Treasuries Rebound From Rout With Global Bonds Still Reeling

BNN BloombergApr 10 19:54

The volatility in the bond market is easing as the issuance of investment-grade Bonds in the USA welcomes a 'thawing' phase.

On Tuesday, the high-rated CSI Enterprise bond Index market reopened after a brief lull. This was the first Trade since Trump announced the tariff policy, which led to a surge in credit risk premium and triggered the largest single-day decline since 2022.

Zhitong FinanceApr 8 21:16

Trump's imposing tariffs has disrupted the game board, and the central banks of Emerging Markets are caught in a dilemma between Exchange Rates and economic growth.

Emerging Markets are highly sensitive to the sharp divergence in interest rates with the USA, which often leads to a swift outflow of local capital, bringing about political instability and adverse effects on the entire economy.

Zhitong FinanceApr 7 19:54

The risk of economic recession is accumulating, and Pimco is Bullish on Global Bonds bringing stable returns.

As the chances of a recession in the USA rise, Pacific Investment Management Company (Pimco) emphasizes the appeal of Global Bonds as a "source of stable returns."

Zhitong FinanceApr 1 21:29

On Trump's "first day," Emerging Markets faced difficulties, setting several records.

The opening price of the MSCI Emerging Markets Index based on expected PE is 46% lower than the S&P 500 Index, marking the largest gap since Obama's first inauguration in 2009; the average yield of local currency bonds in Emerging Markets is also lower than the yield of USA Treasuries. Analysis indicates that due to USA policy actions, a strong dollar, and high USA interest rates, Emerging Markets stocks are underweighted by investors.

wallstreetcnJan 20 21:29

Massive Interest Burden Haunts $29 Trillion Emerging Debt Pile

BNN BloombergDec 15, 2024 21:30