Morning Bid: Bond yield surge casts dark quarter-end shadow

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Morning Bid: Bond yield surge casts dark quarter-end shadow
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Investors will be hoping for some sort of bounce, even if it's only of the dead cat variety.

Passersby are reflected on an electric stock quotation board outside a brokerage in Tokyo, Japan April 18, 2023. REUTERS/Issei Kato/File PhotoSept 25 - A look at the day ahead in Asian markets from Jamie McGeever, financial markets columnist.

Asia kicks off the last week of the quarter on Monday, with markets badly bruised by the surge in U.S. bond yields following the Federal Reserve'sThey will be hoping for some sort of bounce, even if it's only of the dead cat variety, from the most turbulent week since the U.S. regional banking shock in March.

This may hinge largely on whether the U.S. bond market regains its footing. Benchmark two- and 10-year Treasury yields are the highest since 2006-07, 10-year real yields have broken above 2%, and asset markets around the world are buckling under the higher-for-longer U.S. rate outlook.as a result, and as emerging market investors are all too aware, the combination of high U.S. debt servicing costs and a strong dollar are rarely a welcome combination.

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