⚠️🇺🇸 TLT, an ETF tracking long-term U.S. government bonds, has fallen to its lowest point since November 2023. The yield on 30-year U.S. bonds has reached multi-year highs, surpassing the significant 5% mark. This has triggered substantial sell-offs in U.S. government bonds as interest rates rise. Many experts consider the increasing yields of Japanese bonds a major risk for U.S. government bonds and global markets, as Japan, the largest holder of U.S. bonds, is repatriating capital amid rising domestic yields.
⚠️🇺🇸 TLT, the ETF tracking long-term U.S. government bonds, has fallen to its lowest level since November 2023. The yield on 30-year U.S. bonds has reached multi-year highs, surpassing the critical 5% mark. Strong sell-offs in U.S. government bonds are causing rates to rise. Experts warn that increasing yields on Japanese bonds pose a significant risk to U.S. government bonds and global markets, as Japan, the largest holder of U.S. bonds, is repatriating capital amid rising domestic yields. Japan is also actively negotiating trade with the U.S., which may leverage the bond market in these talks.
🚀 David Sachs, the cryptocurrency leader in the U.S., expressed confidence that the GENIUS Act on stablecoins will soon be approved. Many investment firms and top players in the crypto industry believe that the implementation of stablecoin regulations will serve as a powerful catalyst for the cryptocurrency sector and markets.
🚀 The market for digital financial assets (CFA) is projected to reach 1.7 trillion rubles by 2028, provided that legislative requirements for issuers remain stable and tax regulations are eased. Experts highlight the importance of these factors for the growth of the sector. For more details, visit here.
🚨🇺🇸 Trump is considering the privatization of Fannie Mae and Freddie Mac. The companies were nationalized in 2008 during the financial crisis, but Trump claims they are now "performing very well" and generating substantial profits.
⚠️🇺🇸 Nike is set to raise prices on a wide range of products, with the increases expected to take effect this week, according to CNBC. Experts anticipate that Trump will soon send "doctors" to Nike, similar to actions taken with Amazon and Walmart.
💰 Microfinance organizations (MFOs) issued loans totaling 328 billion rubles in the first quarter of 2025, marking a 4% decrease compared to the previous year's fourth quarter. The growth rate of the overall microloan portfolio slowed to 6.1% from 13% in the fourth quarter. — Vedomosti
🚨🇯🇵 Many speakers from the Bank of Japan have expressed that they consider it appropriate to intervene at this time to adjust the trends in government bond yields.
🍷 In April, alcohol sales in Russian retail dropped by 12% year-on-year. Compared to the first quarter, where the decline was more pronounced, the decrease slowed down in the past month. Experts attribute this to consumers preparing for the extended May holidays and gradually adapting to new prices. — Ъ
🚗 Xiaomi's CEO announced that the new electric SUV, Xiaomi YU7, is set to hit the market in July.
⚠️🛢🇷🇺 At the G7 summit, Britain urged to lower the price cap on Russian oil to exert more pressure on Putin.