US 20-Year Bond Sale to Test Demand as Yield Curve SteepensThe sale of 20-year government bonds this week will test investor appetite for long-term debt following a few record-breaking auctions.
Stock-Market Calm Masks Fast Shifting Investor SentimentWhile the recent equity-market turbulence is subsiding, options positioning shows how quickly investor sentiment can switch between the extremes of fear and greed.
At AI-Fueled Market Party, Wall Street Eyes the Rates Punch BowlEnthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.
Bonds Face a Bigger Threat Than the Fed as Global Rates ClimbAs investors debate whether and when the Federal Reserve will raise interest rates, market expectations for further tightening are building around the world — and spelling trouble for bonds.
Malaysia’s DAP Hands Anwar Reprieve With Vote to Stay in CabinetMalaysia’s Democratic Action Party voted on Sunday to remain in Prime Minister Anwar Ibrahim’s cabinet, giving him a reprieve after a string of electoral setbacks and turmoil within his own party.
India Readies Big LPG Output Boost as Hormuz Uncertainty LingersIndia has directed its state companies and private refiners to prepare for a sharp increase in cooking gas production, seeking to bolster domestic supplies as the Iran war prolongs uncertainty over the Strait of Hormuz, the key waterway for about 90% of the country’s liquefied petroleum gas imports.
Traders Get Pickier After Big Run in $886 Billion EM Debt MarketPersistent inflation worries and currency swings are pushing emerging-market investors to adjust bets in an $886 billion asset class that’s been delivering outsize returns for more than a year.