Karishma Vanjani
@karishma-vanjani.bsky.social
Reporting on the bond market and other good market stuff for Barron's
Needless to say, March and April data will be more important --but a tactical shift has already been in place.
April 17, 2025 at 1:22 PM
Needless to say, March and April data will be more important --but a tactical shift has already been in place.
There's a big fat silver lining here: Private foreign investors are not selling U.S. bonds. Rather their buying was so strong in February that it more than offset the selling by central banks. They also bought the T-bills.
April 17, 2025 at 1:18 PM
There's a big fat silver lining here: Private foreign investors are not selling U.S. bonds. Rather their buying was so strong in February that it more than offset the selling by central banks. They also bought the T-bills.
To be sure, we only have data until February --but the hefty and consistent buying of T-bills and selling of U.S. longer-term bonds has painted a clear and distinct picture.
April 17, 2025 at 1:03 PM
To be sure, we only have data until February --but the hefty and consistent buying of T-bills and selling of U.S. longer-term bonds has painted a clear and distinct picture.
Reposted by Karishma Vanjani
Our story on the bond market, by Karishma Vanjani. www.barrons.com/articles/tre...?
US Government Bond Yields Spike. Inside the Selloff That’s Spooking the Treasury Market.
The basis trade is a favorite of hedge funds. It’s complicated, big, and very risky.
www.barrons.com
April 8, 2025 at 8:55 PM
Our story on the bond market, by Karishma Vanjani. www.barrons.com/articles/tre...?