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Pessimists fear soaring inflation but US debt yields reveal little anxiety
Negative ‘real’ yields fed last year’s furious rally in everything from gold to tech stocks
Democratic party’s Senate wins boost everything from small-caps to copper while Treasuries sink
Putting all trading and repo transactions through a central clearing house could protect the global financial system
Bad economic news is no longer boosting US government debt in break with tradition
Funds have anticipated a pick-up in inflation — a prospect bolstered by Democratic Senate wins
Despite expected stimulus hopes, bond yields do not rise with bigger deficits
Reflation hopes likely to spur investment rotation within markets as economic growth picks up
Ten-year Treasury yields breach 1% as investors bet Democrats are poised to win control of Senate
The case for why fixed-income assets may defy widespread expectations of a sell-off in 2021
Analysts see ‘demand gap’ as government looks to offload $1.8tn in debt to investors
Wall Street stocks advance even after last-minute ‘twist’ by the US president
The global reflation trade means a change of strategy on portfolio protection
Fed’s shift of strategy to tolerate rising prices above target was key signal for investors
It is possible, even likely, that T-bill rates will be negative for a significant period
Tips funds have enjoyed inflows for nine consecutive weeks
Benchmark S&P 500 equities index edges up 0.2% to new record high
Investors see ‘sugar rush’ from rebound while markets still flush with central bank cash
Paul Tucker also tells FT summit that bankers’ remuneration is due for an ‘adjustment’
Markets concerned response to potential virus surge will be curtailed due to Treasury rift with central bank
Saudi Arabia’s finance minister says low-income nations could receive more IMF funds soon
Financial Stability Board warns Fed actions to soothe market could cause excess risk-taking
Vice-chair cites ‘critical role’ of asset purchases as US economy confronts Covid spike
Reality check on rollout of treatment stems sell-off in Treasuries
Investors revisit assumptions about tech stock valuations and corporate borrowing costs
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