OpinionBonds once again have a license to hedge:
As equity markets panicked over CoreWeave and the AI trade, fixed income rallied. Meanwhile ...
reuters.com/commentary/breakingviews/bonds-once-again-have-license-hedge-2026-10-16/
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OpinionFrench banks have privileged perch for debt crisis: BNP is boosting returns and pledging buybacks, even as investors fret over the country's €3.6 trln of debt ...
reuters.com/commentary/breakingviews/french-banks-have-privileged-perch-debt-crisis-2026-10-29/
Bond investors have gotten picky about AI: A CoreWeave-shaped dent remains in the bond market.
axios.com/2026/10/28/ai-bonds-coreweave-oracle
AI enthusiasm’s breaking point: Neocloud stocks like $35 bln CoreWeave have sold off and so has their unsecured debt in recent weeks. In this Viewsroom podcast ...
reuters.com/podcasts/viewsroom/ai-enthusiasms-breaking-point-2026-10-22/
Here's what's behind the vibe shift that's rattling the AI trade: A perfect storm of headwinds has gathered around the AI trade in the last week ...
businessinsider.com/ai-stocks-down-coreweave-nvidia-meta-capex-spending-jensen-huang-2026-10
Stock volatility surge reinstates U.S. Treasurys as hedges - Nomura: Markets are repricing AI capex and U.S. growth risks, sending volatility higher and ...
seekingalpha.com/news/4656141-stock-volatility-surge-reinstates-us-treasurys-as-hedges---nomura
Stock investors are ready to move on from the AI rout. Credit investors are not: Investors were still demanding high yields and more insurance on CoreWeave and ...
cnbc.com/2026/10/19/coreweave-oracle-ai-credit-stress.html
This neocloud may have a silver lining: Goldman Sachs has raised its rating on the shares of CoreWeave to a "buy" recommendation.
axios.com/2026/10/20/ai-debt-coreweave-goldman
The market's CoreWeave-induced AI panic is overdone, Barclays says: Barclays compared the CoreWeave panic to Silicon Valley Bank's collapse ...
businessinsider.com/coreweave-bonds-ai-investing-stocks-bonds-crwv-barclays-2026-10
AI debt fears are suddenly rippling across Wall Street as yields surge: The market for AI-linked debt has been a source of anxiety for investors this week ...
businessinsider.com/ai-debt-hyperscalers-wall-street-bond-yields-rates-coreweave-2026-10
CoreWeave’s AI bonds tumble, raising red flags for the wider market: An ETF tracking the U.S. high-yield bond market is now in the red for 2026
marketwatch.com/story/coreweave-sparks-worry-about-broader-credit-market-stress-as-its-bonds-tumble-887458e4
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Opinion5 portfolio hedges as red lights flash on global bond market: Dale Jackson: The global bond market was on high-alert well before the yield on U.S ...
bnnbloomberg.ca/investing/opinion/2026/09/25/5-portfolio-hedges-as-red-lights-flash-on-global-bond-market-dale-jackson/
OpinionThe US pioneers Operation Twist and Shout: The Treasury’s shift toward issuing shorter-term debt while buying back long-term bonds echoes Fed tactics in the ...
reuters.com/commentary/breakingviews/us-pioneers-operation-twist-shout-2026-08-20/
OpinionThe great bond tailwind for stocks is over: Iran tensions have driven up government debt yields globally. From 2000 to 2022, S&P 500 earnings yielded on ...
reuters.com/commentary/breakingviews/great-bond-tailwind-stocks-is-over-2026-08-18/
China bond quota boost lacks punch and precision: Raising onshore access to Hong Kong-traded debt by 60% to $118 bln aligns with Beijing’s aim to limit capital ...
reut.rs/4bqf4l1
The bond market warning signal many investors are missing: Martin Pelletier: Hedge funds now buy about half of Canada's new bonds. That's a risk investors should ...
financialpost.com/investing/the-bond-market-warning-signal-many-investors-are-missing
OpinionBond selloff is about inflation – not fiscal risks: UK drama aside, investors are focused on central banks over deficits. US data showing a 6% rise in ...
reuters.com/commentary/breakingviews/bond-selloff-is-about-inflation-not-fiscal-risks-2026-05-18/
OpinionTaming UK yields depends on economics not politics: Long-term government borrowing costs above 5% are higher than other developed economies and more sensitive ...
reuters.com/commentary/breakingviews/taming-uk-yields-depends-economics-not-politics-2026-05-14/
How Keir Starmer’s successor can tame markets: A potential defenestration of Britain’s PM sent 10-year bond yields above 5%, their highest level since 2008 ...
reut.rs/4fj30EP
OpinionBanks buying sovereign debt is lesser of two evils: Lenders on either side of the Atlantic want to exclude government bonds from balance sheet limits ...
reuters.com/commentary/breakingviews/banks-buying-sovereign-debt-is-lesser-two-evils-2026-05-05/
These elite investments can now be yours — just think twice before saying yes: Hedge funds on average underperform a basic 60/40 stock-bond portfolio
marketwatch.com/story/these-elite-investments-can-now-be-yours-just-think-twice-before-saying-yes-593311c5
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