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

• [New] European capital will continue flowing into US dollar stablecoins, which typically invest in US Treasuries, and away from European government bonds. FX Markets
• [New] Much of the recent rise in longer-term Treasury yields reflects an elevated term premium - the extra compensation investors demand for the level of risk over the life of a bond. RWA Wealth Partners
• [New] Higher inflation expectations could push up yields on U.S. Treasury bonds and German bunds, increasing borrowing costs. World Economic Trends Report
• Global bond and currency markets have already started to price in a 'higher for longer' rate outlook, driven by the US administration's protectionist and expansionary fiscal policies, which are expected to lead to stickier inflation. QuotedData
• US Government Bonds Improved business activity could reduce demand for safe-haven government bonds, potentially leading to higher yields. FinancialJuice
• For bond markets, there could be a greater reliance on domestic demand to support US Treasuries. InCred Global Wealth
• Bond markets seem to have put more emphasis on the inflation risk, as yields for the Government of Canada five-year bond rose to the 2.9-per-cent level. The Globe and Mail
• With bond ETFs like ASX: IAF and the S&P 500 riding high, now could be one of the best times to start earning passive income from a portfolio of shares and ETFs. Rask Media
• Japan will consider trimming issuance of super-long bonds in response to the recent sharp rises in yields on its long-term bonds. Business Tech Africa
• Higher US bond yields could push the Reserve Bank to cut the cash rate, if long-dated yields keep climbing. Australian Broadcasting Corporation
• US Government Bonds Yields could rise as investors seek compensation for higher expected inflation, leading to selling pressure on bonds. FinancialJuice
• US Government Bonds Increased consumer spending might lead to higher yields on government bonds, as investors anticipate potential interest rate adjustments by the Federal Reserve to manage inflationary pressures. FinancialJuice
• Shifts in global portfolio flows could pose an additional challenge for euro area bond markets, as Japanese bond yields have significantly increased since the previous edition of the Financial Stability Review was published. European Central Bank
• The bond market's reaction suggests deeper concerns about U.S. debt and policy credibility, which could persist if deficits grow or trade tensions escalate. British Chamber Of Commerce Czech Republic
• Highly rated fixed income securities, such as U.S. Treasury or high-grade municipal bonds, can help diversify portfolios and reduce risk, all while generating consistent and predictable income streams for investors. Kiplinger
• Reflecting growing unease, the yield - in effect the interest rate - on 30-year US government bonds has risen above 5%, and is threatening to reach the highest level in 18 years. The Guardian
• Tariffs, trade tensions, and geopolitical moves by the Trump administration could bring significant volatility in equity and bond markets during the year. QuotedData
• The main risk is that worries about the growing deficit could rattle bond markets in a week where the US Treasury will auction 2 -, 5 - and 7-year notes. investing.com

Last updated: 24 June 2025