Fixed Income

Bloomberg
What Bonds Say About Equity Corrections: Macro Man Podcast
Bloomberg's Cameron Crise unpacks the signaling from stocks and bonds during equity-market corrections.
Reuters
Investors want India to lower long-bond supply in fiscal year 2026, sources say
Indian bond market participants want the government to lower supply of ultra-long debt in the fiscal year that starts April 1, five treasury officials said on Monday.
Bloomberg
Dash for Trash Is Hottest Trade in Europe’s Junk Bond Market
Fresh from a grueling restructuring, French IT firm Atos SE’s bonds are among the surprise winners in Europe’s junk debt market this year, part of a trend investors are dubbing “the dash for trash.” ...
Bloomberg
Pricing Insights: Navigating quote data
Fixed income traders now have access to abundant pricing data. We explore how traders can navigate the vast amount of quote data available and use it effectively in their decision-making processes.
Bloomberg
BOJ Is Said to See Good Reasons to Oppose Bond Market Action
Bank of Japan officials see several reasons against intervening in the bond market even after benchmark yields hit the highest level since 2008, according to people familiar with the matter, ...
Bloomberg
BOJ Is Said to Have Good Reasons to Oppose Bond Market Action
Bank of Japan officials see several reasons against intervening in the bond market even after benchmark yields hit the highest level since 2008, according to people familiar with the matter, ...
Reuters
US recession risks dominate inflation concerns, push Treasury yield forecasts lower, Reuters poll finds
U.S. Treasury yields will remain range-bound over coming months as mounting concerns of an economic downturn dominate tariff-linked inflation fears, pushing bond strategists in a Reuters poll to ...
Reuters
Macro hedge funds are outperforming so far in 2025
Hedge fund EDL Capital, which trades assets like currencies and bonds based on global macro economic outlooks, has returned nearly 17% so far in 2025 to March 7.
Reuters
German spending boost to leave lasting impact on world bond markets
A sea change in German fiscal policy is rapidly transforming global bond markets as it is expected to increase the pool of top-rated, safe-haven debt and propel Germany into a new era of structurally ...
CNBC
‘We don’t believe in the velvet rope:' One money manager is giving retail investors access to private credit. But is it worth it?
The exchange-traded fund industry is looking to give retail investors more access to alternative investments including private credit.
Financial Times
‘Game changer’: German spending plans lift bond market’s growth forecasts
Chancellor-in-waiting Merz’s promise to do ‘whatever it takes’ pushes Bund yields sharply higher in anticipation of more issuance ...
Reuters
US corporate bond investors cautiously navigate trade war uncertainty
Pressure on corporate bond spreads, or the premium paid by companies over risk-free Treasuries, to widen will likely persist as investors grow cautious of the domestic economic outlook and await the ...
scmp.com
US Federal Reserve
The bonds will be issued on Thursday and carry an interest rate of 6.95 per cent a year. Dollar strength more worrying to Asian stocks than China tariffs: Hang Seng Bank Prospects for Asian ...
Reuters
Trump deregulation push boosts appeal of swap spread wideners in bond market
A potential move by the Federal Reserve to ease regulations on capital for U.S. banks that would allow them to hold more Treasury securities has unleashed a torrent of so-called swap spread wideners ...
Reuters
Italy looks to foreigners as retail bond market loses steam
Italy's campaign to put more of its huge public debt in the hands of small domestic savers will grow increasingly difficult, analysts say, but foreign investors lured by Rome's political stability and ...
Bloomberg L.P.
Treasuries Traders Are Targeting an Even Bigger Rally Ahead
Mounting worries over the economic impact of tariffs have traders betting that this year’s almost 3% rally in the US bond market is set to gather more strength.
Bloomberg L.P.
Treasury Options Traders Target Bigger Bond Rally Ahead
Mounting worries over the economic impact of US tariffs have traders betting that this year’s rally in the nearly $29 trillion US government bond market will continue.
scmp.com
Hong Kong boosts yuan hub status by expanding mainland China bond collateral initiative
HKMA unit CMU OmniClear and HKEX sign MOU to enhance the post-trade securities infrastructure of Hong Kong’s capital markets.
Bloomberg L.P.
US Exceptionalism Trade Is Cracking as Bonds Beat Stocks
Treasury 10-year yields fell to a four-month low of 4.11% today as investors bet the intensifying trade war will bludgeon global growth. The US economy, long lauded for its outperformance, is showing ...
Reuters
Rupee little changed, forward premiums tick up as US bond yields dip
The Indian rupee was nearly flat on Tuesday, wedged between a broadly weaker greenback and dollar bids from foreign banks and local oil companies, while dollar-rupee forward premiums rose on the back ...
The Financial Times
Portfolio trading — now also A Thing in European bonds
It has become particularly prevalent in investment grade, euro-denominated corporate bond market, where portfolio trading now accounts for 11 per cent of all trading volume. In sterling bonds and euro ...
Nikkei Asia
China bond yields rebound as PBOC intensifies yuan stabilization
BEIJING -- Chinese government bond yields have rebounded from historic lows in recent weeks, as the country's central bank has stepped up efforts to stabilize the yuan amid heightened trade tensions ...
Global Macro Playbook
US Corporate Bonds Outperform Treasuries Amidst Policy Uncertainty
US corporate bonds are exhibiting lower volatility than US Treasuries, defying conventional wisdom and potentially signaling a shift in investor sentiment, Bloomberg reports. This unusual dynamic is driving high valuations for company debt.In a recent analysis, Barclays Plc found that, on a six-month rolling basis, investment-grade bond yields have
scmp.com
Panda vs samurai: China’s panda-bond market size tops Japan’s amid yuan internationalisation
Panda bonds help foreign firms in China raise capital by targeting domestic investors, and issuance is on the rise.
InvestmentNews
Traders pile into tariff-induced bond market bet
US Treasury Secretary Scott Bessent fueled the bullish wagers Tuesday — a day after Trump confirmed that tariffs on Canada and Mexico are set to go into effect next week — by saying during an event in ...
Economist
Meet Trump’s fiercest opponent: the bond market
Treasury yields are falling sharply. But not for the president’s desired reasons
Reuters
Indian rupee to take cues from regional peers, bond traders eye liquidity moves
Persistent foreign portfolio outflows may keep the Indian rupee on the defensive this week with the currency taking cues from regional peers, while government bonds will react to liquidity infusions ...
Global Macro Playbook
BOJ Ready to Step Up Bond Buying Amidst Yield Surge
Bank of Japan (BOJ) Governor Kazuo Ueda signaled Friday that the central bank stands ready to increase government bond purchases if long-term interest rates spike, Reuters reports. This comes after recent yield increases, reaching their highest levels in about 15 years.Ueda clarified that the BOJ's primary approach
Reuters
BOJ isn't fretting much about rising bond yields - for now
Investors in Japan's government bond market are getting a glimpse of life without heavy intervention by the Bank of Japan, which is showing little sign of reverting to a hands-on approach despite the ...
The Financial Times
Will the bond market rein in Donald Trump?
Tariffs, trade wars and plans for big tax cuts could all rattle investors in US Treasuries, but it’s a resilient market with few alternatives ...