Back in June, Republican senators were yelling at Janet Yellen about giving the US economy a “sugar high” via short-dated debt. Smart people at JPMorgan, Barclays and Apollo worry that the government’s reliance on T-bills to fund the deficit risked...
Unlock the US Election Countdown newsletter for freeThe stories that matter on money and politics in the race for the White HouseThe dollar and Treasury yields edged lower on Monday following Joe Biden’s decision to drop out of the US...
This article is an onsite version of our Unhedged newsletter. Premium subscribers can sign up here to get the newsletter delivered every weekday. Standard subscribers can upgrade to Premium here, or explore all FT newslettersGood morning, dearest gentle reader: a...
When the political world shakes, so does the bond market. After French President Emmanuel Macron called a surprise parliamentary election that might have placed the far-right in power, the gap, or spread, between the yield on French and German government...
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.The US will be forced to fund a massive increase in its budget deficit with short-term debt, analysts have said, with consequences...
Stay informed with free updatesSimply sign up to the US equities myFT Digest -- delivered directly to your inbox.Global stocks slipped on Wednesday as slowly rising bond yields weighed on risky assets ahead of key inflation data due out later...
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Melissa Davies is chief economist at Redburn Atlantic.Earlier this month the Federal Reserve decided to scale back its quantitative tightening programme. At...
Ray Dalio, the billionaire founder of hedge fund giant Bridgewater Associates, has warned that the US government’s rising debt levels could hit Treasury bonds, arguing that investors should move some of their money to foreign markets.In an interview with the...
Stay informed with free updatesSimply sign up to the Sovereign bonds myFT Digest -- delivered directly to your inbox.Good sellside research is like busses; you wait for ages for something interesting to turn up, and then a bunch rolls into...
Stay informed with free updatesSimply sign up to the Global Economy myFT Digest -- delivered directly to your inbox.Barclays’s annual Equity Gilt Study dropped on Tuesday. Equities and gilts barely get a mention. What Anshul Pradhan and his co-authors really...
