DoubleLine’s Gundlach says ‘reckoning is coming’ for U.S. debt
Gundlach said investors should consider increasing their non-dollar-based holdings, adding that his firm was starting to introduce foreign currencies into its funds.
Fixed income
Treasury yields rise before key inflation data, 10-year auction
Markets are currently wagering the US central bank will cut interest-rates once more with around a 70% chance of a second move this year.
U.S. Treasuries win some respite as key 30-year auction looms
A quieter day for economic data Monday is shifting attention to US and China trade talks in London, and events later this week, including consumer inflation on Wednesday.
Treasuries drop as strong jobs data curb bets on Fed rate cuts
Interest-rate swaps showed traders now see a roughly 70% chance of a quarter-point rate cut by September. Fewer than two rate cuts are fully priced in for the year.
As Treasury market is poised to grow, fragilities mount
The Treasury market experienced unexpected volatility in April after President Trump announced sweeping tariffs, but recovered after the moves were delayed. Some see that as proof of resilience in the market, but others say it highlights vulnerabilities.
Trump team signals it wants to keep control of Fannie, Freddie to boost budget
This might deeply disappoint Wall Street investors who've been counting on a windfall if Fannie and Freddie are set free.
Wireless PropCo raises $310.7 million on second ABS deal
The whole business securitization will issue notes through four classes of A, B and C notes, and uses a master trust structure, so it can issue additional classes.
Buyers’ strike rocks U.S. long bond as DoubleLine, Pimco stay away
Wary of America's swelling federal budget gap and debt burden, the money manager is part of a wave of investment firms steering away from the longest-dated U.S. government bonds.
U.S. long-term borrowing costs surge over deficit concerns
The US 10-year term premium — or the extra return investors demand to own longer-term debt instead of a series of shorter ones — has climbed to near 1%, a level last seen in 2014.
Waller: Fed not looking to buy bonds amid sell-off
Bond yields are shooting up for the second time in as many months. Federal Reserve Gov. Christopher Waller attributes the volatility to concerns about rising national debt levels.
Giant U.S. companies are rushing to Europe to borrow money
Early signs are emerging that Trump-induced dollar volatility, inflated Treasury yields and fears about the country's debt burden are fueling a gradual reweighting toward the Old Continent.
KKR says bonds’ role as portfolio ‘shock absorbers’ is eroding
The alternative-asset manager also sees the risk of a "structurally" weaker dollar as President Donald Trump seeks to reshape global trade. The dollar is about 15% overvalued.
Treasuries, dollar fall as Moody’s sharpens focus on U.S. debt
Moody's announced Friday evening it was downgrading the US to Aa1 from Aaa, reinforcing Wall Street's growing worries over the nation's fiscal outlook as Capitol Hill debates even more unfunded tax cuts.
Covenant Review: Q1 LMEs more than double last year’s
Tariff impact on distressed companies could fuel LME increase
By
John Hintze
Janus, Guardian’s $45 billion partnership to push fixed-income product innovation
Guardian's contribution includes up to $400 million of seed capital that Janus Henderson will invest in securitized credit and active fixed-income product innovation.
By
Amilda Dymi
Honda Auto Receivables raises at least $1.7 billion in ABS
The deal can be upsized to $2 billion, and the transaction will repay principal sequentially, growing non-declining enhancement as the notes amortize.
U.S. Treasuries gain as traders eye Inflation for clues on Fed
Focus is now on Tuesday's inflation data for any signs of a pickup in price pressures. The report will be the first to show tariff-related costs.
AGL Credit completes 10 CLOs at historically tight AAAs
Industry diversification and strong borrower financials bode well for CLO prospects in uncertain times.
Bond traders’ rate-cut optimism flattened by Powell tough talk
Powell said as policymakers look for more clarity on tariff policies, the risks of higher inflation and unemployment have increased due to President Donald Trump's sweeping levies.
Treasuries slide as Trump pushes investors toward riskier assets
The declines on Thursday pushed two- to 10-year yields higher by at least 10 basis points on the day after President Donald Trump urged people to buy stocks based on the latest trade developments.
Load More
Couldn’t load more articles. Try again.