bonds

Strongly bearish

• DLDaniel LacalleStrongly bearish Lacalle prefers tech and gold over bonds, implying a negative view on bonds. “Why I prefer U.S. tech and gold over bonds.” Open the post 'I'm afraid of human stupidity, not artificial i… · 30 Sept
• LLLawrence LepardStrongly bearish Lepard says the bond market bottomed years ago and he would not buy a long bond from the United States. “would you buy a long bond from the United States given our income statement balance sheet? I mean, I wouldn't” ▶ 41:35 No Living Investor Has Seen A Time Like This Bef… · 29 Sept
• CVChris VermeulenStrongly bearish Bond prices are in a major bear market with a lot of downside potential. “when you look at bond pricing, bonds are actually falling. They're starting a huge drop. There's a lot of downside potential.” ▶ 7:47 ‘Panic Selling’ Today: Yields To 8%, Gold To $3,… · 28 Sept
• PSPeter SchiffStrongly bearish Schiff says the bond bear market is just starting and will be brutal. “The bond bear, you know, is just starting. And it is going to be brutal.” ▶ 43:32 PETER SCHIFF | The Federal Reserve is going to h… · 25 Sept
• DCDCPStrongly bearish DCP expects the bond market to stay bearish with higher yields until something materially changes. “until I see something materially change, it's still the pain trade with higher yields” ▶ 19:54 The Bond Market Pain Isn't Over | Weekly Roundup · 25 Sept
• LGLuke GromenStrongly bearish Gromen expects bonds to perform terribly in real terms, as they did for decades after 1896. “The ensuing several decades were TERRIBLE for bonds in real terms” Open the post Just read "1873" by Liaquat Ahamed The US bondh… · 24 Sept

Bearish

• QUQuinnBearish Quinn argues the bond market is pricing in that all fiscal paths lead to a more unsustainable position, keeping yields pressured. ▶ 13:47 The Bond Market Pain Isn't Over | Weekly Roundup · 25 Sept
• PCPatrick CeresnaBearish Bond markets are accelerating their crash as yields rocket, and they may have another full level lower to go. “bond markets are almost accelerating their crash to the downside as yields are rocketing” ▶ 50:39 MacroVoices #551 Michael Every: Decoding The Glo… · 24 Sept
• RDRay DalioBearish Dalio says bonds are dropping as long-term rates rise relative to short-term rates. “With bonds dropping and stocks rising, the prospective returns of stocks are now low compared to bonds” Open the post This happens as long-term rates rise relative to… · 11 Sept
• JMJonny Matthews | SuperMacro · on the show, speaker unnamedBearish Matthews warns against buying heavily into bonds now, implying he expects bond prices to fall. “Now is not the time to load the boat with bonds” Open the post Now is not the time to load the boat with bonds … · 11 Sept
• COConksBearish Fundamental drivers are not rosy for bonds once supply concerns fade. “the market will have to return to fundamental drivers, which aren’t rosy for bonds either” Open the post 🥷 ”AI BONDS” AND UST YIELDS the market continu… · 7 Sept

Bullish

• JBJim BiancoBullish He thinks 5.2% on the 10-year may be close to a peak and is starting to look toward getting long the bond market. ▶ 2:39 How The Bond Market Can ‘Wreck’ Every Other Asse… · 28 Sept
• ATAdam TaggartBullish Taggart says the 40-year decline in bond yields has bottomed and yields are now rising, with secularly higher yields ahead. “they have bottomed and they have risen” ▶ 36:27 Is It Becoming A Great Time For Income Investors… · 27 Sept
• DPDario PerkinsBullish Perkins says the surprising outcome would be no rate hike alongside a bond rally, contrary to the consensus view of a selloff. “The outcome that would surprise most people - no rate hike and a rally in bonds.” Open the post The outcome that would surprise most people - no… · 15 Sept
• RBRobin BrooksBullish Long-term government bond yields are rising, driven by the Iran conflict re-escalation and hawkish central bank expectations rather than term premium. “The latest rise in long-term gov't bond yields is due to re-escalation of the conflict with Iran and expectations for more hawkish central banks.” Open the post The latest rise in long-term gov't bond yields i… · 14 Sept
• JBjeroen bloklandBullish Bond yields rose despite the Treasury's expanded buybacks, and markets will keep demanding more. “What did bond yields do? They went UP.” Open the post Bessent learned an important lesson today. Once… · 9 Sept
• Jack FarleyBullish He is inclined to agree with Dillian that demand for bonds will catch up and bond yields will not go to the moon. “So I think that demand is going to catch up. It definitely is.” ▶ 4:01 “I’m Insanely Bullish on Bonds” | Jared Dillian … · 3 Sept

Strongly bullish

• BSBill SmeadStrongly bullish Smead expects fear to drive a wave of bond buying by 55-80 year old investors, pushing rates down. “It will be fear that drives bond investments.” ▶ 5:55 ‘Almost 0%’ Chance Stocks Are Higher In 10 Years… · 27 Sept
• BJBrent JohnsonStrongly bullish Yields are spiking, with the 10-year at 5.16% and the 30-year at multi-decade highs. “It's at the highest point it's been in years, closed at 5.16.” ▶ 27:03 How the U.S. power move in Greenland impacts you… · 27 Sept
• FJFelix JauvinStrongly bullish The bond market wants yields higher and is calling the Treasury's bluff; $6bn of buybacks is not enough. “the bond market wants, the yields want to go higher” ▶ 6:35 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept
• JDJared DillianStrongly bullish He is insanely bullish on bonds, sees current long yields as an incredible deal and has moved a huge portion of his money into them. ▶ 2:11 “I’m Insanely Bullish on Bonds” | Jared Dillian … · 3 Sept