Brilliant investigation into Saudi Arabia's discovery that the optimal shape for a city is not a 170-kilometre straight line ig.ft.com/saudi-neom-l...

A series of bankruptcies, bad loans, and allegations of fraud this month have spooked many investors—count junk bond investors out of that tally, though.

What's behind their resiliency?

Read our piece on @barrons.com to get answers to market's lingering questions.
www.barrons.com/articles/jun...

Foreign investors aren't fleeing the U.S. #Treasury market but private investors--rather than foreign central banks and government institutions--are now the dominant force.

That's not a good thing. Read my story on @barrons.com
to know what it means for your money

www.barrons.com/articles/tre...

The U.S. government bond market has divorced itself from the rest of the world, perhaps influenced by Treasury Secretary Scott Bessent.

@barrons.com

www.barrons.com/articles/tre...

Lot of #Tbills are getting issued as the #Treasury works to refill its account, just like it did in 2023. This time, though, the financial system doesn't have a lot of 'extra cash.' We are nearly emptied out. Why does this matter?

Read my piece on @barrons.com

www.barrons.com/articles/t-b...

This is the best opening to August for investors in shorter-dated Treasuries.

The 2-year Treasury yield declined 0.2335 percentage today—the largest intraday fall on the first day of August ever, based on data going back to 2001. Read why it matters on @barrons.com

www.barrons.com/articles/sho...

Treasury is issuing a lot of #Tbills.

There's demand. Unlike #stocks, these are universally loved; they offer security and a lovely above 4% yield. But there's one hiccup: This deluge of #Tbills can trip a fuse in the funding market.

Read more on @barrons.com

www.barrons.com/articles/tre...

Trump wants lower rates. The logic is clear: U.S. debt problem is now more prevalent and a sustainable decline in rates will lower the governments' interest costs.

Fed/ Treasury can help, if the market isn't willing. Its very untraditional to 'repress' free market, but it may be happening anyway

BNP: Consumer sentiment alone often gives false signals about a recession: consumers can report a dour outlook but keep on spending. However, if weakness is joined by lower stocks and higher initial jobless claims, there is a higher likelihood that a downturn could happen or is already happening.

Over the past many months, a clear pattern has emerged: Foreign governments are gobbling up a virtually risk-free U.S. debt called T-bill but selling longer term debt that matures after many years.

Central banks own 44% of our nearly $9 trillion in foreign debt. They matter.

Read on @barrons.com

Bond market can be tough to understand. A theoretical concept called Treasury Term Premium can make matters worse.

But here's the long and short of it: The premium is telling the market that other risks in U.S. bonds are more dominant than inflation. Policy uncertainty, debt ceiling to name a few.

Lets put this in context: U.S. government #bonds are not doing well. Unlike stocks that recuperated some losses after Trump's tariff u-turn, bonds did not.

Why? China, among the biggest bond holders, may be selling our debt, existing tariffs is expected to lock U.S. inflation and more @barrons.com

Our story on the bond market, by Karishma Vanjani. www.barrons.com/articles/tre...?