Latest news with #GermanBonds
Bloomberg
08-07-2025
- Business
- Bloomberg
Goldman, HSBC Flag Risks to German Bonds as Spending Surge Looms
Some of the world's biggest banks are sending fresh warnings on German government bonds as the country's spending push drives up debt supply and supports economic growth. Strategists at Goldman Sachs Group Inc. say the repricing in German yields has further to go and was mitigated so far by sustained demand for safe, triple-A rated securities during market volatility. They see 10-year yields reaching 2.80% at the end of 2025 and 3.25% in 2026.
Bloomberg
27-06-2025
- Business
- Bloomberg
BlackRock's Brazier Wary of German Bonds on Vast Spending Plans
German government bonds look unattractive due to the country's ambitious fiscal expansion, despite potential appetite from European investors bringing cash home from the US, said Alex Brazier, Blackrock Inc.'s global head of investments and portfolio solutions. 'Given the scale of the fiscal expansion in Germany, even with some repatriation of capital that is going on that could cross the Atlantic towards Europe, actually bunds don't look that attractive,' Brazier said in an interview with Bloomberg TV. The firm prefers UK government bonds, he added.
Reuters
09-06-2025
- Business
- Reuters
Japanese investors sell most German bonds since 2014 in April
LONDON, June 9 (Reuters) - Japanese investors launched their largest monthly sell-off of German bonds in over a decade in April, data showed on Monday, a month after Germany's borrowing costs shot up in reaction to a debt-rule overhaul to ramp up spending. Japanese investors sold nearly 1.5 trillion yen ($10.4 billion) of German bonds after accounting for purchases, according to data released by Japan's finance ministry, which Commerzbank said was the most since 2014. Germany's decision to create a 500 billion euro ($546 billion) infrastructure fund and ease strict borrowing rules to boost defence spending sent its bond yields surging in March. Japan's investors also sold nearly 1.1 trillion yen in long-term U.S. Treasuries, the data showed, the most since October, according to Commerzbank. U.S. Treasury yields were whipsawed in April following U.S. President Donald Trump's so-called Liberation Day tariff announcements. They surged over 70 basis points (bps) in one week in April, raising questions about the safe haven status of the world's biggest government bond market. German bond yields, meanwhile, dropped sharply that month as the market stood out as a safe-haven for investors amid U.S. Treasury volatility. Japanese investors are the biggest foreign holder of U.S. Treasuries and a major holder of euro zone government bonds, so shifts in their investments are tracked closely by markets. ($1 = 144.1300 yen)
CNA
09-06-2025
- Business
- CNA
Japanese investors sell most German bonds since 2014 in April
LONDON :Japanese investors launched their largest monthly sell-off of German bonds in over a decade in April, data showed on Monday, a month after Germany's borrowing costs shot up in reaction to a debt-rule overhaul to ramp up spending. Japanese investors sold nearly 1.5 trillion yen ($10.4 billion) of German bonds after accounting for purchases, according to data released by Japan's finance ministry, which Commerzbank said was the most since 2014. Germany's decision to create a 500 billion euro ($546 billion) infrastructure fund and ease strict borrowing rules to boost defence spending sent its bond yields surging in March. Japan's investors also sold nearly 1.1 trillion yen in long-term U.S. Treasuries, the data showed, the most since October, according to Commerzbank. U.S. Treasury yields were whipsawed in April following U.S. President Donald Trump's so-called Liberation Day tariff announcements. They surged over 70 basis points (bps) in one week in April, raising questions about the safe haven status of the world's biggest government bond market. German bond yields, meanwhile, dropped sharply that month as the market stood out as a safe-haven for investors amid U.S. Treasury volatility. Japanese investors are the biggest foreign holder of U.S. Treasuries and a major holder of euro zone government bonds, so shifts in their investments are tracked closely by markets. ($1 = 144.1300 yen)
Bloomberg
09-06-2025
- Business
- Bloomberg
German Sovereign Bonds See Largest Japanese Selloff Since 2014
Japanese investors sold the largest amount of German sovereign bonds in a decade in April, the month after fiscal concerns spurred a selloff of the European nation's debt. Net sales totaled ¥1.48 trillion ($10.2 billion), the most since 2014, the latest balance-of-payments data from the Asian nation's Ministry of Finance showed on Monday. That was also the largest among the 12 sovereign bond markets tracked by the ministry, referring to debt securities issued by governments, their agencies and local authorities.
