10 year bond yield jump above 4.52%

这次是白天。。。

Bond yield这么涨法，任何equity rally can’t sustain

Bond market always smell risk ahead of equity market

不用太过紧张！过去2年里，10年期的国债又不是没有到过4.7，4.9%？当时怎么没有注意？

4.53%is still relatively low in historical perspective.

Think about 6% yields for 10 yr treasury.

今年最高是到过4.8但现在通账预期经济滞胀危险大多了

That is why US should be serious about national debt

是不算高but trend is worrisome

Urgent situation asks for harsh moves

Trump needs to be more decisive

Don’t be fooled by Dems crying foul.

从去年9月起，联储已降息了0.75，基准利率早已不一样了如何能比？

如果利率高于6%，我觉得可以减少地产投资比例。就是怕inflation 飘得离谱。另外，川总不会赖账吧？

How about 10%?

共和党中期选举想赢they better clean their mess now otherwise too late

即使只做股票也要密切关注债劵市场smart money的动向

两年前那个时候，是联储正在加息控制通胀。那个时候通胀很高。目前这个架势又要重复一次？

看下我昨天贴的

the Fed may be hesitant to cut rates with tariffs around the world raising inflation. Its hand may be forced if rates continue to spike and recession fears grow.

 

Even so, while a rate cut could impact short-term rates, it could backfire and fuel a bigger spike in long-term rates as traders speculate a looser Fed will lead to more inflation over the long term.