1. Markets bet nearly 80% on a US government shutdown at the end of January.
2. Institutions: Gold is replacing long-term Treasury bonds as a portfolio hedging tool.
3. A new round of special-purpose bond purchases has begun.
4. Bridgewater's co-CIO is cautious about the bond market, concerned about US fiscal and inflation risks.
5. PIMCO: Remains bullish on Japanese long-term bonds.
6. Following the plunge in Japanese bonds, the market is discussing the possibility of GPIF "selling US bonds and buying Japanese bonds."
7. With the 40-year Treasury bond issuance imminent, the Japanese bond market still faces the risk of collapse on Wednesday.
8. Yields may still have room to rise; Japanese life insurers are avoiding ultra-long-term Japanese bonds.
9. Saudi Aramco issues $4 billion in bonds, its first bond sale in 2026.
10. Jilin officially announced its exit from the list of key provinces for local government debt.
11. Poly Real Estate Group's subsidiary, Shanghai Poly Real Estate, issues 500 million yuan in medium-term notes with a coupon rate of 2.95%. 12. Western Securities: The company's public offering of corporate bonds to professional investors has been approved by the China Securities Regulatory Commission.
