* . *
  • About
  • Advertise
  • Privacy & Policy
  • Contact
Sunday, September 7, 2025
Earth-News
  • Home
  • Business
  • Entertainment
    Victor Garber on his viral “And Just Like That” toilet scene: ‘I was delighted to be doing something ridiculous’ (exclusive) – yahoo.com

    Victor Garber on his viral “And Just Like That” toilet scene: ‘I was delighted to be doing something ridiculous’ (exclusive) – yahoo.com

    Pendulum Announce Homecoming 2026 Australian Tour – yahoo.com

    Pendulum Announces Thrilling Homecoming Tour Across Australia in 2026

    ITV Studios Launches New Entertainment Label – Global Bulletin – IMDb

    ITV Studios Unveils Exciting New Entertainment Label

    TS Entertainment bringing Malibu Jack’s to former Owensboro mall – Lane Report

    TS Entertainment Launches Malibu Jack’s at Former Owensboro Mall Location

    Jenny Han Dropped a Major ‘The Summer I Turned Pretty’ Easter Egg Revealing [SPOILER] – yahoo.com

    Jenny Han Just Unveiled a Huge ‘The Summer I Turned Pretty’ Easter Egg That Changes Everything [SPOILER]

    Liam Payne’s Cousin Ross Harris Honors Late Singer With Emotional Song ‘Bones’ – yahoo.com

    Liam Payne’s Cousin Ross Harris Honors Late Singer with Emotional New Song ‘Bones

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    Health Technology Ecosystem – Centers for Medicare & Medicaid Services | CMS (.gov)

    Discover the Future of Health Technology: Innovations Revolutionizing Patient Care

    Coherent Joins LLNL’s STARFIRE Diode Technology Working Group to Advance Inertial Fusion Energy – GlobeNewswire

    Coherent Partners with LLNL’s STARFIRE Team to Drive Breakthroughs in Inertial Fusion Energy

    Gene Associated With Deadly Heart Disease in Golden Retrievers Identified – Technology Networks

    Breakthrough Discovery Uncovers Gene Behind Deadly Heart Disease in Golden Retrievers

    Monkey Island LNG Picks ConocoPhillips’ Liquefaction Technology – Hart Energy

    Monkey Island LNG Selects ConocoPhillips’ Advanced Liquefaction Technology for Next-Gen Energy Solutions

    Credo Technology Group Holding Ltd. (CRDO) Surpasses Q1 Earnings and Revenue Estimates – Yahoo Finance

    Credo Technology Group Surpasses Q1 Earnings and Revenue Expectations

    The Economist is hiring a science and technology correspondent – The Economist

    Exciting Opportunity: Become Our Next Science and Technology Correspondent!

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
  • Home
  • Business
  • Entertainment
    Victor Garber on his viral “And Just Like That” toilet scene: ‘I was delighted to be doing something ridiculous’ (exclusive) – yahoo.com

    Victor Garber on his viral “And Just Like That” toilet scene: ‘I was delighted to be doing something ridiculous’ (exclusive) – yahoo.com

    Pendulum Announce Homecoming 2026 Australian Tour – yahoo.com

    Pendulum Announces Thrilling Homecoming Tour Across Australia in 2026

    ITV Studios Launches New Entertainment Label – Global Bulletin – IMDb

    ITV Studios Unveils Exciting New Entertainment Label

    TS Entertainment bringing Malibu Jack’s to former Owensboro mall – Lane Report

    TS Entertainment Launches Malibu Jack’s at Former Owensboro Mall Location

    Jenny Han Dropped a Major ‘The Summer I Turned Pretty’ Easter Egg Revealing [SPOILER] – yahoo.com

    Jenny Han Just Unveiled a Huge ‘The Summer I Turned Pretty’ Easter Egg That Changes Everything [SPOILER]

    Liam Payne’s Cousin Ross Harris Honors Late Singer With Emotional Song ‘Bones’ – yahoo.com

    Liam Payne’s Cousin Ross Harris Honors Late Singer with Emotional New Song ‘Bones

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    Health Technology Ecosystem – Centers for Medicare & Medicaid Services | CMS (.gov)

    Discover the Future of Health Technology: Innovations Revolutionizing Patient Care

    Coherent Joins LLNL’s STARFIRE Diode Technology Working Group to Advance Inertial Fusion Energy – GlobeNewswire

    Coherent Partners with LLNL’s STARFIRE Team to Drive Breakthroughs in Inertial Fusion Energy

