ZeroHedge Reads
Alt-Market
AntiWar.com
Bitcoin Magazine
Bombthrower
...holding government bonds now “provides no special liquidity or safety benefit and may instead impose a cost because they use up scarce balance sheet space.”
Government bond convenience yield has turned negative, putting upward pressure on yields across maturities. Higher rates will compress venture funding runways, M&A multiples, and IT capex budgets; tech leaders must reassess headcount plans and cloud infrastructure ROI.
ZeroHedge Reads
Alt-Market
AntiWar.com
Bitcoin Magazine
Bombthrower

"should Japanese bonds go beyond that threshold seen last month, it is likely to send a deeply negative read across to G-10…

Below the bond market's smooth surface, things are starting the crack as a result of the unprecedented reliance on short-term…

Together, these signals may imply upside risk to yields from here...

It's not being bearish, it's basic financial journalism...

How high can we push valuations before something snaps violently?

We're frogs in water that's getting measurably hotter, and it's getting harder to muster the means to jump out of the simmering…