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US 10-year highest yield since 2007 is bad news for almost everybody (#558)
Manage episode 378095731 series 17433
Bad news all round (unless you buying).
Almost 40% of US government debt expires in the next four years and will be re-issued at markedly higher rates, 9x higher in some cases.
Money flowing into US bonds for yield.
- This sees less money entering the stock market
- Sees a stronger US$ (check DXY strength, all currncies weaker against US$)
Hits valuations lower as higher rates makes cash worth less in the future, but so far the market has ignored this fact.
Simon Shares
- The Top40 closed negative for the year on Tuesday. This after being almost +12% in late January and trading at all-time highs.
517 פרקים
Manage episode 378095731 series 17433
Bad news all round (unless you buying).
Almost 40% of US government debt expires in the next four years and will be re-issued at markedly higher rates, 9x higher in some cases.
Money flowing into US bonds for yield.
- This sees less money entering the stock market
- Sees a stronger US$ (check DXY strength, all currncies weaker against US$)
Hits valuations lower as higher rates makes cash worth less in the future, but so far the market has ignored this fact.
Simon Shares
- The Top40 closed negative for the year on Tuesday. This after being almost +12% in late January and trading at all-time highs.
517 פרקים
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