US Treasuries - MarketMinute

Gold

Gold Overtakes Treasuries: The New Global Reserve Reality

In a watershed moment for the global financial architecture, the total value of gold held in central bank reserves has officially surpassed the value of U.S. Treasury holdings for the first time in 30 years. As of early April 2026, global gold reserves reached a valuation of approximately $4

US Treasuries

The Great Diversification: Chinese Banks Accelerate Exit from U.S. Treasuries, Sending Yields on a Volatile Path

As of March 5, 2026, the global financial landscape is grappling with a tectonic shift in capital flows as China’s major financial institutions continue a systematic retreat from the U.S. Treasury market. Recent data confirms that China’s holdings of American sovereign debt have plummeted to levels not

US Treasuries

The Eye of the Storm: Treasury Yields Coil as Markets Await Fed’s High-Stakes Verdict

As of February 27, 2026, the U.S. Treasury market has entered a period of deceptive calm, with yields holding steady in a tight range as traders catch their breath following a month of volatile economic data. This "wait-and-see" approach reflects a broader strategic retreat by both bond

Finance

Global Markets Shaken as Beijing Triggers "Stealth Sell-off" of US Treasuries

BEIJING / NEW YORK — In a move that has sent shockwaves through international debt markets, the People’s Bank of China (PBOC) and the National Financial Regulatory Administration (NFRA) have reportedly issued a directive to the nation’s largest state-owned banks, advising a strategic and accelerated reduction in their holdings of

Japan

Japan’s Bond Market Rebellion: 40-Year Yields Hit Record Highs as Global Markets Shudder

In a historic upheaval that has redefined the boundaries of global fixed income, the Japanese government bond (JGB) market has entered a state of open rebellion. On January 20, 2026, the yield on the 40-year JGB catapulted to a staggering 4.24%, marking the first time a Japanese sovereign maturity

Finance

The Great Decoupling: US Bond Market Stands Firm as Japan Ends the Era of Cheap Money

On December 19, 2025, the global financial landscape shifted as the Bank of Japan (BoJ) delivered its final and most significant interest rate hike of the year, raising the short-term policy rate to 0.75%. This move, the highest level for Japanese rates since 1995, signaled the definitive end of

gold prices

Gold and Treasuries Soar Amidst Market Jitters: A Deep Dive into Investor Caution

The financial markets are currently witnessing an intriguing and somewhat counter-intuitive phenomenon: a significant surge in both gold prices and U.S. Treasuries. This dual rally, particularly the simultaneous rise of gold and falling Treasury yields (indicating rising bond prices), signals a profound shift in investor sentiment, driven by a