The Day the Market Stops Believing
There are warnings that belong to the realm of theory, and others that carry the quiet weight of experience. When Henry Paulson speaks about a...
Tag: Treasury
Japan Pulls the Thread, the Bond World Unravels
A sudden surge in volatility on the Japanese government bond market is no longer a local curiosity. It is fast becoming a global stress test....
When the Safe Haven Starts Leaking, Treasuries Discover Geopolitics Has a Price
US Treasuries retreated as investors reassessed what had long been treated as an unquestioned refuge. The trigger was not data, nor central bank guidance, but...
Global Yields Reach 15-Year Highs
Global government bond yields continued to rise this summer, with 30-year U.S. bonds reaching their highest level since 2011 and other benchmark indices returning to...