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The US Treasury has just pulled off what looks like a bond coup. By doubling the maximum size of its long-dated debt buybacks, Washington is trying to ease pressure on long-term yields and borrowing costs at a time when US national debt has surged past $40 trillion.
Markets reacted fast: long-term Treasury yields plunged, the US dollar sold off and equities found some relief. But has the Treasury solved the problem – or simply bought time?
What does this strategy means for the US yield curve, the dollar and Fed policy, and why growing refinancing needs could eventually push term...

Rising Middle East tensions are pushing oil prices and global bond yields higher, challenging equity valuations and raising an important question: how expensive are your tech stocks?

I compare equity earnings yields with government bond yields across the US and Asia to see where investors are actually being compensated for taking equity risk – and why geographical diversification increasingly makes sense in terms of present valuations.

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Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in...

Global markets kicked off the week on a softer note, with rising yields and renewed oil volatility weighing on investor sentiment. The US dollar initially extended losses as softer US jobs, inflation and retail sales data tempered expectations for Federal Reserve tightening. But the move reversed as US crude jumped above $85 per barrel, reviving inflation concerns and demand for the greenback.
In FX, USDJPY is pushing back toward the critical 160 level despite growing pressure on the Bank of Japan to address persistent yen weakness. Meanwhile, the outlook for EURUSD is becoming more constructive as the pair breaks out...

Middle East tensions are back in focus as the US-Iran ceasefire nears its end and Israel strikes Lebanon, yet oil prices remain surprisingly calm as Gulf producers find alternative ways to keep crude flowing. Bond markets look more nervous: Japanese, Australian and New Zealand yields are pushing higher, but equities start the week on a positive note.
Oil remains a crucial risk: another push higher could revive inflation fears, lift yields and challenge the rally. But as long as the latter is contained, the strong Q2 earnings, particularly from energy companies and banks, will likely continue to support risk appetite...