Bonds & Rates

Fed Sees Problem: Why Won’t It Act?  Palisadian-Post

As AI & chip stocks tanked, investors shifted from the “AI trade” to the “safe-haven trade” and bid up Treasuries.

Iran’s Pezeshkian says Supreme Leader has granted government some authority on dialogue  investingLive

They’ve invested huge amounts in AI infrastructure, but they’ve raised cash even faster.

Rate Hikes Could Be Coming: History Likes These 4 Stocks  24/7 Wall St.

This generation of inflation-protected long-term tax-advantaged buy-and-forget savings products is more appealing than those of the past 20 years.

JHI: Better Than An Index Fund, But Still Struggles To Deliver In Real Terms (NYSE:JHI)  Seeking Alpha

These are some sudden massive movements in even huge stocks.

Treasury Polled Its Dealers on Auction Sizes and Bigger Long-End Buybacks Ahead of Wednesday’s Refunding  TradingView

AI has changed the Internet, and WOLF STREET needs you more than ever. Thank you!!

Why Large-Cap Stocks Hold the Edge in a 5% Rate World  ETF Trends

Stocks Rise Pre-Bell as Traders Look Ahead to Midterm Elections, Fresh Labor Data  Yahoo Finance

European stocks edge down, oil drops as midterm caution prevails  Yahoo Finance

How the US Treasury makes its debt problem the Fed’s problem  State Street Global Advisors

Morning Bid: Apple’s healthier core  Yahoo Finance

Weekly Markets Monitor – Leveraged repricers  World Gold Council

U.S. Treasury, European Bond Yields Fall as Oil Prices Drop — Update  marketscreener.com

U.S. Treasury, European Bond Yields Fall as Oil Prices Drop — Update  Morningstar

Why strong US growth could not stop the bond rally and AI selloff  FXStreet

Treasury’s $628B Borrowing Forecast Faces a New Bond Market Test  Investing.com

Gold Rebounds Above $3,900 After October Slump as Weaker Dollar Supports Prices  Yahoo Finance UK

Argentina’s austerity-hit economy reels towards recession, testing Milei ahead of 2027 vote  Yahoo Finance

Gold: Rebounds from one-year Low as rate risks persist – ING  FXStreet

Here’s where Trump’s housing agenda stands before midterms  CNN

Above-Average Returns: Why The Next Decade Differs  Real Investment Advice

How America Can Counter Chinese Coercion  Foreign Affairs

Forex Today: US Dollar edges lower as mood improves ahead of midterm elections  FXStreet

How will Fed rate hikes impact markets?  UBS

Gold: Recovery toward 2027 despite near-term pressure – OCBC  FXStreet

Why the Gold and Silver Correction May Be a Historic Opportunity  Investing.com

If equities follow bonds, we’re in trouble  The Telegraph

AI boom comes with a debt bomb: Magnificent Seven borrowing surges 45% to $578 billion  Firstpost

Nasdaq Falls 2.9% on Fed Hike Fears | Global Economy, Nov 2  The Rio Times

Midterms, Jobs Data, and Apple Earnings Test Wall Street This Week: Will Stocks Hold?  Yahoo Finance

Dollar Index (DXY) Slips 3 Sessions as Yields Drop After Fed Hold  Vantage Markets

Gold’s Frustrating Paradox: Yields Down, Dollar Down, Price Down 3% in One Week  NAI500

Why is Gold falling alongside tech stocks? A closer look at liquidity and the bond market  FXStreet

Gold rebounds above $3,900 as dip buyers return after October rout  Yahoo Finance

Money Pours In as U.S. 10-Year Yield Holds Around 5%…KODEX U.S. Treasury ETF Tops 200 Billion Won in Net Assets  BigGo Finance

Treasury Sells $907B in a Week as Bill Rates Sit Above Fed Funds  REI Prime

Crude Oil, AI, and Bonds: Has the Market Trading Landscape Undergone a Complete Transformation in the Past Month?  富途牛牛

Gold rebounds to near $3,900 despite inflation worries  FXStreet

Yen Bulls Loaded Up into BOJ as Euro Shorts Hit 11-Year Extreme| COT report  StoneX

Fed Chair Kevin Warsh is actually managing U.S. debt costs not inflation, economist says, as interest rates threaten to top GDP growth soon  Yahoo Finance

Kevin Warsh is managing US debt costs not inflation as interest rates risk topping GDP growth soon  Fortune

Gold Had Its Worst October Since 2008: Will It Crash Further This Week?  Yahoo Finance

Wall Street Braces for Biggest Treasury Sales Overhaul in Years  Yahoo Finance

US Jobs Pickup May Keep Fed on Track to Hike Rates Again  Hacker News

Silver fell with yields, not against them  FXStreet

What Financial Experts Are Watching in the Market Heading Into 2027  Yahoo Finance

5-Year Treasury Yields: Unlocking the Secrets of the US Government Bond Market  CamCat Books

US Dollar Index Holds Near 102 Ahead of US Midterm Elections  Markets.com

Gold Price Forecast This Week: Can XAU/USD Recover After Crashing Below $3,900?  Markets.com

The market view of the oil, AI and bond trades went through a major change in October  CNBC

AOR: Weighing the Outlook for This 60/40 Allocation ETF  Tickeron

iShares 20+ Year Treasury Bond ETF (TLT) Stock Price, News, Quote & History  Yahoo Finance

US Fed’s rate pause gives room for policy maneuver  China Daily Global Edition

The S&P 500 Hits Another Record in Q3 Despite Macroeconomic Headwinds  Janney Montgomery Scott

What a veteran bond investor is watching as sharp interest rate moves roil markets  Yahoo Finance

Trump Blinks as Big, Bad Bond Market Bares its Teeth: McGeever  EnergyNow