bond

Bid up asset markets until they explode due to feedback through the economy. 30-year treasury real yields at 2008 levels, bond market worried beyond inflation.

This week (Wednesday morning) is CPI. Commodity prices back to 20 year highs. This is what I call Ponzi inflation. Bid up asset markets until they explode due to feedback through the economy. pic.twitter.com/VyscoXucnF — Mac10 (@SuburbanDrone) January 14, 2025 M2 money supply is a key indicator of liquidity It represents the total amount of …

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Pound collapses, bond yields soar, echoes of 1976 crisis. Gold hits all-time highs in GBP.

UK. Pound collapses. Bond yields soar. No one resigns. Britain's Bond Turmoil Invokes Memory of 1976 Debt Crisis.https://t.co/VUYnXhYiNB pic.twitter.com/eVCX6gaoXq — Daniel Lacalle (@dlacalle_IA) January 9, 2025 Britain’s Bond Turmoil Invokes Memory of 1976 Debt Crisis Soaring yields prompt some comparisons with Truss debacle But the economy’s woes may be more similar to IMF bailout era …

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Bond market is choking on $28 trillion in U.S. Treasury debt.

80% of all dollars in circulation have been printed since 2020 https://t.co/rajx6pSWIi pic.twitter.com/0oMIyveBwT — Inverse Cramer (@CramerTracker) January 8, 2025 (Bloomberg) — The 20-year Treasury bond offered a grim warning as a selloff fueled by inflationary angst gripped global debt markets: 5% yields are already here. The 20-year yield, a laggard on the US government …

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China’s 30-year yield at 1.854% signals deflation, lost decade fears. Lack of trust in stocks and real estate drives Chinese bond surge.

China 30 year continues to drift lower, yield 1.854%. Deflation and the lost decade are real possibilities. With over capacity in manufacturing it’s only a matter of time before deflation reached the west. pic.twitter.com/GUzESzA0QB — James E. Thorne (@DrJStrategy) January 8, 2025 🚨DEFLATIONARY IS COMING TO CHINA🚨 China's economy has seen deflation for 6 STRAIGHT …

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Bonds are about to seriously break sh*t, and you are all totally unprepared… Bond market, once “Vigilantes,” now “Patriots,” re-pricing money wisely.

WHAT IF…. We crash the housing market to make it affordable again. — COAL SH00TER (@ShooterCoal) January 8, 2025 The Bond Market appears to be doing the work the Fed has refused to do.. that is, responsibly pricing the cost of money. We used to term this activity "Bond Vigilantes". Given the circumstances, we would …

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The Fed lost control of the bond market, with Cryptos, MicroStrategy, and unprofitable companies still thriving. The 1920s saw the greatest stock rally, followed by the worst crash in history.

This scenario isn’t just about market dynamics; it’s a warning sign. With the Fed seemingly powerless over the bond market, and with investments in everything from digital art to unprofitable tech ventures defying gravity, we might be in for a rude awakening, much like the one that followed the 1920s. Im just going to call …

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Saylor milking the markets beyond recognition… List of serial convertible bond issuers

Saylor milking the markets beyond recognition. We all know how it ends. https://t.co/TMNYG4PtDS — The Great Martis (@great_martis) January 4, 2025 Is crypto used by Americans for non-speculative reasons? The Fed recently surveyed 4,578 people, asking if they had used crypto for payments or transfers in the last 30 days. Only 19 participants (0.4%) said …

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The US Bond Market has now been in a drawdown for 53 months, by far the longest in history. The banking system may break hard.

The US bond market has been in a drawdown for over 52 months, by far the longest in history. Video: https://t.co/PlZ0poWqfU pic.twitter.com/a948poplO9 — Charlie Bilello (@charliebilello) December 27, 2024 The US Bond Market has now been in a drawdown for 53 months, by far the longest in history.https://t.co/l5IYmkf6Ih pic.twitter.com/bGFIn2cMFW — Charlie Bilello (@charliebilello) January 1, …

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China’s economy slows as its 10-year bond yield halves since January, while U.S. treasury yields reach 7-month highs.