    Gene Associated With Deadly Heart Disease in Golden Retrievers Identified – Technology Networks

    Breakthrough Discovery Uncovers Gene Behind Deadly Heart Disease in Golden Retrievers

    Monkey Island LNG Picks ConocoPhillips’ Liquefaction Technology – Hart Energy

    Monkey Island LNG Selects ConocoPhillips’ Advanced Liquefaction Technology for Next-Gen Energy Solutions

    Credo Technology Group Holding Ltd. (CRDO) Surpasses Q1 Earnings and Revenue Estimates – Yahoo Finance

    Credo Technology Group Surpasses Q1 Earnings and Revenue Expectations

    The Economist is hiring a science and technology correspondent – The Economist

    Exciting Opportunity: Become Our Next Science and Technology Correspondent!

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
Earth-News
No Result
View All Result
Home Business

Analysis-Bond market re-focus on US elections throws wrench into 2024 rally hopes

July 7, 2024
in Business
Analysis-Bond market re-focus on US elections throws wrench into 2024 rally hopes
Share on FacebookShare on Twitter

By Davide Barbuscia

NEW YORK (Reuters) -A recalibration of how the U.S. presidential election plays out is causing bond investors to bet yields stay higher for longer as November approaches.

Yields have risen sharply after President Joe Biden’s stumbling performance against Republican rival Donald Trump in the first presidential debate last month, which increased speculation about a second Trump win when voters go to the polls on Nov. 5. The benchmark 10-year yield rose about six points to 4.34% following the debate.

Some investors are betting on higher inflation under Trump because of trade and economic policies such as higher tariffs on imports, and profligate government spending along with lower tax revenues, which would boost fiscal deficits and U.S. debt levels. Trump’s team has said his pro-growth policies would bring down interest rates and shrink deficits.

Republican National Committee spokesperson Anna Kelly said in a statement that the market reaction to Trump’s “debate victory reflected the anticipation of the strong-growth, low-inflation reality that President Trump will deliver once again.”

Some have said a reckoning on U.S. debt will eventually catch up with the country and market.

“The lens (is) really starting to turn to the fiscal and the debt dynamics,” said Mary-Therese Barton, fixed income chief investment officer at Pictet Asset Management. “(The) rate-cutting cycle is perhaps shallower than expected with a focus more on the longer end.”

Those concerns around widening fiscal deficits and the rising government debt burden threaten to limit any nascent rally in bonds, expected as the Federal Reserve gets closer to cutting rates after an aggressive hiking cycle to tame inflation.

“We feel the probability of (a) Trump election victory has risen,” John Velis, Americas macro strategist at BNY, wrote in a note. “Our faith in lower yields going forward has been eroded and we wouldn’t be surprised to see a continuation of the very recent moves higher in yields.”

Shorter-dated Treasuries, more directly linked to changes in monetary policy, could still rally in case of rate cuts, but even for bond bulls the outlook for longer-dated Treasuries has become cloudier. Longer dated debt tends to reflect expectations for economic growth, inflation and the fiscal outlook.

“The headwind that we’ve been seeing should start abating and we do think investors will start focusing more on the cutting cycle,” said Anders Persson, chief investment officer and head of global fixed income at Nuveen.

However, “that’s probably going to show up more on the front end of the curve like the two-year for instance,” he noted. “The 10-year will be a little bit trickier to call given the elections and if inflation is a little bit stickier.”

‘FRUSTRATION’

Investors had bet heavily early this year on a normalization of interest rates, but that has sharply changed with the Fed increasingly being seen as pushing rate cuts out further. Traders of futures contracts tied to the Fed’s policy rate are betting on about two rate cuts for the rest of 2024, one-third of the policy easing investors were hoping for in January.

Bonds rally when rates are lowered because existing securities yield more than new ones and become more valuable. But as monetary easing has proven elusive, what appeared to be a straightforward trade as the year began has become a test of patience for investors.

“I think there was some frustration with some people who took that big positioning,” especially on behalf of clients, said Kevin McCullough, portfolio consultant at Natixis Investment Managers. “That’s a real hard conversation to have.”

A measure of total returns for Treasuries since the beginning of the year remains in negative territory despite yields having declined from their annual peak in April.

Year-to-date total returns, which include bond payouts and price fluctuations, were minus 0.6% as of Friday, the ICE BofA US Treasury Index showed. Returns have been negative since early February.

