May 20, 2024
Finance

Big Funds Bet the ‘Anything But Bonds’ Trade Is Poised to End

(Bloomberg) — Big US bond investors have been aggressively shifting money into long-dated notes, betting that the unloved asset class will be one of the winners from eventual interest rate cuts. Most Read from Bloomberg The largest 20 mutual fund managers in the US have increased duration over the past two months as yields climbed,

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Investors

Bracing for shallow Fed easing, bond investors take the middle of the curve road

By Gertrude Chavez-Dreyfuss NEW YORK (Reuters) – Bond investors are selectively adding longer-dated maturities to their portfolios on bets the Federal Reserve will delay cutting interest rates and reduce them at a slower pace than in previous easing cycles, starting with a decision to stand pat on rates at this week’s policy meeting. Some portfolio

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Finance

Bond Traders Surrender to Higher-for-Longer Reality From the Fed

(Bloomberg) — Bond investors who were once convinced that the Federal Reserve would start cutting interest rates this week are painfully surrendering to a higher-for-longer reality and a murky path forward for the market. Most Read from Bloomberg Treasury yields spiked in recent days and are on the cusp of setting new highs for the

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