Bonds 06 (Oct 23 - Dec 26)

[behappyalways]

Druckenmiller Warning: The Bond Market Already Priced It
https://www.zerohedge.com/markets/druck ... -priced-it

[behappyalways]

Japan Sold Almost $90 Billion In Treasuries To Fund Record Yen Intervention
https://www.zerohedge.com/markets/japan ... tervention

[winston]

What is causing the global bond sell-off?

India, where growth is blistering, hints at the answer

Source: Business Times

https://www.businesstimes.com.sg/opinio ... -bond-sell

[behappyalways]

Treasury Yields Surge After Bessent Disappoints Market With Small Buyback Size
https://www.zerohedge.com/markets/treas ... yback-size

[behappyalways]

A good watch

Bessent claims "I'm the house," but in reality, he's out of ammunition! Can the US Treasury's small-time tactics stop the market's big whales?

貝森特稱「我是莊家」實則彈盡糧絕！美財政部小蝦米手段抵擋不了市場大鯨魚？陳鳳馨全解析【Yahoo #風向龍鳳配】｜CC字幕
https://m.youtube.com/watch?v=dzkQYty95 ... p=2AEDkAIB

[behappyalways]

Japanese Bond Yields Surge To 30 Year High On Report Tokyo May Hike Defense Spending To 3.5% Of GDP
https://www.zerohedge.com/markets/japan ... ing-35-gdp

[behappyalways]

These Are The Countries Where Bond Yields Are Rising Fastest
https://www.zerohedge.com/economics/ran ... ng-fastest

[behappyalways]

A Repeat of the Euro Debt Crisis Nightmare? France’s Debt Approaches €3.6 Trillion, Facing Fiscal...
https://m.youtube.com/watch?v=QCCtBk626sc

[behappyalways]

This pretty chart paints an ugly picture!
https://x.com/AyeshaTariq/status/2105613022047928748


Debt Crisis Back? European Bond Markets Crash, CDS Explode Amid France Budget Panic Contagion
https://www.zerohedge.com/markets/debt- ... -contagion

[winston]

The rate cut that never came, and the case for bonds

When – and not if – equities eventually wobble, the diversification benefit will be needed most

Professional forecasters still get the next rate move wrong often enough that building a portfolio around “what the Fed will do next” is a literal bet.

by Samuel Rhee

The Fed sets only the overnight rate.

The long end of the yield curve is set by the market, and the market is being asked to absorb a great deal more than Treasury bills.

Alphabet, Amazon, Meta, Microsoft and Oracle had issued around US$220 billion of bonds by mid-August this year, roughly three times what they raised in all of 2025. Because data centres are expected to last for decades, much of this debt is long-dated.

Bonds are likely the most hated asset class right now together with private credit.

Source: Business Times

https://www.businesstimes.com.sg/wealth ... case-bonds