Rates & Bonds

Rising inflation expectations and bets on higher-for-longer rates are pushing up the cost of short-term sovereign funding across Europe.

Omoyele Sowore's scathing assessment of the presidency highlights deepening political polarization as Nigeria approaches the next general election cycle.

Investors await the company's quarterly results tomorrow, while producers signal the next James Bond actor will be named this year.

S&P 500 and Dow Jones posted weekly gains after the Federal Reserve kept its benchmark rate unchanged, reinforcing a stable policy backdrop for markets.

The West African nation returns to the regional debt market with a dual-tranche issuance, continuing its steady financing cadence.

Takaichi's fiscal push could lift growth — and Japan's already-rising interest bill.

Regulator aims to boost investor confidence and deepen the corporate bond market through structural reforms.

Tenders reached 93.8 billion pesos, signaling steady demand for Manila's sovereign debt despite broader emerging-market volatility.

Eight Nigerian Exchange-listed firms set qualification dates for August dividends, extending a streak of corporate distributions that began with seven payers in July.

Traders pause positioning as the central bank prepares its rate decision and state governments ramp up borrowing, capping the recent yield decline.

The Latin American fintech giant taps the local debt market for funding, adding to issuance activity in Mexico's sovereign and corporate bond space.

The chipmaker's shareholder returns lead the market as investors increasingly prioritize yield amid broader equity volatility.

Rising US Treasury yields are offsetting gains in sovereign credit metrics, keeping the cost of dollar-denominated debt issuance elevated for Buenos Aires.

Tightening cash reserves limit domestic banks' ability to absorb state debt, compounding a broader financial distress driven by surging household insolvencies.

Global sovereign yields climbed as the yen strengthened, complicating the US Treasury's agenda amid shifting rate expectations.

The US Treasury secretary's personal trading history and public support for the yen add a new layer of complexity to Washington's relationship with Tokyo's covert intervention strategy.

Washington's direct FX support for the yen signals a shift toward broader economic leverage, raising stakes for Tokyo's monetary policy and trade negotiations.

Precious metals extend gains from earlier in the year as diplomatic optimism reduces geopolitical risk premiums.

Traders are repricing the Fed path sharply higher after the new chairman's hawkish tone following the latest pause, drawing comparisons to Greenspan-era volatility.

The directive targets off-budget liabilities that have strained public finances, signaling a tighter fiscal regime for federal agencies.

Antigua and Barbuda seeks removal from new US entry restrictions as advocacy groups warn of discriminatory impact on Caribbean travelers.

New Zealand's largest lender hikes fixed home loan rates, signaling that the recent RBNZ tightening cycle is now filtering through to retail borrowers.

Treasury Secretary Scott Bessent is exploring a mechanism for the Federal Reserve to backstop the Japanese yen, aiming to avoid dumping U.S. debt into a fragile bond market.

The Brazilian insurer’s board authorized the distribution for H1 2026, adding prescribed dividends from prior years to the total payout.

The finance minister's pivot signals a tighter fiscal stance for Buenos Aires, complicating funding options for a sovereign that previously relied heavily on international debt issuance.

Wall Street analysts highlight income-focused names poised for further gains, signaling a shift toward defensive positioning despite recent market highs.

The conglomerate's capital raise marks the largest follow-on preferred share issuance in the Philippines in seven years, signaling robust investor appetite for local equity.

Selling pressure on long-dated bonds pushed inflation expectations higher and weighed on the dollar, reflecting growing skepticism toward the central bank’s aggressive policy path.

Development and receivables funds lead the selloff as income investors flee reduced payouts at the start of August distribution season.

National Treasury is unfreezing R7 billion in equitable share allocations for 49 municipalities, signaling a shift from blanket withholding to targeted enforcement of financial oversight.

The Federal Government of Nigeria offers slightly lower returns on its latest retail debt issuance, following a record-high July auction. The move signals a marginal easing in short-term funding costs for the sovereign.

Michael Saylor’s firm continues its pivot from relentless accumulation to raising reserves via asset sales and equity issuance.

Widening policy divergence between the US and Japan is driving the yen toward multi-decade lows, with some forecasts pointing to 165 per dollar if the Federal Reserve tightens.

Analysts flag that persistent inflation risks and policy uncertainty may compel the central bank to tighten policy sooner than markets currently expect.

The Central Bank of Nigeria opens the month with a N700 billion Treasury bill auction, continuing its aggressive campaign to drain excess liquidity from the banking system after mopping up N7.2 trillion in July.

The latest NS&I draw highlights the lottery-style appeal of the savings product, with the winning bond purchased just six months ago.

Exclusion from a major global index threatens to trigger outflows from Indian government bonds, testing the Reserve Bank of India's ability to stabilize yields ahead of its upcoming monetary policy meeting.

Calls for tighter oversight of the opaque private credit market intensify, raising the prospect of new capital and disclosure rules for lenders.

Kevin Warsh Fed press conference and why economists are calling the new chairman's performance the most troubling in a decade.

