Analysis: Interest Rates

Strong economy, safe asset demand boosted US dominance in capital flows, White House says

The strength of the U.S. economic recovery post-COVID and a quest for safe-haven investments helped boost U.S. dominance of global financial flows, while manufacturing incentives led to a surge in...

El-Erian: Bond Vigilantes Are Back, But US Is Not Vulnerable

Mohamed El-Erian, Queens' College Cambridge president and Bloomberg Opinion columnist, explains why he sees the US as safe from bond vigilantes in relative terms and how the bond selloff gives the...

Indian lenders clamor for durable liquidity infusion from central bank

Indian lenders have asked the central bank to infuse durable liquidity into the banking system in the wake of the significant dip in a key measure of liquidity, six treasury officials said. ...

Sterling slides for a fourth day amid bond market turmoil

Sterling continued its slide on Friday, its fourth day of falls, as elevated global bond yields kept the currency under pressure. The pound was down 0.17% against the dollar at $1.2286,...

China central bank is moving faster towards its policy limits

China's central bank is expected to deploy its most aggressive monetary tactics in a decade this year as it tries to stimulate the economy and soften the blow of impending U.S. tariff hikes, but in...

Looming payrolls keep bond bears hungry

A look at the day ahead in European and global markets from Stella Qiu Most stocks in Asia are down on Friday, following the lead of Wall Street futures, ahead of the all-important...

India consumer inflation likely eased in December

Consumer price inflation in India likely fell to 5.3% in December on moderating food price rises, a Reuters poll of economists showed, bolstering expectations for an interest rate cut by the central...

Global investors eye UK gilts selloff with caution

The UK government bond market has sent investors an unwelcome reminder of the kind of volatility that can materialise when enough concern builds over government finances, as yields soared to their...

UK minister: financial markets functioning in an orderly way

British treasury minister Darren Jones said financial markets continued to function in an orderly way and it was normal for the price of gilts to vary, when asked about a jump in government borrowing...

China inflation lands amid global bond turmoil

A look at the day ahead in Asian markets.  China's latest inflation figures are out on Thursday, and they could not be coming at a more fascinating - some might say alarming - time for...

China's economic stimulus measures since September

China has expanded the scope of a consumer goods trade-in scheme and will give more subsidies for digital purchases this year, in an effort to revive sluggish domestic demand, an official policy...

Interest rates: A thorn in the side of equity markets

In the absence of any major announcements and in a market characterized by low volumes, bond yields are nonetheless showing their irritation at the acceleration in spending, the risks of a return to...

China's cenbank warns mutual funds against feeding bond frenzy, sources say

SHANGHAI -China's central bank summoned some fund managers on Friday to warn them against chasing a fervid bond rally, two sources said, amid worries that a bubble in bonds might undercut Beijing's...

Global equity fund inflows drop on higher US bond yields

Demand for global equity funds shrank in the week through Jan. 1, as higher U.S. Treasury yields led to caution and investors took profits during the year-end trading lull. Data from...

China will sharply increase funding from treasury bonds to spur growth in 2025

China will sharply increase funding from ultra-long treasury bonds in 2025 to spur business investment and consumer-boosting initiatives, a state planner official said on Friday, as Beijing ramps up...

US 30-year fixed-rate mortgage flirts with 7%

U.S. mortgage rates jumped to a six-month high this week, suggesting that a recent improvement in home sales could be temporary. The average rate on the popular 30-year fixed-rate...

India collects $20.66 billion in goods and services tax in December

India collected 1.77 trillion rupees in goods and services tax in December, 7.3% higher than the same period last year, the government said on Wednesday. ...

India's 10-year bond yield falls most in four years in 2024 on demand boost

India's benchmark 10-year bond yield posted its steepest decline in four years in 2024 as the government's fiscal discipline and inclusion of debt in global indexes boosted demand, while investors...

Indian banks' gross bad loan ratio may edge up by March 2026, central bank report says

Indian banks' gross bad loan ratio may rise from a 12-year low if risks emanating from credit quality, interest rates and geopolitics play out, a report published by the central bank on Monday...