Long-time bond sceptics now see value in long Treasuries above 5% yield
Two veteran bond bears now recommend long US Treasuries as yields top 5%, despite record losses.
Two veteran bond bears now recommend long US Treasuries as yields top 5%, despite record losses.
Bitcoin remained near $86,000 after weak US payrolls data cut October Fed hike odds to 22.7%, but high Treasury yields keep macro headwinds in place.
HousingWire analyst Logan Mohtashami discusses surging mortgage rates, rising bond yields, and the competition between Bitcoin and real estate.
US stocks closed at records, with the S&P 500 and Nasdaq setting highs, while oil rebounded and the August trade deficit came in wider than expected.
Kansas City Fed President Schmid says labor market is solid but more work needed on inflation. He supported September's rate hike.
San Francisco Fed's Mary Daly says more rate hikes depend on whether AI, tariff and energy shocks persist. Markets showed little reaction.
Ethereum's Glamsterdam upgrade activated on Sepolia testnet; price tests key trendline. Fed expectations turn dovish; US-Iran developments in focus.
Gold is consolidating near lows as US-Iran talks and upcoming CPI risk cap upside. Technical levels to watch include 3,885 and 4,700.
US real estate stocks have hit a record low relative to the S&P 500, mortgage rates are elevated, and Peter Schiff says the industry is dead.
Analyst Benjamin Cowen expects the 10-year Treasury yield to peak before mid-November, potentially boosting Bitcoin and other risk assets.
10-year Treasury yields have risen above 5.30%, reaching their highest level since 2002, despite reduced bets on a Fed rate hike in October.
The New York Fed has been probing major banks' private credit exposure since spring, meeting JPMorgan, Wells Fargo, Barclays and Morgan Stanley afterβ¦
US stocks rose Monday, with the Nasdaq Composite and Nasdaq 100 leading, while the Dow posted a modest gain.
Nasdaq Composite and Nasdaq 100 closed at records as stocks rose despite higher Treasury yields and a stronger dollar.
Rickards warns stablecoins endanger bond markets, sees $10,000 gold by mid-2027.