government debt

High government debt plus borrowing to fund data center buildouts are two main factors driving the dollar’s current strength.

We aren’t headed for the double-digit mortgage rates of the 1980s, but don’t expect the 3% rates of the pandemic, either.

“The bond market is often seen as the boring sibling to the stock market,” said Robin Wigglesworth. “I think that's completely wrong. It is the bedrock to the entire financial system.”

The sheer amount of borrowing by countries covering budget deficits and tech companies building AI infrastructure is pushing rates higher.

As the war continues and inflation rises, the cost of government borrowing is going up too.

Companies are issuing record amounts of corporate debt this year, even though the war pushed up yields. Analysts say that could continue, especially as tech companies finance AI projects.

The world's largest economies have become more reliant on their national debt — and that might threaten global growth. 

Treasury securities trends are often a strong indicator of how investors think the Fed will steer the economy. And by that measure, the markets are expecting falling interest rates and decent growth.

It has to do with what he considers a troubling trend in U.S. government debt.

A new study looking at how U.S. Treasurys were bought and sold during peak pandemic casts doubt on this dynamic.