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Treasury Yields

All articles tagged with #treasury yields

Prediction Markets Skeptical Bessent’s Moves Will Lower Treasuries’ Yields
markets1 day ago

Prediction Markets Skeptical Bessent’s Moves Will Lower Treasuries’ Yields

Prediction-market traders on Kalshi and Polymarket expect the 10-year Treasury yield to stay around current levels or rise in 2026 rather than fall significantly, despite Treasury Secretary Scott Bessent’s efforts. Kalshi traders assign a 56% chance the 10-year ends 2026 at or above 4.75%, with just a 27% chance above 5%; Polymarket traders put two-in-three odds on the yield crossing 4.8% at some point in 2026. With the yield near 4.7% mid-day and debt surpassing $40 trillion, along with buyback tweaks and potential use of the General Account, traders see any declines as likely temporary.

Bitcoin Sparks 23% Weekly Rally as Bond Moves Fuel a Debasement Thesis
markets2 days ago

Bitcoin Sparks 23% Weekly Rally as Bond Moves Fuel a Debasement Thesis

Bitcoin jumped about 23% in the week as stocks fell, gold rose and the dollar weakened, marking one of its strongest digital-gold weeks and fueling talk of a ‘debasement trade’ driven by government bond actions. Treasuries briefly pushed yields lower before clawing back much of the move, while BTC’s stock correlation collapsed and its link to gold strengthened, signaling a notable macro shift.

El-Erian warns 5.27% 30-year yield signals higher U.S. living costs ahead
economy3 days ago

El-Erian warns 5.27% 30-year yield signals higher U.S. living costs ahead

Economist Mohamed El-Erian argues that the 30-year U.S. Treasury yield around 5.27% signals a structural shift that will raise the cost of living in the U.S. With the national debt exceeding $40 trillion, net interest is projected to reach about $963 billion in fiscal 2026—nearly 20% of federal revenue—limiting funds for other priorities. The rise in real yields reflects heavier AI‑driven borrowing and thinner traditional demand, amid global factors that add bond-market volatility. Even Freddie Mac’s mortgage rate near 6.65% suggests housing and other major expenses will remain expensive for households.

Markets reel as yields climb and Walmart miss shocks Wall Street
business3 days ago

Markets reel as yields climb and Walmart miss shocks Wall Street

Stocks fell sharply as rising Treasury yields and Walmart’s disappointing results weighed on sentiment, with the Dow down about 700 points to roughly 52,760 and the S&P 500 and Nasdaq also retreating; Walmart slid about 9% after missing sales estimates, oil rose and yields kept pressure on equities, while Deere rose on a raised full-year forecast and Coty and Advance Auto Parts fell on weak outlooks.

Dalio warns debt trap ahead; gold and bitcoin as hedges take center stage
business4 days ago

Dalio warns debt trap ahead; gold and bitcoin as hedges take center stage

Ray Dalio says the Treasury’s debt-buyback move, along with widening deficits and higher long‑term yields, signals a potential U.S. debt crisis and urges investors to hedge with gold and a modest bitcoin position. He outlines a three‑part fix—cut spending, raise taxes, and lower interest rates—emphasizing gradual steps to avoid trauma, with the crisis timing possibly within one to five years.

Longer-dated Treasuries hold near-flat as buyback boost fades amid debt concerns
markets4 days ago

Longer-dated Treasuries hold near-flat as buyback boost fades amid debt concerns

Longer-dated U.S. Treasuries steadied Friday as jitters over the Treasury’s extended debt-repurchase program and high federal debt weighed on markets. The 30-year yield was around 5.246%, the 10-year about 4.694%, and the 2-year roughly 4.185%. Thursday’s move higher in yields followed Treasury Secretary Scott Bessent’s aggressive buyback intervention aimed at easing pressure at the long end, with investors weighing Fed credibility against supply pressures from the government and hyperscalers.

