Treasurys

Core CPI came in above forecasts and Treasury yields surged, while copper's record-high prices add to inflation concerns, the head of correspondent business development at AD Mortgage writes.

The Treasury anticipates keeping nominal note and bond sale sizes unchanged "for at least the next several quarters," the department said in a quarterly statement on debt policy Wednesday.

Treasurys posted solid gains Friday as oil futures dropped $15 a barrel, while the S&P 500 logged its 10th straight day of higher highs, according to the head of correspondent business development at AD Mortgage.

Oil prices and Treasury yields continued their close correlation Friday, with crude falling $12 and the 5-year yield hitting recovery lows after Iran declared the Strait of Hormuz open during the ceasefire.

The setback pared a weekly gain for US government bonds sparked by an April 8 ceasefire agreement, which caused oil prices to tumble from near multiyear highs.

A Iran ceasefire sparked a $20 oil drop and Treasury rally, narrowing the rate-cut window from 18 to 15 months, but key technical resistance levels and a potentially ugly Friday CPI report could still reshape the outlook, according to the head of correspondent business development at AD Mortgage.

Yields rebounded after the 30-year held near 5%, but the yield curve's flattening trend likely isn't over, according to the head of correspondent business development at AD Mortgage.

Some of Wall Street's biggest bond-fund managers say financial markets are underestimating the risk that the US war in Iran will cause a sharp slowdown in an already sputtering economy. 

Despite bullish jobs data, yields surged post-FOMC, with three possible wave theory outcomes ahead, according to the head of correspondent business development at AD Mortgage.

Treasury yields swung wildly after a soft jobs report as oil's surge added a new complication for the Fed, raising concerns about the rate path ahead, according to the head of correspondent business development at AD Mortgage.

War headlines failed to lift Treasuries; rates sold off, resistance held, and hedging beat rate bets, according to the Head of Correspondent Business Development at AD Mortgage.

Bond yields tested key resistance as markets largely shrugged at the data, according to the Head of Correspondent Business Development at AD Mortgage.

Treasuries rallied and broke key levels, but stubborn 5-year resistance still caps momentum and rate-cut expectations remain unchanged, the CEO of IF Securities writes.

The 5-year yield swung sharply after conflicting BLS jobs and CPI data, with softer inflation boosting rate-cut hopes, according to the CEO of IF Securities.

Treasury yields experienced a bullish open with the 5-year yield dropping over 15 basis points in five days, ahead of key jobs and inflation reports, as the dollar demonstrated strong adherence to technical levels, according to the CEO of IF Securities.

Warsh has voiced support for overhauling the relationship between the two institutions with a new version of an agreement struck in 1951.

Despite a weak ADP jobs print, Treasury yields went nowhere, reinforcing a growing bearish, defensive case for rates, according to the CEO of IF Securities.

Markets are sending mixed signals as the dollar slides, gold surges and Treasuries barely react, a disconnect that could spill into other assets, according to the CEO of IF Securities.

Treasury yields are stuck, but gold and the dollar are flashing unusual signals that could push rates after the FOMC, according to the CEO of IF Securities.

The $69 billion sale of two-year notes was awarded at 3.580%, more than a basis point below its yield at the bidding deadline.