Bonds Social Media and Updates
Bonds Social Media and Updates
Bonds Pulse
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
It's "off topic" for Macro Tourists this morning, but its still happening Japanese Bond Yields ramping to new #Quad3 Cycle Highs as markets price in higher inflation https://t.co/tz4Pb6zTgP
Uncertainty over how the Iran war will affect the global economy is stirring volatility in interest-rate swap markets https://t.co/6hCS7QWGmZ via @highisland https://t.co/GLOEYbXZko
This is a high-stakes week for the bond market. The recent spike in crude prices - fueled by the conflict in Iran - will show up in March’s inflation data. The consensus on Wall Street is a headline print...
Even with the LTCM drama of the late 1990's, spreads never got above 2.40%, we are at 2.11% today https://t.co/yTyr072f92
OXLC cut its distribution 50%. The price crashed 60%. And the yield is STILL 24%. Here's the catch — and why this CLO equity fund trading at a 16% discount might actually be interesting for the first time in years: https://t.co/oLGHvO4MvQ
A history lesson on spreads and how rare 3% spreads have been in recent history. We never had 3% + spreads during the GFC or Covid We did in 2023, as the Fed was still hiking rates & the SVB crisis was...
Wall Street Braces for 24/7 Trading via Tokenization DTCC intends to tokenize entire $100 trillion asset catalog, beginning with U.S. Treasuries later this year. NYSE Digital Trading Platform (announced Jan 2026): 24/7 onchain trading + settlement of U.S. equities/ETFs, instant settlement,...
Financial advisors: your clients' bond portfolios are probably static. Same exposure in every environment. $JOJO rotates between high yield and Treasuries. That's differentiation. https://t.co/9yp8ZpcIhr
The bond market is telling you what equities refuse to accept. Rate cuts aren't coming. This rally is just a bounce before the binary. https://t.co/Mh5FYZAawT
I keep hearing the word complacency regarding oil prices. Maybe. But the real complacency is in global debt markets. We have an inflationary shock and fiscal policy that - especially in Europe and Japan - is out of control. This...
The 10-year Treasury yield is 4.3% (blue) and looks benign. But 10y10y forward yield (red) is 5.5% and pushing above pre-2008 levels. The global debt crisis waits for no one. Fiscal policy is out of control and geopolitical uncertainty makes...
Inflationary regime... stocks & bonds moving together JPMAM While that means less diversification, it also means higher bond yields vs the 2010s.. when bonds zigged when stocks zagged... it's a trade-off. https://t.co/VNDHInIcmI
While the combination of tariffs and spending cuts in 2025 proved net disinflationary (benefiting USD bond markets), the current dramatic neo-con shift under the Trump administration is the exact opposite - inflationary and negative for bonds
Fixed income: The YTM matters greatly.. 89% r-squared in terms of determining your 5-year return JPMAM https://t.co/b6f4gSRgeA
History says spreads peak 5-7 months after recessions start. Not before. By the time the NBER calls it, the move is done. $JOJO uses leading signals, not lagging labels. https://t.co/aEqM5MShko
