Treasury rout unnerves traders as U.S. stocks retreat - BNN Bloomberg

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Stocks deepened a slump, unraveling more of this year's high-powered rally as Treasuries added to their decline. Investors braced for another interest rate increase from the Bank of England later Thursday.

Treasuries extended their selloff, pushing 10-year yields to around 4.15 per cent, the highest this year, following hot labor-market data and a ramp-up in U.S. government debt issuance.

In the latest earnings news, Infineon Technologies AG plunged as much as 12 per cent after disappointing forecasts from the German chipmaker. Deutsche Lufthansa AG dropped amid concerns over debt and higher costs. The dollar strengthened, while the yen gained after the Bank of Japan announced an unscheduled round of bond buying, the second intervention since the more flexible yield curve control regime unveiled last week.

“The U.S. downgrade doesn't have any direct impact on markets, but what's happened is there's been a lot of concurrent news,” Fowler at UBS said. “Treasury supply is going to pick up. And the Bank of Japan's policy change has also removed the floor on bonds and that's led to rising yields.”

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