FOUND: 2 - What They Never Told You

Pimco touts diversification need as yields lure at 24-year high

According to Pimco, bond yields are at unprecedented peaks, offering lucrative income opportunities for investors. The firm recommends allocating funds across both developed and emerging markets to lessen risk exposure. Long bonds signal possible inflation persistence, fueled by rising energy costs. They also highlight fiscal challenges in nations such as…

The Economic Times · Oct 7

Why You Need to Pay Attention to the Bond Market (and These ETFs) Right Now

Investor allocations to bonds have plunged to near a 40-year low, right as the U.S. Treasury ramps up its reliance on short-term debt to finance soaring long-term yields.

Barchart · Oct 6

Wake Up and Protect Your Portfolio: S&P 500 Investors Face an Impending Double Whammy with Stocks and Bonds

The stock and bond markets are inextricably linked by the single most critical variable in capitalism: the price of money.

Barchart · Oct 6

Why junk bonds deliver equity-like returns but with far inferior volatility, explains Saurabh Mukherjea

High-yield bonds, often labelled “junk”, have historically delivered a large share of stock market returns with lower volatility. Saurabh Mukherjea explains how coupons, seniority in repayment and diversification can make them useful in portfolios.

The Economic Times · Oct 6

India bonds slip as traders wait for hawkish central bank action

Indian government bonds have seen a downward trend as market participants speculated on tighter monetary policies from the central bank. The yield on the 6.94% 2036 benchmark bond climbed to 7.2213%. Analysts forecast a 25 basis point boost in the RBI's key policy rate. Investors are attentively looking for additional…

The Economic Times · Oct 6

SP Group unit raises $460 million in rupee debt to repay loans

Eqyizen Investment, a subsidiary of the Shapoorji Pallonji Group, has successfully secured 44.5 billion rupees through the issuance of zero-coupon rupee bonds. These bonds will mature in July 2029, offering an attractive yield of 18.95%. The funds will assist in fulfilling a financial obligation linked to Porteast Investment, which faces…

The Economic Times · Oct 6

US Treasury yields for 10-year, 30-year hit 24-year highs, two-year Treasury yield down. What does this mean for US Fed Interest Rate, check experts predictions

US yields rose on Monday even as oil prices fell. Oil fell after crude exports from the Middle East increased and the Group of Seven nations pledged to boost supplies.

The Economic Times · Oct 6

The Bond Market Doesn't Trust the Treasury

To judge from rising 10-year interest rates, the bond market doesn't seem to expect Trump to bring inflation or spending under control.

Reason · Oct 5

Euro hits 17-month low as French debt fears, US inflation lift dollar

The euro reached a 17-month low against the dollar due to worries over France's budget deficit. Concerns about a potential euro-zone debt crisis have heightened market caution amid political uncertainty. Bonds from more indebted countries faced selling pressure, while German government debt remained favored. The dollar gained in strength partly…

The Economic Times · Oct 5

French bond contagion fears are rattling the euro

The value of the euro has declined significantly as French borrowing costs increase. Concerns are rising among European policymakers regarding potential contagion across the euro area. The French government's proposed budget aims to reduce its high debt while facing strong political opposition. Investors are shifting from French bonds to safer…

The Economic Times · Oct 5