Bonds 06 (Oct 23 - Dec 26)

[behappyalways]

Buyers Strike Arrives: Foreign Demand For 2Y Treasury Auction Craters To 2 Year Low
https://www.zerohedge.com/markets/buyer ... 2-year-low

[behappyalways]

Japan 40Y yield
https://x.com/zerohedge/status/1921375815930974245

[behappyalways]

Japan's 40-year bond yield just jumped to 3.47%, its highest level in 2 decades
https://x.com/Barchart/status/1923229320618692761


Can’t stop the decline of US debt?
The snowball of borrowing new money to repay old debts is getting bigger and bigger! It will exceed 10 trillion next year!
57% of strategists no longer regard it as a safe-haven asset...
【CC字幕】美債續跌止不住？陳鳳馨：借新還舊債務雪球越滾越大！明年破10兆！57%策略師已不再視為避險資產⋯【Yahoo TV ＃風向龍鳳配】
https://m.youtube.com/watch?v=A96BEN2HclA

[behappyalways]

30-Year Treasury Yield jumps to 5% - Painful Sunday Night folks
https://x.com/Barchart/status/1924313121520333135

[behappyalways]

Term premiums should rise from here
https://x.com/Mayhem4Markets/status/1924442431849709858

[behappyalways]

JAPAN 20-YEAR BOND SALE DRAWS WEAKEST DEMAND RATIO SINCE 2012
https://x.com/zerohedge/status/1924672279197122610


Oh boy. Japanese bond yields are surging after the worst 20-year auction since 2012. This drove yields on the 20-year and 30-year to levels not seen in a quarter century
https://x.com/Mayhem4Markets/status/1924784126915199306

[behappyalways]

The bond market is the backbone of all markets. Paying attention to certain market actions can tell you a lot about the supply-demand picture, and whether it’s at risk of breaking down.
https://x.com/RayDalio/status/1925294470419149209


Japan's 40-year bond yield hits 3.63, an all-time high
https://x.com/Barchart/status/1925370124174856616

[behappyalways]

Japan Panicks As Yields Explode, Will Trim Super-Long Bond Issuance To Calm Market
https://www.zerohedge.com/markets/japan ... ize-market

[winston]

The Most Dangerous Chart in the Markets

by Jeff Clark

As bond prices fall, longer-term interest rates rise. And, rising rates are bad news for stock prices.

The Federal Reserve Board sets the target for short-term Federal Funds interest rates. That’s the rate most folks expect the Fed will cut two or three times this year.

Bond investors determine what happens with longer-term interest rates.

TLT has been falling for six straight weeks.

Now it looks like TLT is set to lose the support of the $84 level. If that happens, we could see a quick drop to the October 2023 low near $78.

That would put long-term interest rates near 5.6%, or even a bit higher. We haven’t seen long term rates that high in 20 years.

And, it’s happening at a time when the US Treasury has to refinance trillions of dollars in maturing debt, and when the US Government is trying to pass a budget that will add trillions more to the deficit.

One of these assets is due for an epic reversal. Either Treasury bonds need to rally to catch up with the action in stocks, or stocks are going to be pulled down to match the action in bonds.

Source: Jeff Clark Trader

https://tradesoftheday.com/2025/05/28/t ... e-markets/

[behappyalways]

It's Treasury Vs The Fed: With Fed Sidelined, Bessent Unleashes Record $10 Billion Bond Buyback
https://www.zerohedge.com/markets/its-t ... nd-buyback