Markets wobble as Treasury buybacks aim to steady debt pressures
business4 days ago

Markets wobble as Treasury buybacks aim to steady debt pressures

Stock futures were flat as major indices headed for weekly declines (S&P 500 ~1.9%, Nasdaq ~2.5%, Dow ~1.8%), while long-dated Treasuries rallied as the government doubled its debt buyback program—a move seen by analysts as temporary relief for inflation funding concerns. Ross Stores topped expectations with Q2 results, and Asia-Pacific markets opened mixed amid ongoing macro headlines and geopolitical tensions.

Long-end Treasury buybacks push yields higher as debt swells
markets5 days ago

Long-end Treasury buybacks push yields higher as debt swells

Bond yields edged higher after the Treasury Department doubled the size of its long-end debt buyback program, lifting the 30-year yield to about 5.23% and the 10-year to about 4.67%, while the 2-year held around 4.17%. The move followed an earlier sharp slide and comes as yields have been rising since June; traders also digested July Fed minutes amid inflation remaining above the 2% target and the total U.S. debt surpassing $40 trillion.

Dollar at a crossroads as yields rise and policy ambiguity grows
business6 days ago

Dollar at a crossroads as yields rise and policy ambiguity grows

Despite a year-to-date gain, strategists warn the dollar faces headwinds from softer U.S. data, higher fiscal risk, and unclear Fed policy; the link between yields and dollar strength may weaken as investors question the underlying drivers, while the Fed’s FIMA facility and potential stock pullbacks could push flows toward Treasuries, keeping the dollar vulnerable or range-bound.

Long-Dated Treasuries Near 19-Year Peak, Analysts See More Upside
markets7 days ago

Long-Dated Treasuries Near 19-Year Peak, Analysts See More Upside

The yield on the 30-year U.S. Treasury rose to about 5.311%, its highest since June 2007, with strategists warning it could climb to the 5.60%–5.70% range as global demand shifts, foreign holders trim positions, and the Fed potentially tightens further amid persistent inflation and supply pressures. Factors include spillovers from Japan’s rates, ongoing heavy debt issuance, and energy-driven inflation risks that could keep long-dated bonds pressured even if U.S. data softens.

business7 days ago

Oil-driven tension keeps markets cautious as futures drift near flat

U.S. stock futures hovered near the flat line after a weak start as renewed U.S.-Iran tensions lifted oil and pushed long-dated yields higher, with the Dow and S&P 500 down about 0.5% and the Nasdaq off 0.3%. Brent crude around $91.3 and WTI near $85 reinforced inflation concerns. Investors await July import/export prices, housing data, and Home Depot earnings, while Asia markets were mixed. Analysts note limited but available firepower for further FX intervention. Separately, L3Harris ousted CEO Chris Kubasik amid governance concerns.

Oil surge and higher yields drag U.S. stocks as US-Iran tensions escalate
markets-and-exchanges8 days ago

Oil surge and higher yields drag U.S. stocks as US-Iran tensions escalate

U.S. stocks fell as Brent crude jumped toward $90 a barrel amid renewed US-Iran tensions, with the Dow, S&P 500, and Nasdaq all lower while Treasury yields climbed, sending the 30-year yield to about 5.31%—its highest since 2007. Investors also weighed geopolitical risk, comments from President Trump on the Strait of Hormuz, and awaited the Fed’s next move alongside a busy slate of retail earnings.

Long-Dated Bond Rout Lifts US 30-Year Yields Toward Crisis-Era Peaks
markets8 days ago

Long-Dated Bond Rout Lifts US 30-Year Yields Toward Crisis-Era Peaks

Bloomberg reports the yield on the US 30-year Treasury jumped to about 5.29%, the highest since 2007, as a broad bond selloff driven by mounting national debt, heavy long-dated supply, and inflation sticking well above the Fed’s target pushes long-term rates higher. Last week’s 30-year auction yielded 5.216% (the highest for such an auction since 2001) and a 10-year sale also faced elevated financing costs, even as data suggested some inflation cooling and softer payrolls/retail figures. The move deepens the yield curve’s steepening as investors demand more compensation for long-duration debt amid high issuance and debt concerns, with inflation still around 3.4% YoY and Fed-rate pressures likely to stay elevated.