Us Bond Yield

A change in market expectations – from an inflation slowdown to an economic slowdown – is reflected in how long-term US treasury yields have fallen more than short-term yields. What does this mean for Indian investors?

US bond yields climb as strong economy fuels Fed rate risk; hit Indian rupee, share market

US bond yields near 5 percent as strong economic data fuels Fed rate concerns, pressuring global markets. India’s rupee fell to a record low past 86.5 per dollar, while the Nifty 50 fell 1.5 percent amid tighter financial conditions.

FOMC minutes show officials eager to slow interest rate cuts

The December move marked a full percentage point in reductions since September. The rapid pace produced a dissenting vote in September and another in December - each a rarity under Chair Jerome Powell.

Uday Kotak asks if India can weather the 'global shock' of a bigger FPI selloff?

The October FPI selloff had led to Nifty's worst monthly fall since the pandemic. Uday Kotak said his larger point was if the stock markets are resilient enough to face such a shock, and that the country must get competitive on global trade.

"Don’t remember such a dramatic repricing of rate cuts": Mohamed El Erian on US bond yields

After the disappointing US growth numbers for the first quarter, the leading economist said, low growth and high inflation is "problematic" for the economy and markets.

Rupee trades in green at 83.23 to a dollar in sync with gains in peer Asian currencies

Market sentiment has become fragile due to Israeli-Hamas clashes, leading to currency market risk aversion amid heightened geopolitical tensions and uncertainty.

A revised playbook for traders and investors -- both short and long term

The near term looks a bit clouded due to narrowing yield spreads, FII selling and relatively high valuations. Here’s how investors can deal with the inevitable short-term volatility

More tightening ahead as major buyers of US Treasuries turn sellers

Volatility due to falling market depth and eroding investor appetite make for a very potent challenge in the coming weeks and months

Gold prices steady near 3-week peak as US bond yields dip

Spot gold held its ground at $1,699.09 per ounce, as of 0341 GMT, having touched its highest since Sept. 14 at $1,702.39 earlier in the day.

What does the inverted yield curve in the US signify?

Yield curve inversion is usually a pointer to an impending recession, but there is a good chance that the US may manage a soft-landing this time

Surging real yields blow hole in ‘everything rally’

The yield on 10-year inflation-linked US government bonds has surged 0.24 percentage points since the end of December

Chart of the Day | The impact of a Fed taper on US real yields and the EM carry trade

If US real rates trend higher ahead of potential tapering, then EM FX could be affected, hurting inflows to emerging markets

Difficult to time entry & exit, but time to hedge is now: Siddarth Bhamre

It’s difficult to make accurate entry and exit in the market but hedging your portfolio at an appropriate time is quite manageable. Now is the time.

Martin Wolf writes: There is no stock market bubble

Given the interest rates, stock markets are not overvalued. The big questions are whether real interest rates will jump, and how soon

The baby boomer bond dilemma

Expected low returns for the next five to 10 years come at a crucial time for households near retirement and those who have recently crossed the retirement Rubicon

IT at attractive valuations, plan to top up holdings: Ashburton

Headwinds in the IT sector remains high but the valuations at which IT stocks are trading now looks attractive and Ashburton looks at the sector with a view of topping up its holdings, Jonathan Schiessl said.

US Fed move won't hit interest rates of Asian markets: Ecognosis

Refuting such predictions, Andrew Freris, CEO of Ecognosis Advisory opines that that small Asian markets are massively outperforming developed markets.

Pace of EM currency rout surprising, euro safe haven: ING

According to Chris Turner, the euro is a safe haven currency for now and as later in the year when portfolio flows pick up again, dollar will not be much strong across the board and the emerging market currencies will also be weak.

Mkt will continue to suffer; weak global cues add to worry

According to Udayan Mukherjee, the Indian market is touching its all time lows suggesting a poor performance. Also, weak global cues this morning are a cause of worry and will add to the suffering.

Global mkt selloff averted; boring phase for Nifty: Udayan

The key message from Fed Chairman is that tapering may start this year but it will be data dependent, says Udayan Mukherjee

Expect small rallies; Fed minutes to cheer EMs: Udayan

The SGX Nifty is up quite a bit and the global markets too are doing better. The US too was flat yesterday but the minutes of the Fed meeting could surely help emerging market equities says CNBC-TV18‘s, managing editor, Udayan Mukherjee.

Nifty unlikely to go beyond 5900; see US outperform: Udayan

India seems to be facing the possibility of sluggish inflows, and the possibility of crude going up.The global picture too seems to be quite mixed and murky which may come in the way of emerging market equity performance.