bond market
The dominant discussion was that bond yields have risen sharply and volatility has intensified, with the US 10-year above 5.30% and the 30-year above 5.60%, while fixed-income ETF activity has surged. 5 Several speakers linked the rise to inflation, deficits, debt supply, fiscal dominance and competition from AI borrowing. 471017 Views diverged sharply over whether this represents a bond-market crisis: some see deteriorating confidence and eventual disorder, while others say credit-market indicators do not yet confirm a crisis and expect yields to collapse.
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 high risk
High risk
- PBPeter BerezinHigh risk Warns that a French fiscal crisis would have vast fallout because France has Europe's biggest bond market. “France has the biggest bond market in Europe, so the fallout from such a crisis would be vast.” Open the post As late as 2010, the total fertility rate in Fra… · 8 Oct
1 high risk
Mentions
16 this weekStories it travels in
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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
- David Lin 3 mentions
- Walter Bloomberg 2 mentions
- Gary Bohm 2 mentions
- Adam Taggart 2 mentions
- Wolf Richter 1 mention
- Robin Wigglesworth 1 mention
- John Feneck 1 mention
- Robin Brooks 1 mention
See what your own voices say about bond market, every morning.
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