Rate Hikes vs. No Rate Hikes: Who Can Halt the Rise in Long-Term Bond Yields?
How will US Treasury yields evolve following the conclusion of the September FOMC meeting?
Following Waller's hawkish remarks, market focus shifts to rate hikes; Morgan Stanley sees balance sheet reduction as more likely
Following the Jackson Hole meeting, market attention has focused on interest rate hike expectations. However, Morgan Stanley economist Carpenter highlights that Governor Waller’s long-standing advocacy for shrinking the $7 trillion balance sheet should not be overlooked. The Federal Reserve is expected to launch a balance sheet reduction program exceeding $1.5 trillion next year, partially substituting for interest rate hikes.
Is the window for bottom-fishing U.S. Treasuries opening? PIMCO: Rising long-term bond yields could present an opportunity to increase holdings
As long-term U.S. Treasury yields continue to rise, PIMCO, one of the world’s largest bond fund managers, sees an opportunity to increase its positions. According to a Bloomberg report on August 24, PIMCO believes that as long as the U.S. economy does not experience an unexpected downturn, the term premium on long-term U.S. Treasuries will remain elevated, and further yield increases will provide better entry points for long-term investors. The yield on the 30-year U.S. Treasury note has currently risen to near a 20-year high, and sustained pressure on the long end has further steepened the U.S. Treasury yield curve. PIMCO stated that higher yields not only imply greater interest income but also offer opportunities along the yield curve.
"Saving U.S. Treasuries" Relay: Bessent Stumbled Last Week, All Eyes on Warsh This Week
Bessent's expansion of long-term bond repurchases failed to effectively suppress U.S. Treasury yields, instead fueling a "currency debasement trade" in gold and Bitcoin. Market focus has shifted to Federal Reserve Chair Walsh's speech at Jackson Hole; if he fails to provide clear signals on the inflation trajectory, selling pressure on long-end Treasuries could intensify. The 5% yield on 30-year bonds is a critical threshold, making Walsh's remarks the most significant variable this week.
Countdown to Walsh’s Jackson Hole Debut: Fed Guidance Remains Vague, Long-Term U.S. Treasuries Face Further Sell-Off Risk
U.S. long-term bonds face the risk of heavier selling pressure due to a lack of clear guidance from the Fed.
U.S. Treasury seeks to inject funds to support U.S. debt; JPMorgan sharply criticizes the move as a short-sighted remedy with dire long-term consequences, while Goldman Sachs offers its "prescription"
JPMorgan and Goldman Sachs, two major Wall Street investment banks, have jointly warned that the U.S. Treasury’s strategy of “rolling short-term debt into long-term obligations” is akin to refinancing existing loans with new borrowing, which cannot resolve the $40 trillion debt burden. There is only one viable path forward.
BofA's Hartnett: Bessent is holding the "Maginot Line" of 5% on 30-year U.S. Treasury yields through "stealth QE"
Hartnett, Chief Investment Strategist at Bank of America, views the U.S. Treasury’s expansion of long-term Treasury buybacks as a form of "de facto QE." He warns that quantitative easing may only serve to cap yields rather than genuinely lower long-term bond yields: if the yield on 30-year U.S. Treasuries fails to fall below 5% in a timely manner, policy credibility will be further undermined, potentially triggering a decline in the U.S. dollar and a shift in capital toward shorting highly leveraged AI assets, private credit, and financial stocks.
Dr.Copper Prescribes Lower Bond Yields
The benchmark 10-year U.S. Treasury yield is facing renewed downward pressure from one of the oldest cross-asset signals – the copper-to-gold ratio.After dropping to 0.11 (multiplied by 100), the
U.S. Treasury, Fed Set up a Key September: $4B Bonds Buybacks, Rate Cut Shift
Vanguard Intermediate-Term Treasury ETF To Go Ex-Dividend On August 3rd, 2026 With 0.1945 USD Dividend Per Share
July 31st (Eastern Time) - $Vanguard Intermediate-Term Treasury ETF(VGIT.US)$ is trading ex-dividend on August 3rd, 2026.Shareholders of record on August 3rd, 2026 will receive 0.1945 USD dividend
Is It Time to Date Short-term Cash or Marry Long-term Bonds?
Vanguard Intermediate-Term Treasury ETF Declares Monthly Distribution of $0.1879
Vanguard Intermediate-Term Treasury ETF To Go Ex-Dividend On June 1st, 2026 With 0.1935 USD Dividend Per Share
May 29th (Eastern Time) - $Vanguard Intermediate-Term Treasury ETF(VGIT.US)$ is trading ex-dividend on June 1st, 2026.Shareholders of record on June 1st, 2026 will receive 0.1935 USD dividend per
Vanguard Intermediate-Term Treasury ETF Declares Monthly Distribution of $0.1935
Infographic: U.S. Debt Has Officially Outpaced the Economy
Global Bond Turmoil Takes Center Stage at G7 Finance Chief Gathering
What to Know About Kevin Warsh, the Newly Confirmed Fed Chair
Argentina? UAE? What's the Deal With Currency Swap Lines?
Vanguard Intermediate-Term Treasury ETF Declares Monthly Distribution of $0.1872
What Happens to the Economy When the Social Security Fund Runs Dry?