29th September 2023

  • Rowe Shorts Treasuries as Soaring Yields Upend Wall Street

Ten-year yield, Fed terminal rate typically get close: Solomon

Fund has beaten 91% of its peer group over past five years

https://blinks.bloomberg.com/news/stories/S1PGG7DWX2PS

  • Long-Bond Yield’s Biggest Jump Since 2009 Has Ackman Eying 5%

30-Year Treasury yield is up about 84 basis points since June

Investors are in ‘fear stage,’ Brandywine’s McIntyre says

https://blinks.bloomberg.com/news/stories/S1Q2FNDWLU68

  • Fed’s Barkin Says Too Early to Know If More Rate Hikes Needed

Potential government shutdown creates more uncertainty

He sees fourth-quarter growth as being solid but not robust

https://blinks.bloomberg.com/news/stories/S1POO0DWRGG1

  • HSBC’S Major Sees Echoes of Emerging Markets in US Bond Selloff

Demand not keeping up with bond supply as in past, HSBC says

Supply jump fueling higher yields is pattern seen in some Ems

https://blinks.bloomberg.com/news/stories/S1P5NIDWX2PS

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