US treasuries

Strongly bearish

• BJBrent JohnsonStrongly bearish Bond prices would fall and the world would rotate out of Treasuries into gold, which is exactly what happened. Open the item How to Prepare your Portfolio for the Possibilit… · 13 Sept

Bearish

• LGLuke GromenBearish Everyone turns a seller of long-term Treasuries, leaving only the Fed with printed money to buy. Open the item Medium-to-long term thoughts on LT USTs, etc. · 14 Sept
• ABArnaud BertrandBearish The Saudis may soon be forced to sell US Treasuries to cover oil losses, an inverted petrodollar situation. “instead of recycling oil profits into US Treasuries, they'll be forced to sell them to cover oil losses” Open the post The Saudis confirm the attack on their pipeline … · 12 Sept
• BEBob ElliottBearish Japanese selling of notes is putting pressure on the Treasury curve belly. “Japan, the world's largest holder of US Treasuries, is selling notes to finance their interventions, putting pressure on the curve belly.” Open the post Japan, the world's largest holder of US Treasuri… · 7 Sept
• TKThe Kobeissi LetterBearish The AI-driven debt boom is pushing Treasury yields higher, weighing on Treasury prices. “We believe the AI debt boom is now driving Treasury yields higher.” Open the post We believe the AI debt boom is now driving Treas… · 5 Sept

Bullish

• JBjeroen bloklandBullish Blokland expects bond yields to come down in the not-too-distant future, supporting Treasury prices. “assuming that bond yields will come down in the not-too-distant future, and I do” Open the post Today, the 30-year UK bond yield dropped 12 basi… · 17 Sept