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Nasdaq hits record as weak US jobs data cools rate-hike bets

• Nasdaq Composite hit a record high after disappointing US jobs data
• Lower Treasury yields and oil prices accompanied the rise; Nike shares fell on its forecast

Nifty earnings lag GDP growth and weighing on equities, shows data

• Nifty and Sensex ended September lower despite GDP growth of 7.8 per cent
• Rising US Treasury yields and lagging earnings weighed on equities
• Weak earnings pressure Indian equities, while rising US yields can weigh on rate-sensitive stocks

US yields rise, reversing initial reaction to weak jobs report

• US yields rose, reversing their initial reaction to the weak jobs report

Treasuries are losing their moneyness

• The report argues US Treasuries may be losing their long-standing role as both securities and money

Gold slips before US payrolls data, set for second weekly loss

• Gold prices are poised for a second consecutive weekly decline amid a stronger US dollar and rising Treasury yields
• Gold weakness can reduce collateral values for Indian gold-loan lenders

D-Street logs longest spell of week slump in 25 years

• D-Street’s week-long slump is its longest spell in 25 years
• Surging US bond yields helped drive a record selloff in the Sensex and Nifty
• The selloff directly affects Indian equity investors across sectors

Rupee sinks to 96.31, logs biggest fall in over 2 months

• The rupee fell to 96.3150 against the US dollar, its biggest drop in over two months
• The decline was attributed to escalating US bond yields
• A weaker rupee raises import costs for Indian companies and can weigh on foreign investor returns

The secret signs the bond sell-off might be ending

• An options bet involving the utility sector could signal a peak in bond yields
• A shift in global yields can affect Indian bond yields and rate-sensitive stocks

High Government Debt Is Adding Fuel to the Global Bond-Market Selloff

• Oil prices are pushing rates higher, while high government debt adds risk to the global bond selloff
• Higher global yields may pressure Indian government bonds and rate-sensitive stocks

Asian shares fall as US jobs data looms after Treasury yield hits 24-year high

• Asian shares fell ahead of US jobs data, with Treasury yields swinging and the dollar gaining
• Oil prices stayed elevated amid a widening military buildup
• Higher yields and elevated crude may pressure Indian equities and raise costs for oil-sensitive sectors

U.S. added just 29,000 jobs in September, with unemployment rate rising to 4.2%

• The US added 29,000 jobs in September and unemployment rose to 4.2%
• Traders priced a 23% chance of a second Fed rate hike at its policy meeting later this month
• US rate expectations influence foreign flows into Indian equities and funding conditions for Indian companies

Fed's Logan says rate hikes of 50 bps or more may be needed to cool inflation

• Logan said rates need to rise 50 bps or more to cool inflation
• She noted the run-up in US Treasury yields
• Higher US yields can pressure the rupee and foreign flows into Indian equities

CNBC Daily Open: Bond yield whiplash grips global economy

• Bond-market moves kept investors on both sides of the Atlantic on edge ahead of a jobs report
• Global bond volatility can influence Indian bond yields and rate-sensitive stocks

Gold price today: Precious metal slips ahead of US Jobs data; MCX closed for Gandhi Jayanti

• Gold fell 0.6% to $4,154.78 an ounce ahead of US jobs data
• A stronger US dollar and elevated Treasury yields pressured bullion; MCX was closed for Gandhi Jayanti
• Lower bullion prices may weigh on Indian gold producers and jewellery stocks

Morning Bid: Can Treasuries rally for a second day?

Global bond market steadies after sharp sell-off

• Heavy selling this week pushed 10-year US Treasury yields to their highest level since 2002

US bond yields: Trump may disappoint stocks, gold investors with these 2 steps to resolve debt crisis | Experts' view

• Experts warn Trump's proposed steps to resolve the debt crisis could disappoint stocks and gold investors
• US yield moves can affect Indian equities and gold prices

US 10-year Treasury yield reaches 5.34%, highest since 2002

• The US 10-year Treasury yield hit 5.34%, its highest level since 2002
• Inflation, oil prices, government borrowing and AI investment are pushing borrowing costs higher
• Higher global yields can pressure Indian equities, especially rate-sensitive sectors and highly valued stocks

Gold Falls; U.S. Dollar, Yields Key Obstacles for Price Gain

• Gold fell as the US dollar and Treasury yields impeded a return to its broader bullish path
• Gold weakness can reduce collateral values for Indian gold-loan lenders

Why bond investors quickly lost their enthusiasm for weak labor figures

• Weak U.S. jobs data briefly revived demand for Treasuries as a safe haven

US mortgage rates hit nearly 3-year high: What it means for homebuyers

Bitcoin holds near $84,000 as strong ETF inflows support recovery, spot demand moderates

• Bitcoin traded near $84,000, supported by institutional demand and ETF inflows
• Elevated Treasury yields and moderating spot demand tempered sentiment

As Bond Yields Rise, the US Is Flirting With Disaster

U.S. Treasury Yields Steady as Buyers Resurface

• The 10-year Treasury yield stayed below Thursday’s 5.344% peak, its highest since 2002