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2025-09-12 18:04:07
[The giants are no longer favoring it, and the alarm for a rebound in long-term bond yields has been sounded] ⑴ The recent decline in ultra-long-term government bond yields is unlikely to continue. Although this week's 30-year U.S. Treasury auction showed decent demand, Thomas Mathews, head of Asia-Pacific markets, pointed out that structural problems are still lurking. ⑵ The U.S. second-quarter financial account showed that traditional buyers of long-term U.S. Treasury bonds, such as defined-income pensions and life insurance companies, did not increase their holdings in the second quarter. This shows that the traditional main buying power in the market is weakening. ⑶ As of this week, the 30-year U.S. Treasury yield has risen to 4.659%, having previously hit 5.002% on September 3. This fluctuation shows that market sentiment and short-term supply and demand relations may become key factors driving changes in yields when there are doubts about demand fundamentals.
