Post

If you've got the time to retirement, BUY now. Worst thing you can do is panic sell btw.

You forgot the big cheese, Putin.

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Maybe a tariff on bonds might help with stability?

U want proof trump is NOT a negotiating genius? AND a stupid 1-dimension "thinker" US bond sales are likely the countries [China especially] that donnie pissed off - dumping their massive holdings of US Treasuries [translation, "Fuck U trump!"] This could crash the markets trump will kill us all

I would guess "FFS"

www.youtube.com/watch?v=KdBN...

NO! Don’t sell . Unless you need the $.

This seems bad.

Thank you so much!

He's too stupid to understand it, but rich people yelling at him is why he caved, yeah. He's breaking everything.

It’s coming.

Took them 50 years to recover last time they tariff rocked the world.

Call your broker. Don’t sell. Call your broker.

I dropped my stocks into bonds just before this mess. And now I’m guess I’m done for anyway. 🤷‍♂️

Not people- governments. Like Japan. They’re fighting tariffs in this manner. Tariffs must go!

I understand nothing about this but I thought Melaniabucks are what gets tucked in her underwear.

Sure there’s lots of random crypto currencies that anyone can make up, but there’s only one bitcoin. In a crisis it will be a safe harbour over a few years.

Yep. Russias been celebrating on state TV.

“Crash course” heh. ISWYDT

So... bad?

glad to explain to a journalist or politician yields were falling because those in the know [as of Friday] were selling bonds, buying US equities bsky.app/profile/tw33...

I'm converting all my Stocks into Beanie Babies, personally

It’s the hedge fund yield arb unwinding. Thats a huge prob bc they were the biggest purchaser of paper in the recent past

Add in unilateral no I'm not paying contacted agreements. .Just flat out refusing to pay . Aka what happens when you refuse to pay any bills. Your credit drops like a rock, and people avoid doing deals where the backer is your wallet.

One possible answer: people (and institutions) are liquidating different asset classes (like bonds, gold, crypto) to fund margin calls on equities.

A pretty good summation of what’s happening.

During Brexit/ Liz Truss this was called the 'moron premium' on UK bonds. US bonds are now subject to this

This is tragic!

Yep. The dollar is going to be worthless.

Foreign nations own $8.7T in U.S. debt (Japan $1T, China $759B, UK $723B). Mass sell-offs could spike interest rates, hurt mortgages, and stall construction

Thank you for explaining this!!

China selling?

long con to shake the world off the dollar for a new multipolar post fiat cryptocurrency system is working

Appears to be hedge funds

Stupid question but why can’t up be up with yields?

All I know is I stopped buying T bills after Pantload won the election and allowed what I had to mature.

translation....that gigantic interest payment we make on our national debt just ballooned to 3-times!

Isn’t it a given that if fewer $ are going out to buy imports, then fewer $ will be coming back in to buy stocks and bonds? So, traders are anticipating this?

Governments--Japan, China, Canada-- are selling treasuries.

Thank you. I just posted requesting an explanation for the novices.

Don’t look now because it is 4.9%.

As a decentralized digital asset, cryptocurrency has the advantages of high security, strong anonymity, and low transaction costs, and promotes the development and transformation of the digital economy.

Thanks for this

Real estate would be a real dumb choice. My bet is gold will protect you the best. Why anyone believes in this evil narcissist is what I spend days trying to understand

I'm no expert but two things: the fed funds rate was a full percent higher, and also what really shocks people is the speed of the change right now.

Worse than I thought.

thank you for that explanation

So yes and no. Yes: the end of usa as an economic superpower. No: The money is just changing where it will go to. The usa will soon become like Russia.

what are banks doing on the derivatives side? they must be rinsing everyone they can on those markets.

Not sure investing in Compact Discs in 2025 is a sound financial decision but...you do you.

Good question. Hope you get an answer soon, as later may be too late

I dropped all my stocks into bonds before this mess. I thought I was ahead of the curve. It seems no one (of the masses) is getting out of this. 🤷‍♂️

this is also because a lot of leverage is used on the basis trade and a bunch of bond hedge fund guys are having a real bad day today

Wait for RFK to start posting the cabbage recipes himself. I like cabbage; do we grow cabbage here?

As of the tiime of this post the yield on Canadian 10 yr bonds is 3.29% and the US is 4.52%. Let that sink in. The US if it sells debt today will pay a higher rate than Canada.

Putting their money under their mattress …

"Investors", or is this a Chinese bondholder selloff, coordinated with the Treason Party (Republican party) and their dictator figurehead, intended to cripple the U.S. permanently? Kind of seems like the natural point for them to launch this attack.

Right but isn’t the read right now that it’s mostly the latter—while bad that’s different than a double whammy of selling off US bonds and equities. (Of course if this keeps up, then that might force more selloffs)

And what happens if China unloads its t-bills? 😬

Please note that on top of that, the exchange rate of dollar is falling. Dollar lost about 6% since the start of year compared to Euro

Risk-free rate, we hardly knew ye

Thanks for the explanation!

Does that mean that, while EU interest rates might potentially weather the storm, basically any other central bank is going to have to jack rates up dramatically? Random family in Peru can't buy a home because a third of americans decided that racism was more important than prosperity?

Thank you. I have never been able to wrap my head around bonds, rates, yields, and all this. Question: if you had an investment that is in a “safe” t-bill money market because you need it for, say, your child’s college education, where do you put that now? Is there anyplace safe? In my pillow?

Thank you for this explanation.

Yuh-oh!

Just a little thing.

So instead of touching a stove, they walked into Chernobyl and tried to fuck the elephant foot.

Many countries do not adjust interest rates to manage inflation, Russia & Argentina to name a few.

Thank you. This was helpful for this financial illiterate.

Could this be a decoupling moment? Another bond / currency takes over (looks at the Euro).

Treasuries which are now functioning as BBB.

Looks like a decoupling for eurobonds? S

This

Oh my fuck if we break the buck we are very much into the cool area

Dont do this to me lol.

Uh, I'm in the exact same spot and I have literally no idea what to do.

Actually the major sellers at the moment are US hedge funds - so we’re seeing the panic start.

China is dumping US Treasuries before maturity to avoid redeeming those themselves... they are afraid of Trump's defaulting them. How long UST can defend THE dollar is to be seen...

What is the risk though? That yields are to low (or will be) compared to fed funds rate.

I saw another post that said China may sell off the Treasury Bonds it hold en masse. What would that mean?

Is it that, or is it hedge funds selling treasuries in order to have cash to meet margin calls?

youtu.be/n1cnjuEiVuE?...

www.youtube.com/watch?v=lfhk...

Grifters Gunna Grift

"People"

When you say ‘people’ substitute that word with ‘China’ and you can see a pattern

Euro is rising against US Dollar www.tradingview.com/symbols/EURU...

Probably a basket of currencies, no obvious replacement for USD. Euro is probably #1 though, especially because Germany just signalled a willingness to borrow money (sell lots of bonds to finance a defense-spending deficit).

Nicely written thread. Automatic follow.

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Honest question: is the way to tell who specifically is selling the bonds? Individual investors, countries?

Non-finance person..Will this fk up my retirement IRA?