bond
September 2026Live view →
Where the voices land
All voices 4 voices3 bearish1 bullish
Strongly bearish
- LGLuke GromenStrongly bearish Gromen argues AI's capital demands are driving a bond singularity — a collapse in the bond market — before any AI singularity arrives. “AI is driving a bond singularity before it drives an AI singularity.” Open the post September 1, 2026 edition of FFTT: "AI is drivin… · 25 Sept
Bearish
- BJBrent JohnsonBearish Adding a bad bond to a tranche is a sign of deteriorating quality in the bond market. “If you add one more bad bond to a tranche it makes it more diversified and can then be marketed as Triple A.” Open the post If you add one more bad bond to a tranche it mak… · 16 Sept
- RBRobin BrooksBearish Brooks describes a global bond sell-off, with the euro zone the weakest link. “The Euro zone is the weakest link in the global bond sell-off.” Open the post The Euro zone is the weakest link in the global … · 10 Sept
Bullish
- PBPeter BerezinBullish Bond yields are headed higher over the longer term, aside from a temporary drag from an AI capex bust. Open the post On Friday, I published a special report that dev… · 6 Sept
3 bearish1 bullish
Mentions
87 in September 2026Mon 31Mon 14 · 8Thu 1
Stories 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 32 mentions
- Robin Brooks 15 mentions
- Gary Bohm 6 mentions
- The Kobeissi Letter 4 mentions
- Walter Bloomberg 3 mentions
- Joseph Wang 3 mentions
- Eric Balchunas 2 mentions
- jeroen blokland 2 mentions
See what your own voices say about bond, every morning.
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