Europeโs Stocks Are Straining Under Pressure From Bond Yields
A historic surge in global bond yields is becoming a bigger problem for European stocks as investors confront the possibility of stubborn inflation and mounting government debt.
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A historic surge in global bond yields is becoming a bigger problem for European stocks as investors confront the possibility of stubborn inflation and mounting government debt.
Torsten Slok, chief economist at Apollo, joins Scarlet Fu an Tom Keene on "Bloomberg Money." He says the yields you can get now in fixed income are "juicy." (Source: Bloomberg)
Whatโs behind climbing bond yields all over the world? Guy Johnson explains. (Source: Bloomberg)
Growth is hurting bond prices but helping stocks.
Higher bond yields are justified by stronger nominal economic growth and rising inflation, making them a strong investment choice, says Jim Bianco, president and macro strategist at Bianco Research. Bianco tells Bloomberg Televisions that he has invested in bonds for the first time in six years and suggested the US 10-year treasury note could rise toward 5.50% to 5.75%, but said yields around 5.25% was already attractive enough. (Source: Bloomberg)
Mads Pedersen, CIO of Human Edge Investment Technology, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to look ahead to the PCE data. (Source: Bloomberg)
"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Parametric SMA Fixed Income Portfolio Manager Nisha Patel, Citi Head of Global Rates Deirdre Dun, Goldman Sachs Head of Multi Sector FI Investing Lindsay Sachs, Oaktree Capital Management Deputy CIO Strategic Credit Platform Milwood Hobbs. (Source: Bloomberg)
A hot economy and $100 oil are fanning fears about inflation.
The escalating bond selloff is driving US Treasury yields toward levels that threaten to deal a significant blow to the stock market, according to the latest Markets Pulse survey.
Japanโs government bonds slumped on Friday, tracking a selloff in the US bond market after escalating Middle East tensions drove up oil prices.
John Authers and Stacey Vanek Smith on pythons and pigs, Schumpeter and why surging bonds yields may not be a crisis.