China’s $11 trillion government bond market has moved into uncharted territory. As their government rolls out widespread stimulus, yields are hitting record lows. The gap between yields in Japan and China are now at a record low of just ~70 basis points. China is in trouble. pic.twitter.com/j1vrmW6Hxe — The Kobeissi Letter (@KobeissiLetter) December 28, 2024 …

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FED cuts rates, but bond market signals inflation isn’t over, 1973-75 repeat possible. Buckle the f**k up!

FED reassures the market that inflation is over by cutting rates.Bond market reassures FED that inflation ain't over. Shaping up to rival 73' -75' repeat. God help us all. pic.twitter.com/ZiKJ4qazxB — The Great Martis (@great_martis) December 27, 2024 Yields will now keep rising until the equity market collapses. The die is set. — Uncle Milty’s …

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US leverage loan defaults surge, fastest pace since 2020 crisis. 10 year bond yield surges over 4.6%

10 year bond yield surges up to 4.611% 💀 — QE Infinity (@StealthQE4) December 24, 2024 ⚠️US LEVERAGE LOAN DEFAULTS ARE SKYROCKETING⚠️ US firms are defaulting on junk loans at the fastest pace since the 2020 CRISIS. This comes as firms took MASSIVELY on debt during the low rates environment in 2020 and now are …

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Rising bond yields despite falling inflation and macro momentum signals worst-case scenario. Many investors lack recession experience, leading to a warped understanding of risk.

It cannot also just be weird flows in thin markets currently. But I dislike when bond yields trade UP, when macro surprises are clearly SOFT — Andreas Steno Larsen (@AndreasSteno) December 23, 2024 Excellent read. Too many investors today have never lived through hard times or a recession thus their understanding of “risk” is completely …

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China’s 2-year government bond yields drop below 1%, economy is rapidly slowing. Second largest economy in world DEFLATING now.

For reference, Chinese yields are already lower than during the peak of the Great Financial Crisis and the pandemic meltdown. Something huge is happening in China – and we should pay attention. 2/ pic.twitter.com/zwWT9y7jsQ — Alf (@MacroAlf) December 20, 2024 The Chinese private sector debt as a % of GDP has exploded north of 200%, …

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Peter Schiff: Philly Fed survey plunges to -16.4; rising costs, falling revenues signal stagflation. Jim Bianco: If bonds lose faith in the Fed, yields will surge.

The December Philly Fed Manufacturing survey was another disaster, collapsing from -5.5 to -16.4, versus an expected rise to +2.8. This is the weakest level of the year. More problematic, prices paid jumped while prices received fell. All signs point to #stagflation. Sorry, Fed. — Peter Schiff (@PeterSchiff) December 19, 2024 The markets still don't …

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China’s economy faces its largest financial collapse, with bonds yielding under 2%, banks insolvent. Limited credit demand in China drives bond buying, not QE.

This isn’t bullish as many claim. What’s happening is there’s limited demand for credit/leverage in China. Yet, b/c banks are sitting on liquidity, they are piling into Chinese bonds, which is driving rates on these bonds lower. While some are saying this is QE, THEY ARE WRONG. https://t.co/rIH1RNoXkP — Gordon Johnson (@GordonJohnson19) December 17, 2024 …

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Trump is being handed a ticking time bomb… Bond markets could force him into a fiscal slowdown, just like Clinton.

History may not repeat, but it certainly rhymes. Trump is being handed a ticking time bomb… pic.twitter.com/yeRbdseDTy — E.J. Antoni, Ph.D. (@RealEJAntoni) November 13, 2024 My best guess is Trump is going to be forced to slow things down by the bond market. See Bill Clinton in 1992 if you wanna see the power of …

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Breaking — Letitia James asks judge to void Trump’s $175 million bond. Bond approval deadline is Monday at 5 pm.

The New York Attorney General’s office asked a judge to void a $175 million bond posted by former President Donald Trump to secure a much larger monetary damage award in his civil business fraud case. The Attorney General’s office in a court filing said Trump and other defendants in the case had failed to show …

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Global Economic Collapse Imminent – Bond Market Failure

by Chris Black https://www.forexlive.com/news/why-the-signals-from-the-bond-market-are-truly-terrifying-20231012/ [The sum of all bond market fears is that the combination of deficits, QE, ultra-low rates and a general market mania (think NFTs, crypto and meme stocks) built a house of cards in the global economy that’s just starting to crash down. Yes, silly season has been over for awhile but …

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