Bonds 06 (Oct 23 - Dec 26)

[winston]

Global bond sales reach US$1 trillion at their fastest pace ever

Some fund managers are paring their purchases of corporate notes

More than 40 per cent of this year’s volume consists of bonds sold by governments.

Financial firms are closely behind at nearly 35 per cent of the overall supply, includin

Source: Bloomberg

https://www.businesstimes.com.sg/compan ... -pace-ever

[behappyalways]

China Tells Banks To Limit Exposure To US Treasuries, But To Some This Is "Hardly An Issue At All"
https://www.zerohedge.com/markets/china ... -issue-all

[behappyalways]

"Some analysts" are correct.
https://x.com/ChinaBeigeBook/status/2021287714838942079



Not really.
https://x.com/ChinaBeigeBook/status/2022335442146976114

[behappyalways]

Is China Really Dumping US Treasuries?
https://www.zerohedge.com/markets/china ... treasuries

[behappyalways]

UK Gilt Yields Explode Higher On Surprise BoE Rate-Hike Threat
https://www.zerohedge.com/markets/uk-gi ... ike-threat

[behappyalways]

Iran and U.S.-Israel continue to raise the stakes as Strait of Hormuz tensions build
https://www.cnbc.com/2026/03/23/iran-wa ... -week.html

[behappyalways]

It may be tempting to think that the rise in yields is the product of a US-centric dynamic (relating to OPEC recycling no/fewer petrodollars into Treasuries), but the next chart shows that yields are rising everywhere. This is global reset, not unlike 2022.
https://x.com/TimmerFidelity/status/2036835501228097661