long-duration Archives - Citizen Watch Report

The biggest lie in finance exposed: bonds aren’t safe, and long-duration holders are losing up to 80%. US debt rollover crisis looms as $8 trillion of ZIRP-era obligations hit 4.5%+ rates. Watch US yields carefully.

January 4, 2026 8:15 amJanuary 1, 2026 11:12 pm

People keep calling bonds “safe,” but that’s a straight-up lie. Long bonds in 2021 looked boring and secure, but inflation turned them into a nightmare. “Bonds are a safe-haven asset” is one of the biggest lies in financial markets. Bond performance is heavily dependent on the inflationary environment. – Disinflation -> bonds up– Inflation -> …

Why long-duration, low-coupon treasury bonds are about to return 25%

November 21, 2023 9:19 pm

by Tendie_Tube As we know, the prices of existing bonds go up as interest rates fall. Some of us even know that the sensitivity of a bond’s price to changes in interest rates is known as duration. Finally there is convexity – which is the curvature in the rate of change in a bond’s price as interest rates …

The US national debt has increased by $1.8 trillion since the “debt ceiling crisis”. They did it in less than 2 months. At this rate, in 3 months, the debt will be 4 trillion. US Treasury is issuing $102B of long-duration bonds in the upcoming weeks.

July 31, 2023 2:51 pm

by RedditIsOwendByTheWS The government now lives from month to month. soon it will be from week to week. Then from day to day. and finally from hour to hour. Source : Traders Brace for $102 Billion Wave of Treasury Bond Sales – Bloomberg