Treasuries

Trump addresses Davos today, Mag 7 stocks reflect fear over AI trade, Netflix’s softer margin guidance overshadows earnings beat, and more news to start your day.

New geopolitical tensions spooked investors on Tuesday. Plus, the Supreme Court is set to listen to arguments for Trump v. Cook.

There is potential for more volatility in the Treasury market.

Tuesday’s bond-market upheaval sent the cost of a 30-year mortgage 0.14 percentage point higher, according to one daily survey.

Renewed tariff fears have led to a selloff in bonds and most stocks. Gold and silver, energy and small-caps are faring better.

AkademikerPension’s chief investment officer said the move was driven by the U.S. government’s poor finances, but that Trump’s action didn’t make the call more difficult.

Overall foreign holdings of U.S. government debt reached a record of $9.36 trillion.

The currency fell to the lowest levels against the dollar since the summer of 2024 on Tuesday.

Muted reaction to a major attack on the Fed is telling.

Bond yields look set to rise this year, despite the possibility of at least two Federal Reserve rate cuts. Even a small increase in yields can be a problem.

This year’s panelists offered plenty of reasons beyond AI to expect gains in 2026. Plus, 13 investment ideas.

The CIO of Crossmark Global Investments also expects that inflation will remain sticky for another year.

The shift stems from a year of explosive price gains and aggressive central bank buying.

Silver and gold sparkled, global stock markets surged, and bonds behaved. Here’s to a very good year.

The minutes from the Dec. 9-10 meeting of the Federal Open Market Committee cover the bank’s decision to cut rates for the third time this year.

Copper could outperform gold and silver in 2026, according to this market technician. Plus, investment newsletter commentary on stocks, bonds, crude.

It’s a historic year for precious metals amid muted Treasury market volatility.

Fed independence and inflation will define the outlook.

Prediction sites are on fire, Clearwater Analytics is being taken private, Disney’s latest Avatar tops the box office, and more news to start your day.

The Bank of Japan lifts its benchmark lending rate to 0.75%, the highest level since 1995.

The race is offering investors an early look at what matters most to the White House and what questions the president is asking candidates.

Investors don’t need to worry about the central bank’s coming interest-rate decisions. Policymakers have their back.

He has attended three policy meetings and dissented for a larger interest rate cut three times.

The Federal Reserve cast the move as management of money-market conditions. Others see coordination with the Treasury to help fund the deficit and suppress long-term yields.