Meta's Options Market See Downside Hedging Amid Landmark Youth Safety Trial: Options Chatter
SpaceX Shares Slip, Aiding Short Sellers Amid Overbought Pressures: Short Seller Tracker
Micron's Short Volume Climbs as AI Momentum Tests Overbought Limits: Short Seller Tracker
America's Growing Debt Pile Will Be the Big Focus Wednesday as Global Bond Rout Deepens
Micron Tumbles From $1,000 as Short-Term Puts Pile Up | Smart Money Option
Update: Equities Fall, Oil Rises as Trump Says US Not in Talks With Iran
Update: Technology Pushes US Equity Indexes Lower as 30-Year Yield Touches 19-Year High, Crude Oil Rises
AI Stocks Tumble as Treasury Yields Surge: What Happens Next?
U.S. Investors Have Been Buying Stocks All Month and Are Sitting on Profits. Here's What Might Make Them Sell.
Stocks Fall Pre-Bell as Hopes for Near-Term US-Iran Peace Deal Fade
The Stock Market Party Has Yet to End. But Rising Bond Yields Might Be the Unwanted Guest. -- Barrons.com
US Morning News Call | Anthropic's Annual Revenue Run Rate Surpasses $65B
Interest Rates, Crude Prices Dent Wall Street Pre-Bell; Asia, Europe Off
AI Compute, Memory and Optics Are Converging on Advanced Packaging
Why It Pays to Stay Invested: No Amount of Bad News Could Stop the Stock Market's Strongest Run in More Than 25 Years
Is the plunge in U.S. Treasuries not yet over? Three major concerns loom: institutions warn that the sell-off in U.S. Treasuries could worsen further.
The yield on 30-year U.S. Treasury bonds surged to 5.311%, hitting a fresh high since 2007, as major holders such as the United Kingdom and Japan collectively reduced their positions in June. Despite weakening U.S. retail sales and employment data, strategists warn that the sell-off in long-end U.S. Treasuries is not yet over, with yields potentially climbing further to the 5.60%–5.70% range. This outlook is driven by a triple squeeze: global sovereign bond yield correlations, the risk of potential interest rate hikes by the Federal Reserve, and rising term premiums spurred by massive debt issuance volumes and lingering inflation concerns.
Global Long-Term Bond Yields Surge: Fiscal Deficits, AI-Driven Issuance, and Exit of Traditional Buyers Fuel a “Rate Reassessment”
The global long-term bond market is undergoing a rare systemic repricing, with yields in the United States, Europe, and Japan hitting multi-year highs. Soaring government deficits and massive debt issuance by AI giants have unleashed a "supply flood," which, combined with the exit of traditional buyers and inflation concerns, has thoroughly disrupted the supply-demand balance in the bond market. This global interest rate storm is sharply driving up borrowing costs and sending a stark message: absent an unexpected recession or external shock, the era of high long-term interest rates is unlikely to have peaked.
Anthropic's Revenue Surges as IPO Speculation Builds
Japan sells off U.S. Treasury bonds again in June; Tesla to launch Cybercab as early as this month | Global Markets
① Trump states he is not seeking to extend the memorandum of understanding with Iran; ② Anthropic’s annualized revenue reportedly surpasses $65 billion; ③ Ferrari’s first all-electric vehicle sells for a record $40 million at auction; ④ Nasdaq plans to launch “23-hour trading” in December.
Morning Equity Notes - August 18 ☆ 1
[Scheduled] [Domestic] ◇ Tender for temporary borrowing from the Special Account for Distribution of Local Allocation Tax and Transfer Tax Grants, to be conducted on the 25th (10:30 a.m., Ministry of Finance) ◇ Tender for five-year interest-bearing bonds (August issue) (10:30 a.m.; results at 12:35 p.m.; results of the second non-price competitive tender at 3:15 p.m., Ministry of Finance) ◇ Cabinet meeting canceled [Overseas] Times are in JST ◇ ECB Executive Board Member Lane to participate in discussion (8:45 p.m., Dublin, Ireland) ◇ Earnings release = Home Depot ◇ The airport code for the former Palm Beach International Airport in Florida, USA, is "DJT"