Quant funds rocked as Treasury boosts buybacks and Moderna shares leap
Tumultuous session puts further pressure on momentum trades that have been unsettled since AI-related stock sell-off
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The US Treasury is buying long bonds, but not very many
Speaking loudly but wielding a teeny-tiny stick in
Bessent says there’s a ‘very good chance’ U.S. budget deficit under Trump has peaked
Treasury Secretary Scott Bessent said Thursday that there’s a “very good chance” of the U.S. has seen its budget deficit peak under President Donald Trump.
US long-term bonds slide as Bessent intervention fails to soothe investors
Yield on 30-year Treasuries rises despite move to ‘at least double’ purchases of securities
Europe, the secret outperformer
Its cash generation, broader earnings and lower tech concentration deserve more respect