Ruth Carson

Treasuries rallied across the curve as cash trading resumed after a holiday break, with investors growing more optimistic about a potential US-Iran deal.

When Venezuela defaulted on its bonds and trading all but seized up, most investors ran. Tina Vandersteel bought more.

Una brecha clave de rendimientos de los bonos del Tesoro de EE.UU. cayó a su nivel más estrecho en un año, una señal de que el mercado apuesta a que la Reserva Federal mantendrá las tasas de interés elevadas durante más tiempo bajo el liderazgo de su nuevo presidente, Kevin Warsh.

Lower oil prices and expectations of reduced pressure on interest rates lifted bond markets, though fresh strikes near the Strait of Hormuz underscored the fragility of the ceasefire.

Investors are increasingly expecting that the Fed will need to tighten monetary policy after the Iran war spurred the biggest inflation surge since 2023, prompting a number of officials to abandon their easing bias. President Donald Trump — who has repeatedly pressured the Fed to cut rates — said on Friday he wanted Warsh to lead the central bank independently.

Cuando Venezuela entró en default y el mercado de sus bonos prácticamente se paralizó, la mayoría de los inversionistas huyó. Pero Tina Vandersteel compró más.

Quando a Venezuela entrou em default e as negociações praticamente pararam, a maioria dos investidores abandonou o mercado. Tina Vandersteel comprou mais.

(Bloomberg) -- Treasuries rose as investors reacted to oil price declines after US President Donald Trump said peace negotiations with Iran were proceeding, even as tensions in the Middle East remain high.

Treasuries rose across the curve after a holiday, as optimism over a potential US-Iran deal pushed oil prices lower and eased inflation concerns.

A boom in artificial intelligence-related borrowing may become a bigger influence on bond markets over time, but the idea that it’s behind a recent rise in long-dated Treasury yields appears overstated, according to Pacific Investment Management Co.