Equity bounce as expected but the magnitude of the 10yr move is wild. 3.86 to 4.23 since Friday. Feels like the market is pricing in foreigners boycotting US bonds. 2yr also a fairly large move back up. Market pricing lost confidence in US due to Administration incompetence. - ThreadSky

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scaramucci.bsky.social • 52 days ago

Equity bounce as expected but the magnitude of the 10yr move is wild. 3.86 to 4.23 since Friday. Feels like the market is pricing in foreigners boycotting US bonds. 2yr also a fairly large move back up. Market pricing lost confidence in US due to Administration incompetence.

Comments

babs05.bsky.social•52 days ago

I was wondering about this. Any lessons learned from Brexit and Liz Truss?

azzuro112.bsky.social•52 days ago

Due to administrative incompetence and a long list of many other failings. It's hard to find one, just one good thing to say about this so-called Republican Party. It's time to scrap the two party voting system because, as far as I'm concerned, the Republican Party is dead.

raventerp1.bsky.social•52 days ago

Still a downward trend in equities IMHO. Lagged economic effects have yet to be felt, including the retaliatory tariffs by other countries. And tariffs have nothing to do with the fact that customers in other countries are boycotting American products.

takoslo.bsky.social•52 days ago

People are running from the US stock markets because you are totally unpredictable. Dont expect them to consider US treasuries as a safe haven. Trump will soon order someone to manipulate economic data to avoid to look like a fool (too late though). And that would be good night to the Treasuries.

newross.bsky.social•52 days ago

It won't be long before the Administration walk away from federal debt owed to foreigners. Vance already linked the tariffs and the debt. Not sensible for foreign entities to hold more than absolute minimum necessary federal debt.

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