A bond-market veteran contends that Federal Reserve Chair Kevin Warsh’s decision to hold rates steady delivered a sharper tightening shock than previous increases, challenging the market’s dovish reading of his first policy statement.

The move signals a structural shift in how the central bank approaches rate-setting, even as markets brace for Wednesday's decision.

The debut of five-year Chinese Treasury bond futures on the Hong Kong exchange provides a critical hedging tool for global investors, marking a structural step toward yuan internationalization.

Bond traders await the BoE verdict on Thursday, with the US 10-year yield holding steady as political headlines fail to drive a clear repricing signal.

The benchmark 6.94% 2036 bond yield is expected to climb to 6.90% on Monday, extending a sharp repricing after India was excluded from a major global index.

Short-end JGB yields spiked after recent forex intervention, signaling markets are pricing in a faster Bank of Japan policy normalization than previously expected.

The British Beauty Council urges Labour leader Andy Burnham to extend relief beyond pubs, widening the political pressure on commercial property tax policy.

Consulting firms report a surge in currency protection activity as market participants brace for potential peso weakness, even as political risk premiums ease.

The issuance by the Temasek Holdings subsidiary signals steady appetite for long-dated Singapore dollar credit as the sovereign benchmark curve remains stable.

The National Food Authority's second attempt to offload aging stocks highlights persistent demand challenges in the local grain market.

The South Asian currency holds near recent levels while local debt markets see selling pressure abate, signaling a tentative pause in volatility.

With global inflation risks persisting, consensus expects the central bank to maintain the benchmark repo rate, keeping borrowing costs steady for now.

Logan, Hammack, and Kashkari argue for tighter policy, challenging the consensus for a pause and keeping upward pressure on Treasury yields.

The directive targets fiscal discipline amid a backlog of stalled infrastructure initiatives, signaling tighter control over public expenditure.

High interest rates are stifling credit flow in Nigeria, prompting calls for state-backed development banks to be refilled to bridge the financing void.

Federal Reserve Chair Kevin Warsh's refusal to hike amid elevated inflation signals a cautious pivot, leaving traders to reassess the timing of the next policy move.

Treasury chief warns of further coordinated FX action to curb disorderly moves, while pushing for larger swap lines to stabilize global liquidity.

HKEX reports strong interest from international asset managers ahead of Monday's launch, marking a key step in opening China's fixed-income market to offshore capital.

Bullion retreated as the greenback snapped a five-day losing streak, with traders reassessing the Federal Reserve's rate path amid shifting currency flows.

Washington's direct entry into the FX market marks the first such move since 2011, signaling a shift in policy toward defending the greenback's trading partners.

The departure of the deputy secretary overseeing capital gains tax and negative gearing reforms marks a pivotal moment in Australia's fiscal policy shift.

The Caribbean nation's diplomatic push comes as Washington moves to permanently establish a visa bond requirement for travelers from 50 countries, predominantly in Africa.

T-bills auction: Government exceeds target by 79%, but one-year bill yield increases - MyJoyOnline.

Beijing signals readiness to deploy monetary tools as stimulus efforts aim to arrest economic slowdown and support currency stability.

BSP bills' rate edges up as bids drop.

Chief Executive John Lee and CSRC chairman Wu Qing met to align on financial integration, signaling a push to expand the city's fixed-income toolkit amid broader economic upgrades.

Residential values post steepest monthly drop in three-and-a-half years, driven by higher borrowing costs and new budget policies.

Semiconductor and financial stocks lead a new wave of bullish recommendations as investors seek growth and yield amid market volatility.

Investors in Manila brace for macro prints that will shape the central bank's policy path, with geopolitical risks adding to market uncertainty.

Capital flows into the financial sector signal growing confidence in a dovish pivot, with the central bank's next decision set to validate or reverse the trade.

Precious metals consolidate as traders await non-farm payrolls for clues on the Federal Reserve's interest rate path.

Economists forecast the Reserve Bank of India will keep the repo rate steady while signaling caution, as persistent price pressures limit room for easing.

Finance chief signals upgraded outlook as city debuts offshore renminbi bond futures, reinforcing its role as a hub for Chinese currency markets.

Investors face a pivotal week as the Reserve Bank of India's monetary stance converges with the start of the fiscal year's first-quarter reporting cycle.

Hospitality sector leaders argue partial relief for pubs fails to address broader cost pressures facing the UK tourism industry.

Public health officials in Fiji highlight a severe oral health crisis among young children, with nearly four in five five-year-olds affected by decay.

Digital-asset traders focus on policy trajectory rather than the status quo, with the central bank's pause reinforcing a wait-and-see stance ahead of the next data print.

Sellers are increasingly bypassing auctions in favor of private treaties or delaying listings, compounding a prolonged slump in clearance rates across Sydney and Melbourne.

Officials deny overspending claims after reports of 143 percent utilisation in the Office of the President and Cabinet vote.

NS&I confirms no expiry on unclaimed tax-free windfalls, a key detail for the 23 million savers holding the inflation-exposed product.

The Indian non-bank lender hikes yields on 3- to 5-year deposits effective August 1, signaling a push to secure funding amid competitive pressure in the retail savings market.