Steepeners have been about the only good bets this year in bonds. Now some investors are pulling back from them shorturl.at/fgyU3

“World’s safest asset” is acting more like the source of storms for global markets bloomberg.com/news/articles/… via Bloomberg Markets

Here are five notable charts to consider in global commodity markets as the week gets underway trib.al/Iv2BTLq

The Pogues - Sunnyside Of The Street youtu.be/MpTBdNIfBpQ?si… via YouTube Vale Vale Shane

It turns out that those who forecast 2023 would be the year of the bond were just one word off — it was in fact a year of bond volatility. bloomberg.com/news/newslette… via Bloomberg Markets

Stocks and bonds are off to a poor start for 2024, but so far that simply helps to underscore the perception that the rallies at the end of last year went careening too far, too fast. bloomberg.com/news/newslette… via Bloomberg Markets

#5Things: Bonds looking calmer now, especially with crude oil falling to stay in its sweet spot -- too low to revive inflation fears but not low enough to spark recession angst. bloomberg.com/news/newslette… via Bloomberg Markets

Bond investors are almost as excited as they were a year ago. But they're overlooking a soaring $2 trillion debt problem bloomberg.com/news/features/… via Bloomberg Markets

#5Things: Rate-cut bets confront pushback, while PMIs may be offering poor guidance thanks to post-pandemic distortions bloomberg.com/news/newslette… via Bloomberg Markets

#5Things: While BOJ meet draws a lot of eyes, China’s efforts to stabilize a stock-market rout may be key well beyond its borders bloomberg.com/news/newslette… via Bloomberg Markets

#5Things: Shockingly, traders are now expecting the first central bank move of 2024 will be a BOJ hike rather than a Fed cut bloomberg.com/news/newslette… via Bloomberg Markets

China makes more moves to support stock market. Oil jumps after militant attacks. And the Fed's Wednesday meeting looms over it all for markets bloomberg.com/news/newslette… via Bloomberg Markets

#5Things: Treasury lowering its borrowing estimate powers bonds AND stocks higher. Plenty of eyes also on mega-cap tech earnings and how White House will respond to the deadly attack on US forces. bloomberg.com/news/newslette… via Bloomberg Markets

#5Things: Meta and Amazon lead tech rally; Apple disappoints. And this week's much anticipated Fed meeting did little to shift medium-term rate expectations bloomberg.com/news/newslette… via Bloomberg Markets

#5Things: Chinese markets continue return from holidays, Goldman Sachs raises US equity target. Are declining commodities a boon or a bane for stocks? bloomberg.com/news/newslette… via Bloomberg Markets

China bans major institutional investors from reducing equity holdings at the start and close of each trading day, after Chinese stocks fell to a 5-year low this month. A task force is also in place to monitor and reprimand firms engaged in short selling. bloomberg.com/news/articles/…

How Japan ignored climate critics and built a global natural gas empire 🇯🇵❤️🚢 Every six hours, somewhere in the world, an LNG shipment controlled by a Japanese company leaves a port. However, these tankers are only the tip of the iceberg A thread 🧵 bloomberg.com/graphics/2024-…

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Watching Yankees and dodgers and other closers struggle this postseason and thinking. This is who they need: youtu.be/VcXBsft0Krw?si… Brad Rowland Scott Coleman

michael leunig daily (michael leunig daily) / X images.app.goo.gl/mWtd7HYh4VAbYd… A man who will be sorely missed, even though we still have his marvellous image-poems. Of those this, I think, is my favorite. At least until I come across a more favorite one