Let them eat cake 🍰 pic.twitter.com/oo61kcRt9x
— The Great Martis (@great_martis) May 13, 2025
Seeing another push higher across yields today after CPI, with some noteworthy exceptions pic.twitter.com/bWQH9ht1Cx
— Markets & Mayhem (@Mayhem4Markets) May 13, 2025
Is the bond market the scorecard for Bessent anymore? That's the big macro question.
Global long term bond markets are weak again today
If 10 year bond yields are still the scorecard they need one of two things
Policy that
Reduces the deficit
Constrains Growth
Kills…— Andy Constan (@dampedspring) May 13, 2025
‼️This is absolutely CRAZY stuff:
Japan's 30-year government bond yield jumped to 2.96% on Monday, the highest level in almost 25 YEARS as supply of bonds exceeds demand.
40-year yield hit 3.45%, the highest since its debut in 2007.
Japan's debt-to-GDP ratio is over 250%… pic.twitter.com/mL0yutyVz8
— Global Markets Investor (@GlobalMktObserv) May 12, 2025