treasuries

Latest news and analysis on treasuries

Investment Theme

Stablecoins: the digital aircraft carrier in the fiat wars

Stablecoins could become the U.S.’s most effective tool for projecting monetary power into every smartphone on earth. Dollarisation 2.0.
Ryan McMillin
Merkle Tree Capital
Macro

Keep the poise, ignore the noise

The global geopolitical and economic discourse has become confrontational. This creates uncertainty for investors. Sentiment is volatile.
Chris Iggo
BNP Paribas Asset Management
Asset Allocation

Chart of the Week - Bonds are cheap, stocks are not

US Asset Valuations — Stocks vs Bonds: Both stocks and bonds have seen a decent reset in valuations, but where they stand apart is that after a shocking 2022 (one...
Callum Thomas
Topdown Charts
Macro

Chart of the Week - Bond Yields Going Down!

Bond Yields vs the PMI: As alluded to in the section on treasuries in our latest report, one impact of a weakening growth outlook would be relief for bonds (our...
Callum Thomas
Topdown Charts
Equities

Understanding interest rates & equity valuations

Are equities currently expensive and is now a good time to invest? We have been asked this question often by investors who are searching for a return above cash,...
Hue Frame
Frame Funds Management

The world according to Gundlach

Marcus Tuck
Marcus Tuck
Mason Stevens

"How I’m trading USD ahead of a Fed hike": Kay Van-Petersen

Saxo Capital Markets Australia
Saxo Capital Markets Australia
Multi-asset trading platform

Despite rock bottom interest rates and record high bond prices, demand for US Treasuries has yet to subside

Jay Soloff
Jay Soloff
Argonath Financial

For the most part, the action in US equities has been based on rotation into safer sectors and income stocks

Jay Soloff
Jay Soloff
Argonath Financial

Russia has sold 20% of its US treasuries: 'Back in mid-March, there was a brief scare after the start of the Ukraine conflict, when Fed custody holdings...

Livewire News
Livewire News
Livewire
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