Trump administration official seeks to assuage growing investor concern over the country’s public finances
Investors’ concerns about US policymaking and Fed independence weigh on greenback and bonds
JPMorgan Chase chief calls on Trump administration to set country on better fiscal path
Encouraging banks to buy Treasuries has downsides
Ground zero for the global duration dump
Will the bond market reign in US federal spending?
Trump’s mercurial war on economic orthodoxy is making markets jittery
Worries about trade wars and a rising debt load have shaken faith in the Treasury market
Investor unease at the US’s fiscal position is growing
The return of the bond vigilantes . . . in Japan?
Stocks also slide after lacklustre $16bn auction for 20-year Treasuries
While an easing of capital rules is intended to boost banks, it could also bolster the huge bets of leveraged hedge funds
Investors say Treasury market is already at an ‘inflection point’ as fiscal worries rise
US borrowing costs climb after Moody’s credit rating downgrade
Yields on 30-year US Treasuries hit highest level since 2023 on debt concerns
Fall in recorded Chinese holdings highlights Beijing’s push to diversify reserves away from America
And greedflation revisited
Why April 2025 was no March 2020
Examining the CDS entrails
Finance minister Katsunobu Kato hints that country’s more than $1tn in Treasuries gives it leverage in negotiations
As investors become increasingly anxious about US government bonds, Chinese officials are looking for ways to reduce their exposure
Despite a broad rebound in US equities since tariffs rattled the world, long-term Treasury yields have not fully followed suit
Once more unto the breach, says Barclays
Plus agriculture and diversification
Recent turbulence was partly the result of trading strategies using derivatives. But the same investors are increasingly important buyers of US government debt
