America’s rising ‘moron premium’
Trump’s mercurial war on economic orthodoxy is making markets jittery
Read more...
Exclusive: Japan to consider trimming super-long bond issuance, sources say
Japan will consider trimming issuance of super-long bonds in the wake of recent sharp rises in yields for the notes, two sources told Reuters...
U.S. economy will be growing faster than 3% this time next year, predicts Treasury’s Bessent
A combination of pro-growth trade policies, tax cuts and deregulation will soon lead to a pickup in activity, according to the Trump administration, following...
Bonds are stressed. Will Republicans listen?
The U.S. bond market isn’t thrilled about the direction of U.S. fiscal policy, and the House-led reconciliation package isn’t helping. But Senate Republicans aren’t itching...
Long-Bond Revolt Pressures 60/40 Comeback in Chaotic 2025 Market
A slump in the US long bond is clouding the comeback of a classic investment strategy.
Read more...
