As US bond yields rise and oil prices hover around $90 per barrel, analysts debate which factor poses a greater threat to the Indian stock market. Insights reveal that while yields impact sentiment, oil prices have direct consequences, especially if they soar above $100.
4 min read31 Aug 2026The common view is that an upshoot in yields is bad news. However, of the various factors driving these up, investment in artificial intelligence (AI) is a big driver in the US. This isn’t so in other economies lumped with wide fiscal deficits and enlarged debt burdens.
4 min read26 Aug 2026The US Treasury's $4 billion increase in long-term bond purchases faces criticism from experts like Stanley Druckenmiller and James Sullivan, who argue it undermines market credibility and fails to address rising government debt supply and future borrowing costs.
2 min read25 Aug 2026On 19 August Mr Bessent set out plans for the Treasury to buy back tens of billions of dollars’ worth of long-dated government debt.
6 min read25 Aug 2026The Sensex ended the week down 0.6%, while the Nifty declined 0.5%.
3 min read21 Aug 2026The rise in crude oil prices renewed concerns over inflation and India’s external balances.
3 min read8 Jul 2026Easier external commercial borrowing norms and hedging costs for select public sector undertakings are expected to shift a portion of PSU fundraising offshore, reducing crowding in the domestic bond market.
4 min read1 Jul 2026As stock market volatility rises, experts weigh in on the merits of government bonds. While they provide safety, are they worth the investment amidst shifting interest rates and inflation concerns?
5 min read27 May 2026The US 10-year bond yield shapes borrowing costs, stock valuations, currency movements and global capital flows—making it one of the most closely watched indicators in finance.
4 min read23 May 2026After a sharp rise in bond yields driven by oil prices, fiscal worries and possibility of US Fed hike, Invesco MF’s Vikas Garg says long-duration debt funds may still offer a tactical opportunity.
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