US30Y pushing back to 5% yield

[Anonymous]

Anonymous wrote:It'll be very interesting to see how the next bond auction goes. Will demand evaporate?

There are auctions tomorrow and Thursday, check-in at around 1:30pm. All short term durations, though.

[Anonymous]

I migrated here from Africa 20 years ago. I will never bet against the US. You must live in a poor country to appreciate how impressive this country is. Americans are not stupid. They will always find a way to get through any problem.

Let me ask you guys a question? Tell me one country outside the US where you rather park your money?

[Anonymous]

Anonymous wrote:Can someone explain in simple terms what this means? My perspective is someone holding cash waiting to buy the dip.

Price down, yields up if talking about bonds. I don’t know what vehicle your using, but I would start to scale in here, maybe 15%.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:US10Y year yields also up and are decoupling from Fed policy. Guess it depends how much the fed becomes as buyer of last resort of all this endless debt. Global bonds are up everywhere which suggest the greatest bubble of all time (central bank money printing) has run its course.

Yes, JP started this last fall. US seems to be following. Recent US 10-yr peak was around 5% on 10/23, so at 4.29% today, still got a ways to go to take out the old high. I like the 7-8 year maturities, and scaling-in on those. But, keeping dry powder.

Japan as well as EU own trillions worth of UST.

And China!

[Anonymous]

Anonymous wrote:I migrated here from Africa 20 years ago. I will never bet against the US. You must live in a poor country to appreciate how impressive this country is. Americans are not stupid. They will always find a way to get through any problem.

Let me ask you guys a question? Tell me one country outside the US where you rather park your money?

Germany. If you read the financial press, you would see investors are fleeing to the Bundes as the Trump admin actions become more erratic.

[Anonymous]

Trump's tariff threats spark new fears of 'Sell America' trade
The president has long been sensitive to bond market movements and regularly cites surges in stocks as evidence that his agenda is working.

https://www.politico.com/news/2026/01/20/trumps-tariff-threats-spark-new-fears-of-sell-america-trade-00736714

Bond yields spiked and stocks sank on Tuesday as investors reckoned with how Trump’s threat to impose new tariffs on Europe could hammer alliances that are critical to the global economy. That reignited fears that the “Sell America” trade that dominated market narratives last spring could reemerge, undercutting Wall Street’s hopes for U.S. assets in 2026.

[Anonymous]

Anonymous wrote:

Anonymous wrote:I migrated here from Africa 20 years ago. I will never bet against the US. You must live in a poor country to appreciate how impressive this country is. Americans are not stupid. They will always find a way to get through any problem.

Let me ask you guys a question? Tell me one country outside the US where you rather park your money?

Germany. If you read the financial press, you would see investors are fleeing to the Bundes as the Trump admin actions become more erratic.

+1. I opened my first Euro denominated account last year when the volatility of the Trump admin 2.0 became evident.

[Anonymous]

Anonymous wrote:Can someone explain in simple terms what this means? My perspective is someone holding cash waiting to buy the dip.

Get your cash in paper form, so you can use it to decorate your walls.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:US10Y year yields also up and are decoupling from Fed policy. Guess it depends how much the fed becomes as buyer of last resort of all this endless debt. Global bonds are up everywhere which suggest the greatest bubble of all time (central bank money printing) has run its course.

Yes, JP started this last fall. US seems to be following. Recent US 10-yr peak was around 5% on 10/23, so at 4.29% today, still got a ways to go to take out the old high. I like the 7-8 year maturities, and scaling-in on those. But, keeping dry powder.

Japan as well as EU own trillions worth of UST.

Your misreading the post or maybe not clear. Japan Gov bond yields started rising in the fall, ahead of US recent rise.

No I'm not. I was suggesting some of the recent rise in US treasury yield is from further liquidation/blowup going on in Japan as well as the Greenland situation.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I migrated here from Africa 20 years ago. I will never bet against the US. You must live in a poor country to appreciate how impressive this country is. Americans are not stupid. They will always find a way to get through any problem.

