30-year bond
Both guests describe the long end of the bond market as under sustained pressure, with inflation, fiscal expansion and currency concerns undermining the appeal of long-duration government debt. Michael Pento specifically argues that a 30-year bond yielding 5-something percent is unattractive if inflation could return to 9% or higher 1. Alex Krainer likewise expects bond-market weakness to be tied to geopolitics, monetary creation and negative real returns, favouring real assets instead 2.
From the window to Oct 7, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
1 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 1 mention
See what your own voices say about 30-year bond, every morning.
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