Regardless of the election outcome, many investors are optimistic on bonds as yields have become more attractive in an environment of higher rates.

“We still have six months left to carry in fixed income … and obviously if yields move lower from here still, there’s potential for even more appreciation,” said Mike Cudzil, managing director and generalist portfolio manager at PIMCO, one of the world’s biggest bond investors.

© Reuters. FILE PHOTO: The Treasury Department is pictured in Washington, U.S., April 25, 2021. REUTERS/Al Drago//File Photo

On Friday, yields declined after closely-watched jobs data that appeared to show the U.S. labor market weakening.

“Whoever wins the election, regardless if Republican or Democrat, the loser is going to be the deficit,” said Cudzil. “I think what will matter more is the slowing of inflation, the slowing of growth.”

>>> Read full article>>>
Copyright for syndicated content belongs to the linked Source : Investing.com – https://www.investing.com/news/economy-news/analysisbond-market-refocus-on-us-elections-throws-wrench-into-2024-rally-hopes-3508838

Tags: Analysis-BondbusinessMarket
Previous Post

Media student worried about finding a secure job in journalism

Next Post

Indian government to present union budget in parliament on July 23

WA Department of Ecology decries federal report that downplays climate change – KREM

WA Department of Ecology decries federal report that downplays climate change – KREM

September 7, 2025
This Week in Science: Out-of-Sync Seasons, Anti-Aging Breakthroughs, And More! – yahoo.com

This Week in Science: Out-of-Sync Seasons, Anti-Aging Breakthroughs, And More! – yahoo.com

September 7, 2025
Diagnostic dilemma: Woman’s severe knee pain reveals ‘golden threads’ in her joints – Live Science

Mystery Solved: Woman’s Severe Knee Pain Traced to Shimmering ‘Golden Threads’ in Her Joints

September 7, 2025
PHOTOS: All the celebrities at Aryna Sabalenka’s US Open final victory – Tennis.com

PHOTOS: All the celebrities at Aryna Sabalenka’s US Open final victory – Tennis.com

September 7, 2025
Health Technology Ecosystem – Centers for Medicare & Medicaid Services | CMS (.gov)

Discover the Future of Health Technology: Innovations Revolutionizing Patient Care

September 7, 2025
Vermont H.S. sports scores for Friday, Sept. 5: See how your favorite team fared – Burlington Free Press

Friday Night Showdowns: Vermont High School Sports Scores and Highlights from Sept. 5

September 7, 2025
Reformulation of general relativity brings it closer to Newtonian physics – Physics World

Reformulation of general relativity brings it closer to Newtonian physics – Physics World

September 7, 2025
Trump’s Economy Fails Arkansans as Unemployment Reaches Four-Year High – SWARK Today

Trump’s Economy Fails Arkansans as Unemployment Reaches Four-Year High – SWARK Today

September 7, 2025
Victor Garber on his viral “And Just Like That” toilet scene: ‘I was delighted to be doing something ridiculous’ (exclusive) – yahoo.com

Victor Garber on his viral “And Just Like That” toilet scene: ‘I was delighted to be doing something ridiculous’ (exclusive) – yahoo.com

September 7, 2025
Heroes on the Hill event addresses mental health for vets, first responders – CBS News

Heroes on the Hill: Tackling Mental Health Challenges for Vets and First Responders

September 7, 2025

Categories

Archives

September 2025
MTWTFSS
1234567
891011121314
15161718192021
22232425262728
2930 
« Aug    
Earth-News.info

The Earth News is an independent English-language daily published Website from all around the World News

Browse by Category

  • Business (20,132)
  • Ecology (811)
  • Economy (829)
  • Entertainment (21,706)
  • General (16,899)
  • Health (9,870)
  • Lifestyle (842)
  • News (22,149)
  • People (831)
  • Politics (835)
  • Science (16,039)
  • Sports (21,328)
  • Technology (15,809)
  • World (810)

Recent News

WA Department of Ecology decries federal report that downplays climate change – KREM

WA Department of Ecology decries federal report that downplays climate change – KREM

September 7, 2025
This Week in Science: Out-of-Sync Seasons, Anti-Aging Breakthroughs, And More! – yahoo.com

This Week in Science: Out-of-Sync Seasons, Anti-Aging Breakthroughs, And More! – yahoo.com

September 7, 2025
  • About
  • Advertise
  • Privacy & Policy
  • Contact

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

Go to mobile version