Jonny Matthews focused on sovereign bond dynamics, US Treasury strategy under Bessent, and equity/FX positioning. He argued US nominal growth makes current Treasury yields look unrealistically low and that recent Treasury ‘support’ actions are limited, likely only delaying higher yields 45. He drew parallels between China and Japan’s post‑bubble era and flagged Japan’s debt arithmetic constraints despite recent improvements, while also noting equities’ earnings-led resilience and a narrowing UK‑US rate spread pressuring GBPUSD 12711. He repeatedly criticized Bessent’s interventions and debt management approach, and questioned Warsh’s market credibility 34891012.
On the record
last 31 daysNo positions on the record in the last 31 days — retweets, links and asides don't count, only a view of their own.
Their output
12 in August 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
Nobody in this window.
What they talk about
- Scott Bessent 4 items
- U.S. Treasury 2 items
- US 2 items
- Japan 2 items
- Federal Reserve System 2 items
- net issuance 1 item
- sovereign bonds 1 item
- intervention 1 item
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