Schroders Adds Long-Dated US Treasuries, Sees Yield Peak Near 5%
Markets

Schroders Adds Long-Dated US Treasuries, Sees Yield Peak Near 5%

The British asset manager says 10-year US yields of 4.8%–5% are a buying opportunity, while Equiti's research chief outl...

Yael Ben-David 👁 21 💬 0
Zhong Ou Fund Marks 20 Years With ‘Super Factory’ Model, Flags Debt-Deleveraging Timeline and Tech Reset
Companies

Zhong Ou Fund Marks 20 Years With ‘Super Factory’ Model, Flags Debt-Deleveraging Timeline and Tech Reset

The Shanghai-based manager unveiled a specialised, industrialised and digitalised investment framework, reporting nearly...

Declan Byrne 👁 32 💬 0
Why Fed Chair Warsh’s Silence Is Stirring Bond Market Uncertainty
Economy

Why Fed Chair Warsh’s Silence Is Stirring Bond Market Uncertainty

Kevin Warsh’s break from a decade of verbose Fed communication has markets bracing for more interest-rate volatility. Bu...

Niamh O'Sullivan 👁 63 💬 0
US Treasury Yields Hold Steady as Markets Brace for July Jobs Report
Markets

US Treasury Yields Hold Steady as Markets Brace for July Jobs Report

Yields on 2-, 10-, and 30-year Treasuries were little changed early Friday as traders awaited nonfarm payrolls data, exp...

Yael Ben-David 👁 35 💬 0
China's PBOC Keeps Policy Moderately Loose, Vows Fresh Incremental Tools in H2 2026
Economy

China's PBOC Keeps Policy Moderately Loose, Vows Fresh Incremental Tools in H2 2026

The People's Bank of China will hold its monetary stance 'moderately loose' for the rest of 2026, promising new incremen...

Niamh O'Sullivan 👁 55 💬 0
How Big Tech's AI-Fuelled Bond Splurge Is Exposing Investors to a Concentrated Risk
Markets

How Big Tech's AI-Fuelled Bond Splurge Is Exposing Investors to a Concentrated Risk

Amazon, Google, Meta and Microsoft now issue nearly 30% of US investment-grade bonds, and their share of the credit mark...

Yael Ben-David 👁 37 💬 0
German Public Debt Jumps to Record €2.66 Trillion as Defence Costs Bite
Economy

German Public Debt Jumps to Record €2.66 Trillion as Defence Costs Bite

Germany's public debt hit an all-time high of €2.66 trillion at end-2025, pushing per-capita borrowing to nearly €32,000...

Niamh O'Sullivan 👁 48 💬 0
104 Economists Bet on a Hold, But Traders See a 36% Chance the Fed Hikes This Week
Economy

104 Economists Bet on a Hold, But Traders See a 36% Chance the Fed Hikes This Week

As the Fed meets with rates at a 3-year pause, the consensus of 104 economists is for no change. Yet bond and futures ma...

Niamh O'Sullivan 👁 40 💬 0