Analysis: Interest Rates

Stocks finish lower but notch strong monthly gain despite tariff worries

NEW YORK -Global stocks finished down on Friday but notched a weekly gain and the biggest monthly increase since late 2023, despite markets having been roiled by uncertainty over the Trump...

Global government issuance of US dollar debt tumbling in 2025, data shows

Governments in Asia and Europe are raising far less debt in U.S. dollars than usual, preferring to issue at home as they avoid exposure to rising U.S. yields, currency volatility and broader concerns...

Indian companies rush to sell short-term debt as RBI monetary boost lowers rates

MUMBAI -Indian firms have stepped up short-term bond sales with issues worth around 270 billion rupees lined up through Thursday as the Reserve Bank of India's rate cuts and hefty liquidity...

Japan's quick-fix for bond markets sets a global test case

SINGAPORE/NEW YORK -Japan, one of the world's most indebted developed economies, this week also turned into a saviour of sorts for its own bond market and globally. When Reuters...

Demand at 40-year JGB auction sinks to lowest since July

TOKYO -Demand at an auction of 40-year Japanese government bonds on Wednesday fell to the lowest since July, amid a selloff in so-called super-long debt this month. A measure of demand...

Super-long JGB yields extend climb from multi-week lows after weak auction

TOKYO -Long-dated Japanese government bond yields rose further from three-week lows on Wednesday, after demand at a closely watched 40-year bond auction dropped to its lowest level since July. ...

Trading Day: Japan spreads long bond relief

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  Reasons to be cheerful A tariff reprieve...

Trade confusion and long yield relief

What matters in U.S. and global markets today Markets were left nonplussed by increasingly erratic U.S. tariff announcements over the weekend, although nerves have been...

Rates: The Shockwave

The press has reported on the difficulties encountered by the United States during its latest auction of 20-year bonds. However, the earthquake seems to have its epi-center in Japan, which first set...

Indonesia central bank to give nearly $5 billion flexibility to banks to manage liquidity

JAKARTA -The Indonesian central bank's policy to cut a secondary reserve requirement to 4% from 5% starting from June will provide banks with 78.45 trillion rupiah of liquidity they can manage more...

US equity funds face weekly outflows on debt concerns, rising yields

U.S. equity funds saw huge outflows in the week ended May 21, as Treasury yields surged on fears President Donald Trump's proposed tax-cut bill could add trillions to U.S. debt if passed by...

Portugal's TAP books wider loss as strike, competition bite

Portuguese airline TAP's first-quarter net loss widened 20% from the same period a year ago as aggressive competition and a pilot strike at its low-cost carrier Portugalia squeezed revenue. ...

Analysts downgrade China's property price outlook in 2025 as trade tensions pose fresh risk

Weakness in China's property sector is expected to persist this year with home prices falling nearly 5% and set to remain stagnant in 2026, as low confidence continues to keep buyers at bay while the...

Indian lenders seek overnight liquidity ops, easier reserve norms from central bank, sources say

MUMBAI -Indian lenders have urged the central bank to revert to overnight liquidity management operations and sought easier cash reserve requirements, four sources familiar with the matter said. ...

Trading Day: Bond alarms ring louder

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  U.S. debt despair Investors' unease about...

Indonesia central bank resumes monetary easing with 25 bps cut to support slowing economy

Indonesia's central bank cut its key interest rate on Wednesday as the market expected, resuming its monetary easing to support the slowing economy after pressure on the rupiah receded.Bank Indonesia ...

Trading Day: Japan's long bond warning

TRADING DAY Making sense of the forces driving global markets By Jamie McGeever, Markets Columnist  U.S. assets in the red It was a sobering...

Moody's downgrade ripples through bond market, causes worries for stocks

NEW YORK -Moody's U.S. debt downgrade is raising concerns that investors could reevaluate their appetite for U.S. government bonds, with the potential for rising yields to put pressure on stocks that...

China lowers benchmark lending rates for first time since October

China cut benchmark lending rates for the first time since October on Tuesday, after Beijing announced sweeping monetary easing measures earlier this month to support the broad economy. ...