GOVERNMENT BOND YIELDS
Japan's Topix hits record high, yen and bonds fall on PM Ishiba exit
Japan's Topix share gauge reached a record high, the yen weakened and longer-dated bonds slid on Monday after Prime Minister Shigeru Ishiba's resignation stoked speculation that his successor will raise government spending.
Indonesia bonds to extend edge over India on rate-cut bets
Investors are increasingly favoring Indonesian sovereign debt over Indian bonds, highlighting a shift in Asia’s high-yield markets. The current yield gap between Indonesia’s and India’s 10-year bonds is about 10 basis points. Economists surveyed by Bloomberg expect this gap to double by Q3 2026, indicating expectations of sustained outperformance for Indonesian debt compared with Indian government securities.
Japan's stressed bond market, stocks brace for PM Ishiba exit reaction
Japan's stressed government bond market and soaring stocks are set for more volatility on Monday after the resignation of fiscal hawk Prime Minister Shigeru Ishiba.
RBI may cut rates in December; bond market outlook turning positive: Bandhan AMC’s Suyash Choudhary
Amid global trade tensions, India's bond market outlook is improving. Suyash Choudhary anticipates potential RBI rate cuts due to contained inflation and growth uncertainties. He suggests that most negative factors impacting yields have subsided, creating attractive opportunities for fixed-income investors across the yield curve.
Japan's Topix hits record high, yen falls as PM Ishiba resigns
Following Shigeru Ishiba's resignation, Japan's Topix index reached a record high, while the yen weakened amid speculation that his successor will increase government spending. Sanae Takaichi, a potential candidate known for expansionary fiscal policies, is seen as positive for equities but potentially challenging for the bond market.
Dynamic bond mutual funds: Investors supposed all-interest-rate investment has failed in current rate cut-cycle
Amid the bond market’s season of woes, dynamic bond funds appear to have badly miscalculated the payoffs from the rate-cutting cycle
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Wall Street Week Ahead-Inflation data looms for markets as stocks hover at records
U.S. stock investors are bracing for a week filled with crucial inflation data amid tariff uncertainties and fluctuating government bond yields. Despite a strong year, the S&P 500 faces headwinds as valuations appear stretched and September historically poses challenges.
Euro zone bond yields lag US Treasuries after US economic data
Euro zone government bond yields lagged behind U.S. Treasuries, which dropped sharply after data releases on Friday, sending the spread between German and U.S. borrowing costs to its lowest level since early April.
High bond yields making borrowing unaffordable amid low interest rates: FM Nirmala Sitharaman
India's Finance Minister Nirmala Sitharaman on Friday said that rising bond yields had made borrowings expensive for the government at a time when interest rates were low.
India bonds rise as fiscal worries ease, US peers up
Indian government bonds saw a slight increase. This is due to reduced worries about fiscal issues after tax changes. Also, higher U.S. Treasury yields boosted market confidence. The benchmark 10-year bond yield moved to 6.4814%. Market anticipates potential measures from the Reserve Bank of India. U.S.
India government bonds set to gain on fiscal relief, lower US yields to aid
Indian government bonds are likely to increase. This is due to smaller revenue loss from tax cuts. It has eased concerns about fiscal slippage. Falling US Treasury yields are providing support. The benchmark 10-year bond yield is expected to trade in a specific range. The Goods and Services Tax rates were cut to boost consumption.
India bonds to rise as GST cut revenue loss lower than feared
Indian government bonds are poised for a relief rally as revenue loss from tax cuts on consumer items is lower than anticipated. The benchmark 10-year bond yield is expected to trade between 6.48% and 6.52%. Tax cuts, implemented to spur demand amid economic headwinds, are estimated to cost 480 billion rupees.
Japan 30-year auction tests a jittery bond market as global yields surge
Global debt markets are uneasy due to increasing fiscal deficits. Japan's super-long government bond auction is the latest test. Thirty-year bonds are a pain point for Japan, the US, and Europe. Investors demand higher yields for holding longer debt. Japan's Ministry of Finance aims to sell 30-year paper. Political uncertainty and global yield increases affect the JGB market.
Dollar weak as cracks in US labour market spur rate cut bets
The U.S. dollar weakened amidst bond market volatility and concerns over a softening labor market, reinforcing expectations of a Federal Reserve rate cut this month. Weak job openings data and dovish Fed comments spurred a rally in Treasuries, pushing yields lower. Investors are also focused on rising bond yields globally, reflecting concerns about the fiscal health of major economies.
Banks urge RBI to issue fewer long bonds amid weak demand
Banks want fewer long-term bonds issued in the second half of fiscal year 2026. They prefer more short-term bonds. Demand for long bonds from insurers and pension funds is weak. State bond supply is high. This mismatch pushes borrowing costs up. The 10-year yield recently increased. Concerns about GST revenue shortfalls also contribute.
