Analysis: Interest Rates

Bond Yields Are 'Quite Attractive Here': JPMorgan's Berro

Kelsey Berro, fixed income executive director at JPMorgan Asset Management, says investors don't need the Fed to be cutting rates aggressively to achieve a bullish return in bonds. ...

China 2024 fiscal revenue grows 1.3%, down from 6.4% year earlier

China's fiscal revenue in 2024 rose 1.3% year on year, narrowing from 6.4% expansion in 2023, finance ministry data showed on Friday, as a property market slump and slowing domestic demands weighed on...

Trump policies likely to raise bond market's inflation fears, top money managers say

Giant U.S. asset managers overseeing well over $20 trillion are anticipating continued price pressures because of President Donald Trump's immigration and trade policies, a scenario that will likely...

Trump switches to AI as tariffs lurk, Netflix soars

A look at the day ahead in U.S. and global markets from Mike Dolan Retaining a persistent, if uncertain, threat of new tariffs, U.S. President Donald Trump quickly switched his attention...

Trump says he is discussing 10% tariff on China on Feb. 1

U.S. President Donald Trump on Tuesday said his administration is discussing imposing a 10% tariff on goods imported from China on Feb. 1 because fentanyl is being sent from China to Mexico and...

US fiscal path unsustainable despite improved budget forecasts, says DoubleLine

The U.S. sovereign debt profile remains on an unsustainable path with deficits likely to widen more than what has been recently projected by the Congressional Budget Office, an analyst at investment...

Rates: Who wants American debt?

The event not to be missed last week was undoubtedly the publication of the US Consumer Price Index . While the CPI came in broadly in line with expectations, it also set the world alight, triggering...

Inauguration caution cools risk-on revival

A look at the day ahead in Asian markets.  Signs of life being breathed back into China's economy and a strong rally on Wall Street on Friday bode well for Asian markets on Monday,...

Waller and Bessent help peg back Treasury yields

A look at the day ahead in U.S. and global markets from Mike Dolan Salvos from a Federal Reserve governor and the incoming Treasury Secretary helped nail down this week's...

Morning bid: Cautious end to week as Trump inauguration looms

A look at the day ahead in European and global markets from Kevin Buckland The tone in the equities markets was decidedly feeble as the week came to an end, with Chinese markets getting...

US Trade Representative says China's shipbuilding sector hurts US, is actionable

The U.S. Trade Representative said its trade probe of China's dominance of the maritime, logistics and shipbuilding sector is unreasonable and burdens or restricts U.S. commerce.USTR said on Thursday...

Inflation relief and bumper bank earnings

A look at the day ahead in U.S. and global markets from Mike Dolan Wall Street's best day of the year so far was rooted in inflation relief and a boom in bank stocks reporting bumper...

Trump Treasury pick Bessent faces Senate grilling on taxes, trade, deficits

President-elect Donald Trump's pick for Treasury secretary, hedge fund manager Scott Bessent, vowed to maintain the dollar's status as the world's reserve currency as he prepared to face questions...

Yellen says Trump's plan for new revenue agency won't save money for taxpayers

U.S. Treasury Secretary Janet Yellen said on Wednesday U.S. President-elect Donald Trump's plan to set up a new government agency to collect tariffs would duplicate an existing agency and was unlikely...

Morning bid: Inflation duo takes centre stage

A look at the day ahead in European and global markets from Stella Qiu Bond investors may have drawn some comfort from the benign miss in U.S. producer price data but a duo of CPI...

Rates: A lesson to ponder

Over the past few days, the yield on British 10-year bonds, commonly known as Gilt, has risen to touch the symbolic 5% threshold. Fears about the ability to meet debt repayments against a backdrop of...

China has ample fiscal space to bolster growth this year

China has ample fiscal policy space and tools to support economic growth this year and it will step up spending to spur investment, Vice Finance Minister Liao Min said on Friday. More...

Strong economy, safe asset demand boosted US dominance in capital flows, White House says

The strength of the U.S. economic recovery post-COVID and a quest for safe-haven investments helped boost U.S. dominance of global financial flows, while manufacturing incentives led to a surge in...

El-Erian: Bond Vigilantes Are Back, But US Is Not Vulnerable

Mohamed El-Erian, Queens' College Cambridge president and Bloomberg Opinion columnist, explains why he sees the US as safe from bond vigilantes in relative terms and how the bond selloff gives the...