Our Scans · (FS.5.01) Bond Market · Weekly Summary

• Saudi sukuk, Shariah-compliant debt instruments that function similarly to bonds, with a remaining maturity of up to 15 years, will be eligible for inclusion in the Government Bond Index-Emerging Markets, the most widely tracked benchmark of its kind, with $233 billion in assets tracking it.
• By transforming qualitative instability into structural, time-tested metrics, the International Country Risk Guide framework allows institutional investors to price political capital taxes, model sovereign bond yield divergence, and insulate global portfolios from systemic macro stress. PRS Group
• The longer-dated 30-year Treasury bond yield, which moves in line with broader geopolitical risks, gained nearly 3 basis points to 5.007%. CNBC
• US stock and bond markets will likely perform well, too, but lag in cyclical areas such as materials and industrials. Morningstar, Inc.
• The next ex-dividend date is expected in the coming months based on its quarterly payout cycle, and the dividend yield remains attractive relative to UK government bond yields. Kalkine
• The Return of the Bond Vigilantes: If fiscal discipline in the U.S. or Japan becomes too lax, long-term interest rates could surge, leading to a valuation adjustment in stock prices 23. note
• SpaceX is telling investors it has lined up investment-grade ratings from three major bond graders, which could help it cut funding costs as it continues to raise financing after its $75 billion IPO. financialpost
• While external dynamics such as U.S. PCE data, bond yields, and ETF flows will determine Bitcoin's direction in the short term, supply contraction, regulatory clarity, and the accumulation of large investors still provide a constructive foundation in the medium term. investing.com
• The longest bond maturity, set at 2066, is priced to yield 6.33%. ATB Financial
• The rebound in crude oil prices further weighed on global bond and stock markets due to heightened stagflation risks and fiscal concerns. Brown Brothers Harriman
• In a sign of things to come, since the start of the Iran war, the 10-year Treasury bond yield has risen even at a time when one would have expected it to decline on increased safe-haven demand. American Enterprise Institute - AEI
• The 50-basis-point rise in the 10-year Treasury bond yield to around 4.3% since the start of the year, at a time when US Treasury bonds should have been benefiting from safe-haven demand, should be a reminder of the risk of pursuing an irresponsible budget policy. American Enterprise Institute - AEI

Last updated: 28 July 2026