According to Bloomberg,PIMCO has reduced its holdings of Meta- and Oracle-related debt investments by approximately 50%each, and the reductions occurred when bond prices were high.
Bitunix analyst, citing a Reuters survey, said that in multiple countries, 2027 year inflation and growth forecasts were revised upward, and that energy costs could cause inflationary pressure to persist. The analyst believes subsequent statements from the Federal Reserve will affect bullish bond trades.
A BofA report said that U.S. equity funds saw weekly inflows of 39000000000 USD, while Treasuries received inflows for the 16 th consecutive week. Its strategist team still prefers to avoid risk because of real yields,AI and bank-stock performance, as well as the risks surrounding the midterm elections.
South Korea’s Financial Services Commission disclosed supporting amendments for security tokenization, proposing to expand the scope to stocks, bonds, and funds and open them in phases to institutional and retail investors.
South Korea’s Financial Services Commission plans to amend the laws to include stocks, bonds, and funds within the scope of tokenization, opening them in phases to institutional and retail investors.
BofA strategist Michael Hartnett said that AI and large-cap technology stocks rising alone while other sectors remain under pressure resembles the period before the peak of the dot-com bubble in 2000, and listed risk warning lines for financial stocks, small- and mid-cap stocks, and the bond market.
BlackRock published an article discussing how stocks and bonds might perform in a high-interest-rate environment after the Federal Reserve resumed raising rates following an interval of several years.
BlockBeats published a link about BlackRock’s analysis of the potential impact of the Federal Reserve’s first interest-rate hike in years on stocks and bonds.
U.S. Treasury Secretary Bessent said that it remains difficult to determine how long the Iran conflict will last; interest rates should fall after the conflict ends, and the scale of repurchase operations has already been expanded due to insufficient liquidity.