US Treasury yields surge as Fed and oil pressure bonds
Fed pricing has turned more hawkish, oil has surged and Treasury yields have backed up hard. Here’s how the pieces fit together.
Articles tagged with "treasuries"
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Top 5 Charts for This Week: Yields, Oil and USD/JPY
It’s a big week ahead with a widely expected FOMC rate hike followed by a Bank of Japan rate decision. But perhaps more pressing are moves showing in US Treasuries and Oil and what that might entail for the macro landscape.
Bessent’s buybacks: Will Treasury reignite the dollar debasement trade?
Gold and Bitcoin surged when Treasury first flagged larger long-dated Treasury buybacks in August, while USD/JPY fell sharply. Today’s announcement could determine whether we a resumption or reversal of those moves.
US dollar rebound puts gold bear pennant in focus
DXY is finding renewed support as front-end Treasury yields push higher, with the strengthening inverse relationship putting fresh pressure on gold.
Gold Forecast XAUUSD Stalls Around 4600 Ahead of Jackson Hole
Gold's price action has changed notably during the week. Over the last four trading sessions, the precious metal has advanced only slightly more than 1%, highlighting a clear slowdown around the $4,600 per ounce area.
EUR/USD breakout puts dollar pressure valve in focus
A $40 trillion debt pile, rising interest costs and a more interventionist Treasury are giving dollar bears something to think about. EUR/USD sits at the centre of that debate.
Gold, silver surge as Treasury fans embers of dollar debasement trade
The US dollar was hammered after Treasury moved to support longer-dated bonds, sending gold and silver sharply higher. It may be premature to declare the debasement trade back, but the embers are glowing.
S&P 500 Forecast for the Week Ahead: Fresh SPX ATHs Despite Growing Bubble Fears
Is it a bubble or just a mania? While AI holds a lot of promise the valuations are becoming untethered from historical norms but that doesn’t necessarily mean that prices need to come down.
Gold and Silver Shine as Treasury Risks Mount
Silver’s breakout above $60 may be the opening act for gold. With Treasury futures under pressure and term premium rising, the market is sending a clear message: risk is being repriced.
SPX Jumps, Yields Soften After CPI Data
Stocks are putting in a big move and 10-year Treasury Notes are showing the largest decline in yields since last August, just before stocks bottomed.
US Dollar In Focus for the Election: Rates, Stocks Set for Volatility
The US Dollar was very strong in October as rising odds of a Trump win started to get priced-in to markets, but can equities avoid a pullback if longer-term US rates continue to fly-higher?
S&P 500 Forecast: Stocks Grind as Yields Jump into the Election, FOMC
S&P 500 futures pulled back again last week and as yields have continued their run-higher, there’s more potential for greater pullbacks ahead. Both the election and FOMC can bring impact on both fronts.
USD/JPY, USD/CNH: a chart every rate sensitive asset should be watching right now
Near-term moves in US bonds will have big implications for USD against the JPY and CNH.
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