Treasury Yields Rise as Washington Promises Cash It Lacks

U.S. Treasury yields are climbing as a rising crude price, an extended war and heavy federal spending collide ahead of a key inflation print. Alex Ridgers, StoneX Global Head of Retail Dealing, breaks down how the U.S. CPI release feeds through Treasury yields into currency markets, and where client positioning is building. Brent crude strength is pushing inflation back up the agenda while the U.S. Treasury under Scott Bessent argues with the bond market over who sets yields. Retail clients are long indices and short oil, yet conviction is concentrating in dollar yen, where a Bank of Japan rate hike lands into an already tense setup. Discover Actionable Insights with the latest Market Outlook Reports: https://intel.stonex.com/offer?language=en&campaignId=A908C315-DC62-4F35-AC16-870BB71E84D1&utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_alex_ridgers&utm_content=share 00:00 - Crude Reheats U.S. Inflation 00:31 - U.S. CPI Becomes the Pivot 01:51 - Bessent Boxed In by Both Sides 02:36 - Treasury Bluffs Bond Markets 03:35 - Clients Pile Into Short Yen 05:08 - Japan Hikes as the Risk Splits Like and subscribe for more financial market insights. #USDJPY #Forex #StoneX #AlexRidgers --------- Like this video? Subscribe and turn on notifications so you don't miss any videos from StoneX: https://www.youtube.com/@stonex_official Visit https://www.stonex.com/en/insights/thought-leadership/?utm_source=youtube&utm_medium=social for insights, perspectives and thought leadership from StoneX's global network of experts. Visit our website: https://www.stonex.com?utm_source=youtube&utm_medium=social