Uncertainty is high — but maybe not disastrously so
10-year yield falls for first time since April 4 as investors scoop up Treasuries
And lessons from ‘73
Even US Treasuries take a hit as Donald Trump’s tariff blitz shakes confidence in American assets
10-year US government bond yield rose most this week since 2001
An end-of-week inbox raid
US central bank prepared to act with ‘various tools’, Susan Collins says
Parking money in America is no longer the routine, fuss-free, neutral option
A new Fed facility?
Mayhem threatens to erode the appeal of US investments — which could, perversely, help Trump get what he wants.
Swapsmageddon or a Basisclysm?
Plenty of game left to play, though
And a thank you from FT Alphaville
Investors say misfiring ‘basis trades’ are piling pressure on US government bond market
A guide to the hedge fund strategies fuelling the tariff turmoil
The double whammy of falling bond and equity prices could partly be hedge funds unwinding so-called ‘basis trades’
Bond bombshell
A fixed income freakout
Tariffs and positive correlation
Lower than expected purchases of three-year government debt add to investor angst
Bills and bonds and Treasury basis trades, oh my!
10-year Treasury yields jump most in almost three years
The concern now among bankers and hedge fund managers is that something, somewhere could break
US government debt has surged as Trump’s trade war sparks exodus from American stocks and the dollar
US president defends levies even as market behemoths, including Apple, sink most in years
