bonds,

Spending slows down, layoffs speed up. Bonds are setting up the ultimate catch-up trade. All the hard data that feeds bonds is looking great (oil prices, housing data, growth data).

And now, it is showing up in the hard data. Credit card transactions began falling in a highly unseasonal manner in the last week of April. Spending slows down, layoffs speed up. It’s just that simple. pic.twitter.com/I7zBVDie5u — Spencer Hakimian (@SpencerHakimian) May 5, 2025 Bonds are setting up the ultimate catch-up trade. All the hard …

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Bessent reveals rapid talks with Japan, EU, India on major economic push… The rate on high yield corporate bonds is coming down

Bessent: We have a process in place. We are working on the big 15 economies. First, we had a fantastic meeting with Japan yesterday. I believe there have been calls with the EU.. and I believe India is also talking — that is moving very quickly. pic.twitter.com/ZudcssnRcR — Acyn (@Acyn) April 17, 2025 The rate …

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We went from +4% expectation in futures yesterday to now please stay green… Eyes on bonds

Eyes on bonds. https://t.co/j0G548Fxg2 pic.twitter.com/RyidKLwD3y — The Great Martis (@great_martis) April 13, 2025 BREAKING: The 10Y Note Yield rises back above 4.50% at the open. The bond market is in control. pic.twitter.com/sfPGBjEWvr — The Kobeissi Letter (@KobeissiLetter) April 13, 2025 The main market theme over the next few weeks will not be tariffs, but the …

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New York’s pension system is heading toward disaster, with millions tied up in risky “Israeli bonds.”

Brad Lander’s decision to divest from government bonds is both politically motivated and financially reckless. With the state already sinking under massive debt, New Yorkers are facing a retirement nightmare. NYP: NYC Comptroller Brad Lander accused of ‘divesting’ pension funds from Israel It’s a tale of two investment strategies. New York City Comptroller and mayoral …

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Is Trump’s tariff war just a clever move to tank European bonds for U.S. inflation control?

He’s playing a dangerous game, using Europe as a pawn. Is Trump's tariff war a deliberate strategy to tank European bonds for U.S. inflation control? He mentioned rates falling significantly during the State of the Union speech. Either way, orchestrating a local market collapse (US) to implode Europe will have significant global… pic.twitter.com/m3gS4T4wrp — The …

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Bonds colapsing and DAX going record up

Bonds colapsing… And dax going record up as euro keeps getting bid like Crazy.. something fucked up is happening https://t.co/Q0ziX4A03k — Templar (@GingkoPT) March 5, 2025 ⚠️ JUST IN: *EUROPEAN STOCKS RALLY ACROSS THE CONTINENT ON GERMANY'S FISCAL BAZOOKA PLANS; DAX SOARS 3.7% 🇪🇺🇩🇪🇫🇷🇮🇹🇪🇸🇳🇱🇬🇧 pic.twitter.com/yGe7T33Aor — Investing.com (@Investingcom) March 5, 2025

Japan can’t sustain a 10-year yield at 1.1% while long-term bonds rise; currency is set to weaken. BOJ YCC in action

Yikes. So how can Japan keep their 10 year bond yield at 1.1% with their 30 year bond ripping higher? Their 2 year bond yield is .6% None of this seems sustainable Their currency will get trashed. https://t.co/zRpxIojQl6 — QE Infinity (@StealthQE4) January 15, 2025 And yet isn’t enough… JGB 30Y yield now rising to …

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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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Current asset bubble, encompassing stocks, bonds, real estate, and crypto, dwarfs previous crises. Trump ringing the bell at the NYSE began the bear market.

And everyone wants Trump or Bitcoin to save them…Madness of crowds and all — Чассен Комарова (@RUBICONCROSS2) December 27, 2024 BREAKING: Analysts warn Bitcoin will crash to $60,000 — WF (@WhaleFUD) December 27, 2024 Credit card debt hit another all time high. If you look at the second chart (red line) you’ll notice an interesting …

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Xi must stabilize property market before reigniting growth; $13trn inventory crisis looms. A massive $133 BILLION worth of Chinese builders’ bonds have defaulted over the last 5 years.

We explained the property bubble in China and its many negative implications in 7 episodes here… 2/2https://t.co/43I3QXuRVQ — Alexander Stahel 🌻 (@BurggrabenH) December 23, 2024 ⚠️ JUST IN: *CHINA CENTRAL BANK INJECTS 109.6 BILLION YUAN VIA 7-DAY REVERSE REPOS AT 1.50%: STATEMENT 🇨🇳🇨🇳 pic.twitter.com/PxOkJ2acfp — Investing.com (@Investingcom) December 23, 2024 ⚠️CHINA'S REAL ESTATE CRISIS HAS …

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Are stocks overvalued versus bonds? Friday’s market bounce cannot be trusted yet. Q1 2025 peaked for SP500?

