🇺🇸#monetarypolicy #us #bonds #macro
the real yield of US Treasury bonds = max since 2008

⚠️🌎#bonds #world #debt #macro
the global government bond market has hit a turning point: junk-rated debt now exceeds top-rated debt for the first time — Fitch

✴️🇺🇸#bonds #us #crypto #defi
Cryptorank: US bonds offer a higher yield than major DeFi protocols = threat to the crypto market

⚠️🇺🇸#stocks #bonds #us #history
MacroEdge: the last time stocks were this pricey versus debt was during the dot-com boom - that was followed by a 50% crash in the S&P 500

⚠️🇺🇸#stocks #bonds #us #opinion #sentiment
billionaire Howard Marks highlights that bond yields are now on par with those of stocks. He recommends shifting from stocks to bonds.

⚠️🇺🇸#stocks #us #bonds
for the first time in 22 years, U.S. stocks have become less attractive than bonds
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earlier: billionaire Howard Marks recommends shifting from stocks to bonds

❗️🌎#bonds #em #us #macro
BBG: an unlikely aberration has taken place in global bond markets for the first time on record: yields on emerging-market bonds in local currencies have fallen below US Treasuries = threat EM markets

⚠️🇺🇸#bonds #us #recession #history
BBG: this is the swiftest rise in U.S. government bond yields in 40 years. Historically, such rapid increases have frequently coincided with recessions
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BofA: bonds to ‘rally big’ in 2024 amid recession

🇺🇸#bonds #us #sentiment
an increasing number of strategists anticipate further recovery in the U.S. bond market — BBG
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Bloomberg Intelligence: US treasuries are poised for double-digit returns in 2024

Barrons: time to buy US bonds

Bill Ackman, recently closed out his bets against US Treasuries

Billionaire Druckenmiller has 'massive' bullish bets on U.S. Treasuries.

Vanguard is bullish on longer-dated US Treasuries

earlier: global fund managers are very bullish on bonds

🇺🇸#bonds #us #history
BofA: US Treasury oversold = historical highs
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earlier: US bonds to ‘rally big’ in 2024 amid recession

earlier: an increasing number of strategists anticipate further recovery in the U.S. bond market