government bonds
Discussion centred on rising government-bond yields, falling prices and the implications for US and global markets. Brent Johnson said higher US rates are damaging globally but may still be relatively favourable for the US, while expecting rates to remain high or rise further 6. Jeroen Blokland argued that debt sustainability is undermining bonds’ traditional portfolio-protection role 5, whereas Clem Chambers took a contrarian view and said panic about yields may prove misplaced, though he prefers short-term bonds for idle cash 4. Governments are also adjusting bond-market practices or relying on bonds for financing and bank profits in the Philippines and Argentina 12.
From the window to Oct 10, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
5 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 3 mentions
- Amena Bakr 1 mention
- The Kobeissi Letter 1 mention
See what your own voices say about government bonds, every morning.
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