Bonds

Markets · 3 weeks ago CoreWeave Stock Plummets 15% Following Jim Cramer's Endorsement CoreWeave's stock dropped nearly 15% after Jim Cramer endorsed it as a trusted AI infrastructure provider, coinciding with rising bond yields that raised concerns about the company's debt sustainability.

Macro · 2 months ago Norway's $2.3 Trillion Fund Proposes $106 Billion Cut to Government Bonds Norway's Government Pension Fund Global has proposed a significant reduction in its global government bond holdings, primarily impacting US Treasuries, to enhance returns through non-government fixed income investments.

Macro · 2 months ago US Treasury's Bond Buyback Plan Faces Criticism Amid Rising Yields The US Treasury has announced a significant expansion of its bond buyback program, aiming to alleviate pressure from rising long-term yields, which have reached 20-year highs. Critics, including billionaire investor Stanley Druckenmiller, argue that

Macro · 2 months ago Stanley Druckenmiller Critiques Scott Bessent's Bond Buyback Strategy Stanley Druckenmiller has publicly criticized Treasury Secretary Scott Bessent's plan to expand bond buybacks, arguing it undermines market fundamentals and fiscal accountability.

Macro · 2 months ago US Treasury Yields Surge Amidst Rising Deficit Concerns and Market Skepticism Long-term US Treasury yields have reached levels not seen since 2006, raising concerns about the implications for borrowing costs and fiscal management as the deficit looms large.

Companies · 2 months ago Alphabet Secures $25 Billion in Notes Offering to Fund AI Infrastructure Alphabet has successfully raised $25 billion through a ten-part notes offering, aimed at bolstering its AI infrastructure amid increased capital expenditure guidance.