LynAlden on Nostr: Many people ask why. The short answer is because nothing stops this train. The longer ...
Many people ask why.
The short answer is because nothing stops this train.
The longer answer is that 1) the rest of the world isn’t buying as many Treasuries anymore, 2) investors prefer cash to Treasuries, and 3) there are now balance of payments issues and so the United Stated has EM-like characteristics where stocks and bonds can struggle together due to capital outflows.
The fact that bond yields are UP today is the most noteworthy thing, imo.
Published at
2025-04-07 21:30:51Event JSON
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