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Global market weekly recap: september 25 – 29, 2023

USD & surging bond yields stole the show this week, supported by hawkish central bank rhetoric, prompti...

September 29, 2023, 6:14 pm

Stocks, gold, treasury bonds could head higher even in a government shutdown

As September proved its reputation as one the worst trading months of the year, Wall Street faces a looming government shutdown, which will take effec...

September 29, 2023, 5:29 pm

Tlt could be a winner even without a soft landing

Long-term treasury yields have broken through a 40+ year downward channel as investor fear over rising inflation and interest rates have led to a capi...

September 29, 2023, 5:18 pm

Nzd/usd ascends as greenback retreats on risk-appetite, sliding us yields

The New Zealand Dollar (NZD) climbs against the US Dollar (USD), sponsored by an improvement in market sentiment and a Greenback that is falling as US...

September 29, 2023, 4:59 pm

Gold prices end the week, month, and quarter lower; the selloff isn't done

(Kitco News) - The rally in the U.S. dollar and higher U.S. bond yields have proven too much for the go...

September 29, 2023, 3:40 pm

An ‘iceberg' awaits with only 10% of the junk-bond market feeling the pinch of higher rates, says bofa global

U.S. companies binged on debt when rates were super low, so they wouldn't have to swallow the bitter pill of higher borrowing costs down the road....

September 29, 2023, 3:38 pm

Weekly focus – bond yields increasing

This week, we have seen a significant increase in bond yields in both the US and Europe. Markets are re...

September 29, 2023, 3:27 pm

Ares commercial real estate: loan losses expected to soar as property ltvs rise

Commercial property prices are declining rapidly, with office properties being the most affected segment. Commercial real estate transaction volumes a...

September 29, 2023, 3:00 pm

Sunset market commentary

Markets Today’s action adds to our believe that we’ve witnessed a short term exhaustion move on markets yesterday, making way for some short term ...

September 29, 2023, 2:05 pm

Ecb's villeroy: recent volatility in long bonds has been somewhat excessive

Data shows that headline and core inflation declining progressively across EuropeToday's data shows that the ECB's monetary policy is effectiveRecent ...

September 29, 2023, 2:04 pm

Us equities set for a strong open as bond yields fall

S&P 500 futures are up 29 points, or 0.7% ahead of the open. It's been a rough quarter for stocks but with Treasury yields down 4-7 bps across the cur...

September 29, 2023, 1:22 pm

Us august core pce +3.9% y/y vs +3.9% expected

Prior was +4.2% (revised to +4.3%)Core PCE +0.1% m/m vs +0.2% expectedPrior m/m +0.2%Headline inflation PCE +3.5% y/y vs +3.5% expected (Prior +3.4%)D...

September 29, 2023, 12:30 pm

How 10-year treasurys could produce 20% returns, according to ubs

Carnage in the bond market in September could tee up an opportunity for investors to earn big returns o...

September 29, 2023, 12:27 pm

Pyld: attractive new bond fund from pimco

PIMCO Multisector bond Active ETF is a new fixed-income ETF that aims to take advantage of higher rates...

September 29, 2023, 12:24 pm

Forexlive european fx news wrap: dollar struggles amid lower yields, equities rejoice

Headlines:Dollar slumps as yields retreat towards the end of the weekEquities keep the faith ahead of US tradingECB's Vasle: We're probably done with ...

September 29, 2023, 11:43 am

Bond market breathes much-needed sigh of relief

After just missing a 16-year high, US GDP data has shown yields to be marginally smaller than expected for September. The retreat in yields has allowe...

September 29, 2023, 11:37 am

Equities keep the faith ahead of us trading

European indices are seeing gains of ~1% and S&P 500 futures are up 0.5% currently. That is hinting at a rather optimistic end to the week, after the ...

September 29, 2023, 11:21 am

Navigating financial tremors: bonds, oil, and the looming government shutdown

As we delve into the complex landscape of today’s financial markets, we witness a triple-threat: soaring bon...

September 29, 2023, 9:57 am

Global government bonds experience largest 2023 sell-off

Some investors believe this is just the tip of the iceberg and predict government bonds will weaken eve...

September 29, 2023, 8:41 am

Us dollar, oil overbought: will they correct enough?

Fed Chair Powell said energy-driven inflation was one of the central bank’s bigger concerns, with oil prices having risen around 30% in just three m...

September 29, 2023, 8:29 am


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