Euro zone bond yields lower at end of volatile day
Euro zone bond yields were set to finish a volatile day lower on Wednesday, as the recent global selloff eased with help from U.S. labour market data that supported bets on a Federal Reserve rate cut this month.
Bond rout cools but mood cautious with long-term borrowing costs near highs
Long-dated government borrowing costs from Japan to Britain touched fresh multi-year highs on Wednesday on nagging concerns over the fiscal health of some of the world's biggest economies, although a degree of calm was returning after a sharp selloff.
Euro zone bonds steady but fiscal jitters persist for long-end
Euro zone bond yields remained steady near multi-year highs. Investors are worried about government debt. Germany's 30-year yield was close to a 14-year high. French bonds showed little reaction to political news. Heavy bond supply is expected from Germany, Japan, and the US. Japan's 30-year government bond yield hit a record high. Societe Generale anticipates significant European bond issuance.
India bonds rise on hopes of support from authorities
Indian government bonds experienced a rise on Wednesday, fueled by optimism that both the government and the Reserve Bank of India would offer support following a recent selloff. The benchmark 10-year bond yield saw a decrease. Traders are hopeful the RBI will address concerns about mark-to-market losses, with discussions ongoing regarding the second half borrowing program.
India bonds eye fiscal clarity for strong directional move
Indian government bond yields will likely remain steady. A key meeting is set to discuss a possible reduction in the Goods and Services Tax. The 10-year bond yield is expected to trade between 6.53% and 6.58%. The GST Council will meet to discuss revenue protection. A debt auction will test investor appetite.
Is it the right time to invest in gilt funds amid rising bond yields?
Recent bond yield spikes have created a tactical entry point for investors in gilt funds, which hold long-duration government securities. Experts believe the market is currently undervalued, presenting an opportunity for capital appreciation as yields potentially decline. However, analysts caution about risks like potential fiscal deficit increases and rising inflation, which could impact bond yields.
India bond yields dip as large investors expected to absorb debt supply
Indian government bond yields saw a decrease in early trading on Tuesday. This is because traders anticipate long-term investors will absorb state debt supply. States aim to raise 316.50 billion rupees through bond sales. This supply increase occurs amidst investor concerns about potential losses. The GST council is scheduled to convene for a meeting.
India bond yields seen little changed ahead of heavy state debt supply
Indian government bond yields are likely to remain stable. The 10-year benchmark bond yield will hover around 6.60%. Traders are preparing for a large bond supply from state governments. States aim to raise 316.50 billion rupees through bond sales. This comes amid investor concerns about fiscal policy. The GST council will meet soon.
India's top lender SBI to tap dollar debt days after nation's rating upgrade
State Bank of India (SBI) is planning to raise at least $500 million through dollar-denominated bonds with a five-year maturity, potentially reaching $1 billion based on demand. This move follows S&P Global Ratings' upgrade of India's sovereign credit rating. The bonds are expected to receive strong demand, potentially leading to a cutoff below the initial guidance of U.S.
Unlocking tactical opportunities in a dislocated bond market: Axis MF
Despite a supportive macroeconomic backdrop—rate cuts by the Reserve Bank of India (RBI), an upgrade in India’s sovereign credit rating, and subdued inflation—bond markets have been experiencing significant dislocation, according to the latest Acumen note by Axis Mutual Fund Research.
Wondering why RBI rate cuts haven't made your EMI bill lower? Herein lies the answer
The realities of the bond market, inflation expectations and fiscal uncertainties are complicating matters when it comes to rate cut transmission. Borrowers have been left waiting for relief as the intended benefits of the RBI's rate cut are not filtering through to the lending rates.
What’s driving the surge in foreign investment in Indian bonds?
Overseas investors significantly increased their purchases of Indian bonds for the second straight month in August, driven by attractive yields. Net inflows into the fully accessible route for government securities soared to ₹10,471 crore, fueled by a widening yield gap between Indian and US treasury bonds.
Super-long JGB yields retreat on speculation of further issuance cuts
Japanese government bond yields experienced a pullback after reports suggested the Ministry of Finance is considering further reducing the issuance of ultra-long-term bonds. This move follows concerns about weak demand and the Bank of Japan's quantitative tightening.
For bruised bond markets, turbulence persists as debt sales ramp up again
Global bond markets are bracing for increased volatility as major economies like Germany, Japan, and the U.S. prepare to issue long-dated bonds. Rising yields, driven by political uncertainty, inflation concerns, and potential rate hikes, are creating headwinds for governments already grappling with high debt levels.
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