrel and rising bond yields make it all the more…
Japan’s $1.8 trillion pension giant might bring money home. That could jolt U.S. stocks and the Fed.
Japan’s pension titan selling foreign assets could push U.S. yields up and sap demand for the dollar. Source：MarketWatch