Bond traders no longer price in any chance of Fed cut in 2026
Yields in Europe and the US climbed across maturities, with those on two-year US Treasuries — especially sensitive to expectations for Fed policy — higher by 11 basis points to 3.89%.
Investments
Traders rethink Fed rates outlook as growth worries build
As war in the Middle East sent oil prices soaring, stoking inflation fears, traders pushed back expectations for the Fed's next rate cut into next year.
Treasuries slide as oil’s rise fuels investor angst on inflation
Traders are now fully pricing in the next quarter-point rate reduction in mid-2027, and a growing chorus of Wall Street economists have also pushed their calls for the next cut further out the calendar.
Music royalty ABS hits a high note with investors
Steady cash flows are attracting new capital to music royalty investments, including securitization, as issuers pursue deals with a broader range of artists.
War cost sinks long-term government bonds on deficit worries
Investors will likely demand higher compensation for longer-dated bonds. Combined with the inflationary pressures from surging energy prices, it's a volatile cocktail for fixed-income investors.
Traders flip to betting against Treasuries as war drags on
This month's slump in Treasuries "is really a deleveraging dynamic," with traders liquidating long positions as they price in fewer Fed cuts and the risk of hotter inflation.
Stagflation trades sweep markets as Trump signals widening war
Treasury yields are up almost a quarter percentage point since the war in Iran started, while traders have pushed back bets on the timing of the Federal Reserve's next interest-rate cut and hikes.
Treasury yields reach weekly highs as inflation risk mounts
Meanwhile, the February US employment report to be released Friday is expected to show deceleration in job growth, potentially reviving the case for Fed rate cuts.
US Treasuries extend fall as traders slash Fed rate-cut bets
Traders priced in about 50% odds of more than one quarter-point rate cut by the Fed this year, after fully pricing in two cuts as recently as Friday.
Key things to know about the US-Israel conflict with Tehran
Treasury and European bond yields rose as traders scaled back wagers on interest-rate cuts in the US, UK and euro area.
Best month in a year for bonds sends 10-year yield below 4%
During a month when warning signs flashed alarms in other markets traders flocked to US government debt.
Treasuries rise before auction as US tech shares slump
Bonds were buoyed by a rally in the UK market, while Friday's month-end Treasury index rebalancing — incorporating sizable quarterly issuance — may trigger additional buying from passive investors.
Treasuries rise before auction as US technology shares slump
Technology shares in the S&P 500 Index fell as much as 2.9% led by Nvidia Corp. shares, which slumped 5.6% after reporting quarterly results after the close Wednesday.
Why banks see opportunity in advising art collectors
After a long price correction in the art market, Bank of America is expanding its advisory services for collectors — and it's not alone.
US can sell more T-bills to offset lost tariff revenue, BNY says
John Velis, Americas macro strategist at BNY, said the US can lean on T-bills to plug that "substantial" gap, helping to explain why the reaction in US Treasuries to Friday's ruling has so far been muted.
Bonds rally as Trump tariffs and stock selloff ignite haven bid
The rally, which drove the rate on the benchmark 10-year note down six basis points to 4.03%, gathered steam as stocks slid and worries mounted about potential US military strikes on Iran.
Tariff ruling fuels bond-market angst by hitting US deficit
The top court's verdict eliminates import taxes that have acted as a restraint on the government's $1.8 trillion budget deficit and the swelling national debt.
Treasuries head for worst run in a month on inflation fears
Minutes of the Federal Reserve's Jan. 27-28 policy meeting revealed several officials suggested the central bank may need to raise interest rates if price growth remains stubbornly high.
US Treasuries extend dip as data signals resilient economy
Yields rose across all tenors, pushing the rate on benchmark 10-year bonds to 4.08% and putting them on course for their first two-day increase since the start of the month.
US Treasuries slip as rally loses steam on steady labor data
Benchmark 10-year yields closed one basis point higher at 4.06%, while the policy-sensitive two-year yield climbed three basis points to 3.43%.
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