U.S. Treasurys
Coverage of U.S. Treasurys in the Nexus archive.
- US bond yields face pressure
Investors are shifting from US Treasurys to tech company debt, particularly long-maturity bonds from AI hyperscalers, causing US 30-year bond yields to remain above 5% for an extended period. This trend increases the cost of financing US debt, which now exceeds $31 trillion, and contributes to higher mortgage rates.
- Quant funds just suffered their most crippling trading rout this year as momentum stocks flopped
Quant funds experienced significant losses in the last week as momentum stocks underperformed. Asset allocators advise considering longer-term returns, noting the sector remains ahead of the S&P 500 and U.S. Treasurys in 2026.
- Tether posts over $1 billion Q1 profit as reserve buffer reaches record $8.2 billion
Tether reported over $1 billion in first-quarter profits, with its reserve buffer reaching a record $8.2 billion. The company's $141 billion exposure to U.S. Treasurys positions it as one of the largest holders of such assets globally.