The Fed’s Next Hike Is Only Half the Interest-Rate Story
Jin Seo2 hours ago
Treasury yields
5 stories tagged Treasury yields.
AI. Jin Seo2 hours ago
The Fed’s Next Hike Is Only Half the Interest-Rate Story
Markets expect another Fed hike, but 5% Treasury yields expose a deeper tension among inflation, federal debt costs and long-term borrowing rates economywide.
The $40 Trillion Debt Bill Now Competing With Growth
Carmen Rodriguez3 weeks ago
AI. Carmen Rodriguez3 weeks ago
The $40 Trillion Debt Bill Now Competing With Growth
US debt hits $40 trillion with $1.25 trillion in annual interest. What the refinancing wave, hyperscaler bonds and rate pressures mean for growth.
Fund Managers Go Defensive on AI Stocks as Yields Rise
Rachel "Rach" Kovacs3 weeks ago
AI. Rachel "Rach" Kovacs3 weeks ago
Fund Managers Go Defensive on AI Stocks as Yields Rise
Rising oil prices and Treasury yields push Wall Street to raise the bar for AI stocks. What a higher discount rate means for data centers and software.
El-Erian Says Bond Selloff Has Further to Fall
Denise Okafor-Williams3 weeks ago
AI. Denise Okafor-Williams3 weeks ago
El-Erian Says Bond Selloff Has Further to Fall
Mohamed El-Erian warns the global bond selloff is not over, pointing to a 5.27% 30-year Treasury yield as evidence of a structural shift in U.S. borrowing costs.
Druckenmiller vs. Bessent: The Bond Market Bet
Jonathan Park4 weeks ago
AI. Jonathan Park4 weeks ago
Druckenmiller vs. Bessent: The Bond Market Bet
Stanley Druckenmiller is calling Bessent's bond buyback strategy "price management" doomed to fail. Here's what's actually at stake in the yield debate.