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Maretus
@maretus
When bond yields look like a shitcoin, you know we’re in trouble.
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Nicklas
@mr-silverback
Who could have of exactly called this would happen? Oh yeah I did.
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Maretus
@maretus
You said that yields were going to go down. This is the exact opposite of what Bessent is trying to achieve. Bond yields going up means people are selling bonds.
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Nicklas
@mr-silverback
Markets don’t like him going hog wild with the tariffs
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Maretus
@maretus
A lot of people think the basis trade is blowing up, whatever that is. Probably taking a hedge fund or 2 with it.
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Nicklas
@mr-silverback
Must be because honestly bonds should be up yields down. This is hugely deflationary. Everyone going broke and all lol
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Maretus
@maretus
People were saying it was China dumping bonds but then Japan central bank set an emergency meeting today. Who knows anymore 😂
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