أخبار السوق اليوم — عناوين الأسهم والعملات الرقمية المنتقاة بالذكاء الاصطناعي

The article highlights a surge in global bond yields to 2008 levels, with the 30-year US Treasury reaching 5%, coinciding with a surprise increase in the Treasury's bond buyback program and a hawkish speech by Fed Chairman Kevin Warsh at Jackson Hole.

Apollo Global Management's chief economist, Torsten Slok, attributes upward pressure on US Treasury yields to geopolitical risks (e.g., potential Iran conflict) and tariff policies rather than US fiscal concerns.

Experts from Schwab and BlackRock believe US Treasury demand will not experience a mass selloff in the near future, citing the difficulty in replacing Treasuries at scale, despite concerns over fiscal deficits and inflation.

The article discusses the concept of fiscal dominance and its implications on the economy, specifically the role of monetisation in addressing fiscal issues.

China's Finance Minister plans to implement a stronger fiscal policy to support economic growth over the next five years, aiming to combat the country's slowdown.

ECB's Olaf Sleijpen has expressed concerns that the introduction of Eurobonds could result in increased debt levels for member countries.

The Bank of Japan is facing a policy dilemma as government bond yields continue to rise, driven by inflation, hawkish central bank remarks, and an expansionary fiscal policy.

Japan's 30-year bond auction saw the weakest demand since June 2025 due to declining yields and concerns over inflation and fiscal policy.

The financial industry has pulled back by 6.5% over the past six months due to uncertainty in fiscal and monetary policy, contrasting with the S&P 500's 7.2% gain.

The Asian Development Bank President, Masato Kanda, expressed concerns over trade uncertainties and geopolitical tensions affecting investment in Asia, highlighting the need for stable economic policies.

Russia is considering lowering its oil price threshold for sending excess revenue to its wealth fund due to plummeting oil and gas revenues, indicating a potential shift in its fiscal policy.

The UK government is expected to sell £247bn worth of gilts in the coming fiscal year, marking a decline in debt sales for the first time in four years.