Bond News Today — August 11, 2026
The Bessent bond-market scorecard doesn’t look as strong as it once did and more — today's bond signal.
The global financial landscape is presenting a mixed picture, with various factors influencing market sentiment and performance. On one hand, there are concerns about the current state of the bond market, as reflected in the Bessent bond-market scorecard, which has weakened from its previous stance. This development is significant, especially when considered alongside the US debt trajectory, which has sparked skepticism about the feasibility of achieving the 2% inflation target set by Fed Chair Kevin Warsh.
Despite these concerns, some positives are emerging, particularly in the corporate sector. The broadening of earnings growth beyond the tech sector is being hailed as a promising sign for stock market bulls. Moreover, strategists at Goldman Sachs are advising investors to stay the course, citing several supportive factors. However, not all companies are faring well, as evidenced by Barrick's stock decline following a dispute settlement that may pave the way for an IPO of its gold assets. Meanwhile, Indian billionaire Gautam Adani has received a boost with the dismissal of a graft case against him, and market participants are assessing the implications of these varied developments.
Today's signal:
• The Bessent bond-market scorecard doesn’t look as strong as it once did (marketwatch.com)
• U.S. judge ends graft case against Indian billionaire Gautam Adani (cnbc.com)
• Good news for stock-market bulls: Corporate earnings growth is no longer being driven just by tech (marketwatch.com)
• Fed Chair Kevin Warsh promises 2% inflation, but skyrocketing U.S. debt makes that a pipe dream (marketwatch.com)
• Three reasons Goldman's co-head of global banking and markets says to stay invested (cnbc.com)
• Barrick’s stock slides after dispute settlement sets the scene for IPO of mining company’s gold assets (marketwatch.com)