Investors are focused on strong corporate earnings and A.I., while looking past the war in Iran. But rising interest rates are an increasing risk to the rally.
Category: Government Bonds
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Why Stocks Are Defying Gravity and What Could Bring Them Down
The New York Times – Business: -
The Bond Markets Are Pushing Up Rates. Will Central Banks Follow?
The New York Times – Business:Around the world, rising bond yields reflect shifting expectations on how fast policymakers will raise interest rates.
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Global Bond Rates Are Rising. What Should You Do Now?
The New York Times – Business:If you own bonds, they may be in a broad fund that hasn’t lost much money. And that fund may do much better in the next several years.
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Satsuki Katayama, the Woman at the Center of Japan’s Currency Fight
The New York Times – Business:Japan’s finance minister, Satsuki Katayama, is under pressure to strengthen the yen while balancing competing demands from the prime minister and Washington.
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Global Bond Sell-Off Puts Investors on Edge
The New York Times – Business:Government borrowing costs are hitting multi-decade highs around the world, reflecting anxiety about debt levels, deficits and inflation.
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Fed Chairman Seeks to Calm Concerns About Elevated Inflation
The New York Times – Business:In a high-profile speech, Kevin M. Warsh said that the Federal Reserve was chiefly responsible for taming inflation. If price increases did not return to the central bank’s target quickly, “we have work to do,” he said.
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Wall Street Loved Scott Bessent and Kevin Warsh. Not Anymore.
The New York Times – On the Runway:We are approaching a credibility crisis with Scott Bessent and Kevin Warsh leading our economy.
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‘Honeymoon’s Over’: Warsh Under Pressure as Fed Weighs Raising Rates
The New York Times – Business:Kevin M. Warsh is scheduled to deliver his first address at the Federal Reserve’s annual conference in Jackson, Wyo., with U.S. government bond markets on edge and inflation risks resurfacing.
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Bessent Faces Credibility Test in Quest to Tame Markets
The New York Times – Business:The Treasury secretary is confronting the limits of his ability to reshape the economy ahead of midterm elections.
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What’s Behind the U.S. Treasury’s Latest Attempt to Lower Interest Rates
The New York Times – Business:The Treasury Department said it could begin to buy back more of its debt, and bond market investors are assessing the potential effects on borrowing costs.
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The Economy Got Used to Low Borrowing Costs. Their Exit Could Pose Risks.
The New York Times – Business:After roughly two decades of ultralow interest rates, a period of rapid readjustment is ahead for the United States, the world’s largest economy and most important financial system.