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Bond markets shrug off Treasury efforts to curb borrowing costs
Surveys of purchasing managers recorded a pickup in activity in the eurozone, Japan and India during August, suggesting the global economy might avoid a further modest slowdown in the third quarter.
Treasury yields held close to flat after earlier retracing sharp falls that initially followed the Treasury's surprise bond market intervention.
Concerns over the Treasury Department's debt repurchase program continue to weigh on markets.
Crude prices were slightly lower early Friday but on course for a second consecutive weekly gain as the U.S. vows to mount the "toughest sanctions in history" against Iran. U.S. Treasury Secretary Scott Bessent told CNBC that meant a return to large-scale military combat was "unlikely," but markets are now "pricing in the failure of diplomacy," an analyst told CNBC.
Hunting LON: HTG reported first-half revenue of $497 million and EBITDA of $62.1 million, representing a 12% EBITDA margin, as growth in its Titan perforating and subsea businesses helped offset disruption to a major Kuwait Oil Company tender process.
As the AI buildout relies more heavily on credit and equity financing, access to capital is emerging as an another more acute pain point for the AI trade. Hyperscalers alongside specialized AI ventures are flooding credit markets with record amounts of new debt to pay for power-hungry data centers, chips, and energy grids.
Russian and Ukrainian strikes on infrastructure in the Black Sea region are continuing to pressure wheat prices, compounding global food security concerns. Analysts warn farmers may not be able to plant their usual levels of crops this winter as they face profitability and financing pressures, jeopardizing next year's supply.
South Korea's dominant chat app operator Kakao Corp said on Friday it plans to spin off its chat app-based platform business into a new company, tentatively named KakaoAI, while retaining investment operations in a firm renamed KakaoX.
U.S. Treasury buybacks may offer temporary relief but risk merely shifting the debt problem down the road, according to JPMorgan's James Sullivan. Surging government and corporate debt supply, alongside waning foreign demand, could keep upward pressure on yields.
REITs snapped a 3-month winning streak with a -0.49% average total return in July. Mid-cap (+2.12%) and large-cap REITs (+1.48%) continued to perform well, but small caps (-0.81%) and especially micro caps (-9.49%) struggled. 59.06% of REIT securities had a positive total return in July.
Pizza Hut is putting a football-inspired twist on its iconic brand as Yum! Brands moves ahead with the restaurant chain's multibillion-dollar sale.
Oil prices were little changed on Friday, but were on track for a second weekly rise as the stalemated U.S.-Iran war continues to disrupt supply from the key Middle East producing region.
Japanese investors bought over 5 trillion yen worth of overseas assets after intervention strengthened the yen. Intervention “turbo charged” carry trades without removing the underlying incentive of Japan's low borrowing costs, said Monex Group's Jesper Koll.
"Yields are about confidence," and a slew of headwinds hitting the economy will keep confidence low, says Erin Gibbs in discussing the creep higher in Treasury yields. She outlines the path she sees for fixed income markets as stocks struggle to tap new record highs.
