$2.5 Trillion Gone: When Bonds Stop Playing Safe
There are moments when markets break character. This is one of them. In March, more than $2.5 trillion evaporated from global bond markets. Not equities,...
Tag: bond market
The Illusion of Control: Bond Markets in the Age of War
There are moments when markets reveal more than they intend. Not through clarity, but through panic. Three weeks into the war with Iran, global bond...
The Fed’s 2026 Reckoning: When Data Meets Debt and Illusion
The long-simmering argument in the US Treasury market over what the Federal Reserve will dare to do in 2026 is about to turn openly confrontational,...
Trump’s War on the Fed: A Recipe for Higher Borrowing Costs
President Donald Trump’s unprecedented and ever-escalating assault on the Federal Reserve risks backfiring, saddling financial markets and the broader economy with higher long-term borrowing costs.For...
The Great Emerging Market Bond Rush
Yield-hungry investors are once again fuelling a borrowing bonanza across developing nations, prompting a record surge in hard currency bond issuance, all in a mad...
Bond Vigilantes Make Their Return – and This Time, They’re Staring Down Trump’s Trillion-Dollar Fantasy
On the world’s largest bond market, investors are quietly — and not so quietly — revolting against President Donald Trump’s grand tax-cut plan. In what...
The Trump reality: High Yields, Higher Risks
The great “Sell America” frenzy that gripped markets this month has left what might well be a lasting dent in investors’ appetite for long-term U.S....
Trump’s Trade War and the Dollar, a moment of history?
In a plot twist worthy of a financial soap opera, the US dollar—once the shining beacon of global stability—is starting to look suspiciously like another...
U.S. Treasuries: From Safe Haven to Market Hazard?
The great Treasury selloff is gaining steam—not in a good way. For the third day running, long U.S. government bonds have come under heavy fire,...