Treasury bonds

Just two weeks after releasing its planned schedule for buybacks this quarter, the Treasury Department on Wednesday said it's "increasing, by at least double, the size of liquidity support buyback operations" for securities dated from the 10-year to the 30-year sector. 

While domestic factors have a role in each market, fears that persistent geopolitical turmoil will make economies more prone to supply shocks and inflationary pressures are driving up yields. 

As the AI borrowing spree keeps accelerating, blowing past Wall Street's forecasts, the spillover effect is, many investors and analysts agree, playing a growing role by taxing the market's ability to absorb so much debt.

Officials expect to maintain current sales amounts for nominal interest-bearing securities — coupons — and floating rate notes "for at least the next several quarters."

The US bond market faces a test of investor demand for longer-dated maturities, with auctions of 10- and 30-year Treasuries highlighting an otherwise light week for economic events.

AD Mortgage's head of correspondent business development writes that an Iran peace deal sparked bond rallies ahead of Wednesday's FOMC meeting.

Crude oil futures dropped sharply Sunday, triggering bullish Treasury gaps. The head of correspondent business development at AD Mortgage writes about what it means for yields.

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.

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 look oversold after a rough week, but technical patterns still point to a broader uptrend that could push the 5- and 10-year closer to 5%, 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.