The bond market reaction to the tariffs & instability is a growing concern. “Freak sell-off of ‘safe haven’ US bonds raises fear that confidence in America is fading” “The fear is the U.S. is losing its standing as the safe haven, our bond market is the biggest and most stable in the world, but when you add instability, bad things can happen.” That could be bad news for taxpayers paying interest on the ballooning U.S. debt, consumers taking out mortgages or car loans — Similarly, the 30-year yield jumped 3 basis points the highest level since January but the biggest weekly surge for the 30-year yield since 1982.” https://apnews.com/article/treasurys-bond-market-yield-tariff-46b4818710f01b8cc93fd002081167b0
When we look back on the decline of America, the last month will be the inflection point. Anyone who understands economics and geopolitics is watching a slow motion train wreck unfold. Starting with the abandonment of the dollar, which is the single biggest source of our strength. No one wants any part of an asset that’s subject to wild swings at the whim of one man. Nor do they want to invest in an economy that has absolutely zero forward certainty. Our entire system right now is tweet dependent. It’s the very definition of insanity, and it’s being met with thunderous applause. Dollar slides with investor confidence shaken in safety of US assets
Not sure exactly how "slow motion" this derailment is. To me it looks more like retard Trump and President Musk are rushing us head-long into a complete and irreversible disaster.
“The market is re-assessing the structural attractiveness of the dollar as the world’s global reserve currency and is undergoing a process of rapid de-dollarization,” Deutsche Bank strategist George Saravelos said in a note to clients Friday. Investors are growing concerned about a U.S. asset exodus as Treasuries and the dollar decline like I said, permanent damage that we may never recover from. But hey, we’re tough. So it all evens out right?