⚠️S&P 500 RISK PREMIUM HAS DROPPED TO THE LOWEST SINCE THE DOT-COM BUBBLE BURST⚠️ The difference between the S&P 500 estimated earnings yield (earnings divided by price) and the 10-year Treasury yield fell to the lowest in over 2 decades. Are stocks overvalued versus bonds? pic.twitter.com/OwlMjd45Jo — Global Markets Investor (@GlobalMktObserv) December 23, 2024 Is …

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Fed rate cuts fail to lower 30-year mortgage rates, likely worsening. Credit spreads widened before and after the Fed meeting, reaching stress level. Cattle ignoring bonds.

1. The thought is the Fed could make homes more affordable by cutting interest rates So far, mortgage rates are doing opposite, and rising instead Why? Because mortgage rates move with the yield on the 10-year Treasury, which has surged this week pic.twitter.com/zk0c3UJi9Y — Michael Burry Stock Tracker ♟ (@burrytracker) December 20, 2024 3. A …

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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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Cap rates aren’t competitive, making real estate less attractive than bonds.

A theory for why CRE closed-end fundraising has fallen off a cliff: Cap rates and stabilized yields in real estate just aren't attractive compared to other asset classes. In many cases, quasi-government lending entities (Fannie and Freddie) in the multifamily space are getting… pic.twitter.com/Hv29TlLx2j — Shashankh Aryal (@aryal1994) December 17, 2024 TLDR: Real estate cap …

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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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Bonds are sending a signal: Don’t push it!

I didn’t mention the tariffs too. Ran out of characters lol — QE Infinity (@StealthQE4) November 14, 2024 This rises until the stock market breaks. and break it shall https://t.co/jrqI19fdH2 — Darth Powell (@VladTheInflator) November 13, 2024 Extreme worrisome. pic.twitter.com/aLmz6cf56M — The Great Martis (@great_martis) November 13, 2024 US debt ‘set to explode’ under Trump …

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Market optimism on inflation ‘misleading’; Bond erosion accelerating; Druckenmiller is now shorting Treasury bonds with 20% of his Duquesne Family Office’s portfolio.

Druckenmiller recently announced at a conference that he is shorting U.S. Treasury bonds, and these bets now account for 15% to 20% of his portfolio. https://www.fool.com/investing/2024/10/20/does-stanley-druckenmiller-know-something-wall-str/ ✅Market optimism on inflation is ‘misleading’ byu/Fun_Balance_1809 inu_Fun_Balance_1809 Inflation is not dead, it’s just resting LONDON, Oct 18 (Reuters Breakingviews) – Over the past three years inflation has gone …

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For the first time in 22 years, bonds are yielding more than stocks

For the first time in 22 years, bonds are yielding more than stocks pic.twitter.com/gbNoWzaLGT — Win Smart, CFA (@WinfieldSmart) October 15, 2024 This suggests investor concerns about economic growth, rising interest rates, or market volatility, prompting a preference for the relative safety of bonds. It may also reflect lower confidence in the future earnings potential …

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Bonds reveal rising inflation and economic weakness risks; Gold outperforms S&P 500.

The bond market does not believe the Fed. Bonds signal inflationary and economic weakness risk is rising. via Bloomberg Stagflation… — Northstar (@NorthstarCharts) October 12, 2024 Gold beats the S&P 500 this year as investors discount more currency destruction Graph via Bloomberg pic.twitter.com/kf7nV9VhvZ — Daniel Lacalle (@dlacalle_IA) October 11, 2024

The largest gap we’ve ever seen in Corporate Bonds vs 20yr Treasuries. What could go wrong…

The largest gap we've ever seen in Corporate Bonds vs 20yr Treasuries. What could go wrong… https://t.co/YPzmmJ8EXB pic.twitter.com/xUZKPGBNsS — Financelot (@FinanceLancelot) September 12, 2024 Here’s currently an unusually large gap between corporate bond yields and 20-year Treasury yields. This situation is quite rare and typically signals heightened market stress or uncertainty. Implications: Increased Risk Perception: …

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Banks are able to hold those bonds until they mature, this chart is a nothingburger.

Banks hold bonds, and when interest rates rise, the value of those bonds in the secondary market decreases, leading to a reduction in their book value. This results in banks showing unrealized losses in their portfolios. However, unlike stocks, bonds, when held to maturity, recover their full value as the bond issuer returns the original …

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“Gold has outperformed Treasury bonds by 100% since March 2020, amid rising government spending.

2/ US government bonds have broken below a 40-year uptrend After experiencing one of the most aggressive bear market since the 1980s pic.twitter.com/FTPZvQuipe — Bravos Research (@bravosresearch) August 28, 2024 4/ Since March 2020, gold has outperformed Treasury bonds by +100% coinciding with rising government spending Government expenditures have gone from $3.4 trillion to nearly …

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Risk appetite hits one-year low at -10% in August; investors shift to bonds, cash, healthcare, as VVIX sees historic decline.

Risk appetite has fallen for a third successive month in August … down to a one-year low of -10% in August from -5% in July pic.twitter.com/s9jGWi2DOw — Win Smart, CFA (@WinfieldSmart) August 14, 2024 Investors increased allocation to bonds, cash, and healthcare … and reduced allocation to equities, Japan, Eurozone, and materials pic.twitter.com/z1TKlEbaF2 — Win …

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