Let me ask you guys a question? Tell me one country outside the US where you rather park your money?

Germany. If you read the financial press, you would see investors are fleeing to the Bundes as the Trump admin actions become more erratic.

+1. I opened my first Euro denominated account last year when the volatility of the Trump admin 2.0 became evident.

How do you open this account is it possible for US citizens ?

[Anonymous]

Anonymous wrote:

Anonymous wrote:I migrated here from Africa 20 years ago. I will never bet against the US. You must live in a poor country to appreciate how impressive this country is. Americans are not stupid. They will always find a way to get through any problem.

Let me ask you guys a question? Tell me one country outside the US where you rather park your money?

Germany. If you read the financial press, you would see investors are fleeing to the Bundes as the Trump admin actions become more erratic.

Well, have you put your money where your mouth is ? Have you sold all your US financial assets and put them in Germany or at least Euros ? If not, why not ?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I migrated here from Africa 20 years ago. I will never bet against the US. You must live in a poor country to appreciate how impressive this country is. Americans are not stupid. They will always find a way to get through any problem.

Let me ask you guys a question? Tell me one country outside the US where you rather park your money?

Germany. If you read the financial press, you would see investors are fleeing to the Bundes as the Trump admin actions become more erratic.

+1. I opened my first Euro denominated account last year when the volatility of the Trump admin 2.0 became evident.

How do you open this account is it possible for US citizens ?

Of course it’s possible for US citizens to hold assets in foreign currencies. Wise and revolut both have options. If you’re very wealthy-then you can deal with FATCA and open an account abroad.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I migrated here from Africa 20 years ago. I will never bet against the US. You must live in a poor country to appreciate how impressive this country is. Americans are not stupid. They will always find a way to get through any problem.

Let me ask you guys a question? Tell me one country outside the US where you rather park your money?

Germany. If you read the financial press, you would see investors are fleeing to the Bundes as the Trump admin actions become more erratic.

Well, have you put your money where your mouth is ? Have you sold all your US financial assets and put them in Germany or at least Euros ? If not, why not ?

You might want to do a basic finance 101 class and learn something about the concept of portfolio diversification before trying to participate on this forum.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I migrated here from Africa 20 years ago. I will never bet against the US. You must live in a poor country to appreciate how impressive this country is. Americans are not stupid. They will always find a way to get through any problem.

Let me ask you guys a question? Tell me one country outside the US where you rather park your money?

Germany. If you read the financial press, you would see investors are fleeing to the Bundes as the Trump admin actions become more erratic.

Well, have you put your money where your mouth is ? Have you sold all your US financial assets and put them in Germany or at least Euros ? If not, why not ?

You might want to do a basic finance 101 class and learn something about the concept of portfolio diversification before trying to participate on this forum.

I think the PP's point is that you are bashing US investing, implying you have moved to German investing instead. It is only fair to have it pointed out that you diversified into Germany, did not sell US entirely. I would guess you still are a majority US investor.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:I migrated here from Africa 20 years ago. I will never bet against the US. You must live in a poor country to appreciate how impressive this country is. Americans are not stupid. They will always find a way to get through any problem.

Let me ask you guys a question? Tell me one country outside the US where you rather park your money?

Germany. If you read the financial press, you would see investors are fleeing to the Bundes as the Trump admin actions become more erratic.

Well, have you put your money where your mouth is ? Have you sold all your US financial assets and put them in Germany or at least Euros ? If not, why not ?

You might want to do a basic finance 101 class and learn something about the concept of portfolio diversification before trying to participate on this forum.

I think the PP's point is that you are bashing US investing, implying you have moved to German investing instead. It is only fair to have it pointed out that you diversified into Germany, did not sell US entirely. I would guess you still are a majority US investor.

No. If your read the PP-they ask why someone hasn’t sold ALL their US assets. That’s too stupid to dignify with a response.