government bonds
Government-bond yields rose sharply across major markets, with commentary attributing the move variously to stronger growth, inflation and oil shocks, fiscal concerns, heavy supply, and a more price-sensitive investor base 2614. Several investors now see higher yields as attractive value, including Jim Bianco and Jared Dillian, while other reporting highlights continued caution toward long-dated debt and losses for recent European and UK bond buyers 31117. The evidence also points to changing demand, including greater interest in shorter maturities and possible reductions in government-bond holdings by large institutional investors 91316.
Where the voices land
All voices 2 voices2 bullish
Bullish
- ALArthur LafferBullish Laffer attributes the global bond sell-off to higher real returns on capital, not higher inflation. “The sell-off uh in bonds i do not think reflects higher inflation i think it reflects higher real returns on capital” ▶ 0:00 Art Laffer On Bond Market MELTDOWN: How Bad Coul… · 24 Sept
Strongly bullish
- JDJared DillianStrongly bullish He is not worried about the bond market at all and is insanely bullish on long-term government bonds. “i am not worried about the bond market at all i'm insanely bullish” ▶ 2:11 “I’m Insanely Bullish on Bonds” | Jared Dillian … · 3 Sept
2 bullish
Also asked
Valuation 1 voice← expensive · cheap →1 cheap
Strongly bullish
- JBJim BiancoStrongly bullish Bianco says you can get the same attractive yield in government bonds with almost no credit risk. “you can actually get that in government bonds right now with almost no credit risk. So look at that as being very attractive” ▶ 43:32 How The Bond Market Can ‘Wreck’ Every Other Asse… · 28 Sept
Mentions
17 in September 2026Stories 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
- Bloomberg 5 mentions
- David Lin 2 mentions
- Michael Pettis 1 mention
- Walter Bloomberg 1 mention
- Jack Farley 1 mention
- Robin Brooks 1 mention
- Gary Bohm 1 mention
- Fiona Cincotta 1 mention
See what your own voices say about government bonds, every morning.
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