treasuries

Strongly bearish

• JMJonny Matthews | SuperMacro · on the show, speaker unnamedStrongly bearish Matthews has been consistently short treasuries and says today was payoff day. “We have been banging the drum about staying short of treasuries – couldn’t have been clearer in the podcasts – and today was payoff day.” Open the post Payoff Day The latest S&P Global composite PMI f… · 23 Sept

Bearish

• TKThe Kobeissi LetterBearish Seasonality and history suggest Treasuries will keep falling in October. “History says Treasuries are likely to face more pressure.” Open the post Treasury seasonality points to further weakness … · 30 Sept
• DODoombergBearish Doomberg argues the weaponization of the dollar system has destroyed treasury neutrality, so many countries won't buy them at any yield. “at what yield does it make sense to own treasuries? For many countries, it doesn't make sense no matter the yield” ▶ 7:42 DOOMBERG | All roads lead to the printer! · 27 Sept
• JWJoseph WangBearish There is no crowding out of treasuries from AI issuance. “just crowding out, that seems to me to be very obviously wrong” ▶ 13:15 Markets Weekly September 26, 2026 · 26 Sept
• PSPeter SchiffBearish Schiff says foreign central banks are divesting Treasuries and dollars, and the trend will continue. “They're divesting of US treasuries and dollars for many reasons” ▶ 19:21 PETER SCHIFF | The Federal Reserve is going to h… · 25 Sept
• DCDCPBearish DCP expects yields to keep rising, with 10-year at 5.75-6.25% and 30-year at 6.25% or higher. “six and a quarter five and three quarters to six percent on the 10-year six and a quarter and higher on the 30-year” ▶ 41:08 The Bond Market Pain Isn't Over | Weekly Roundup · 25 Sept

Bullish

• JCJeffrey ChristianBullish In a riskier world money naturally shifts into the least risky assets, US Treasuries. “money would be shifting into the least riskiest assets, which are U.S. Treasuries” ▶ 13:57 Gold Is Getting Crushed—Is This The Start Of A B… · 29 Sept

Strongly bullish

• CVChris VermeulenStrongly bullish Yields on the 5-, 10- and 30-year Treasuries are breaking out to dramatically higher levels. “it is breaking out and starting to run to the upside. It is pointing to potentially six and a half yield as the first level” ▶ 2:06 ‘Panic Selling’ Today: Yields To 8%, Gold To $3,… · 28 Sept
• KMKeith McCulloughStrongly bullish He sees a lot more upside in 10-year and 2-year yields, with the 2-year rising faster. ▶ 8:07 2027 Market Bloodbath: Worse Than 2022's Bear Ma… · 24 Sept