US30Y pushing back to 5% yield

[Anonymous]

Japan 30 year hit all time record yield! Central Banks total debt has finally reached an end game. Once the 10 year heads above 5 there is no real resistance until 6.5-7.5. After that 10_15% is the next stop.

Fed does not set rates, bond holders set rates! The decouple of the two will accelerate selling.

[Anonymous]

Anonymous wrote:

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.

The post says “investors are fleeing to bundles”. Has PP followed his own advice and “fled” ? It’s a legit question.

The pretext is turn this into the political forum, as is your nasty response. Please keep it out of the money forum. Still waiting on PP to tell us if he fled, as they appear to recommend.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

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.

The post says “investors are fleeing to bundles”. Has PP followed his own advice and “fled” ? It’s a legit question.

The pretext is turn this into the political forum, as is your nasty response. Please keep it out of the money forum. Still waiting on PP to tell us if he fled, as they appear to recommend.

There can't be that much fleeing. There are about Euro 1.4 trillion in German bunds compared to $36 trillion in USTs.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

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.

The post says “investors are fleeing to bundles”. Has PP followed his own advice and “fled” ? It’s a legit question.

The pretext is turn this into the political forum, as is your nasty response. Please keep it out of the money forum. Still waiting on PP to tell us if he fled, as they appear to recommend.

There can't be that much fleeing. There are about Euro 1.4 trillion in German bunds compared to $36 trillion in USTs.

Look at the change year over year, not the values at a single point in time. German bundes are at 3.5% yield now. Quite a bit lower than the US is paying on its debt for obvious reasons.

[Anonymous]

Ha ha ha TACO strikes again!

[Anonymous]

Anonymous wrote:Ha ha ha TACO strikes again!

Doesn’t mean that Trump hasn’t spooked the bond markets. The US is rapidly losing its reputation as a safe haven for global assets.

[Anonymous]

As a Deutsche Bank report just pointed out, Europe owns a lot of American debt and equities. Divesting those assets would push American borrowing costs on our 56 trillion in national debt even higher…

https://www.investing.com/news/economy-news/europe-owns-greenland--and-a-lot-of-us-treasuries-deutsche-bank-warns-4453684

European investors own around $8 trillion of U.S. bonds and equities, almost double the holdings of the rest of the world combined, making the region America’s largest lender.

[Anonymous]

Anonymous wrote:As a Deutsche Bank report just pointed out, Europe owns a lot of American debt and equities. Divesting those assets would push American borrowing costs on our 56 trillion in national debt even higher…

https://www.investing.com/news/economy-news/europe-owns-greenland--and-a-lot-of-us-treasuries-deutsche-bank-warns-4453684

European investors own around $8 trillion of U.S. bonds and equities, almost double the holdings of the rest of the world combined, making the region America’s largest lender.

Where you getting the 56 trillion from ? That’s a little high.

[Anonymous]

Anonymous wrote:

Anonymous wrote:As a Deutsche Bank report just pointed out, Europe owns a lot of American debt and equities. Divesting those assets would push American borrowing costs on our 56 trillion in national debt even higher…

https://www.investing.com/news/economy-news/europe-owns-greenland--and-a-lot-of-us-treasuries-deutsche-bank-warns-4453684

European investors own around $8 trillion of U.S. bonds and equities, almost double the holdings of the rest of the world combined, making the region America’s largest lender.

Where you getting the 56 trillion from ? That’s a little high.

Pretty sure PP mistyped 35

[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?

We moved 65% of our liquid cash to Switzerland last year and have no regrets. This is just the beginning...

[Anonymous]

Anonymous wrote:As a Deutsche Bank report just pointed out, Europe owns a lot of American debt and equities. Divesting those assets would push American borrowing costs on our 56 trillion in national debt even higher…

https://www.investing.com/news/economy-news/europe-owns-greenland--and-a-lot-of-us-treasuries-deutsche-bank-warns-4453684

European investors own around $8 trillion of U.S. bonds and equities, almost double the holdings of the rest of the world combined, making the region America’s largest lender.

Europe literally owns us. That’s real power, and one they are increasingly willing to use. Mortgage rates were just starting to dip and threatened to give Trump his first real win of his presidency and boop - there they go up again.

[Anonymous]

Anonymous wrote:

Anonymous wrote:As a Deutsche Bank report just pointed out, Europe owns a lot of American debt and equities. Divesting those assets would push American borrowing costs on our 56 trillion in national debt even higher…

https://www.investing.com/news/economy-news/europe-owns-greenland--and-a-lot-of-us-treasuries-deutsche-bank-warns-4453684

European investors own around $8 trillion of U.S. bonds and equities, almost double the holdings of the rest of the world combined, making the region America’s largest lender.

Europe literally owns us. That’s real power, and one they are increasingly willing to use. Mortgage rates were just starting to dip and threatened to give Trump his first real win of his presidency and boop - there they go up again.

I bought my first house in 1998 with a 7% rate. I bought my second house in 2005 with a 6.25% rate, both 30 yr. Current rates are 6.1%, 30 year. No one should be expecting lower rates to buy a house, now is the time. The days 3% are over. If rates do drop, refinance.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:As a Deutsche Bank report just pointed out, Europe owns a lot of American debt and equities. Divesting those assets would push American borrowing costs on our 56 trillion in national debt even higher…

https://www.investing.com/news/economy-news/europe-owns-greenland--and-a-lot-of-us-treasuries-deutsche-bank-warns-4453684

European investors own around $8 trillion of U.S. bonds and equities, almost double the holdings of the rest of the world combined, making the region America’s largest lender.

Europe literally owns us. That’s real power, and one they are increasingly willing to use. Mortgage rates were just starting to dip and threatened to give Trump his first real win of his presidency and boop - there they go up again.

I bought my first house in 1998 with a 7% rate. I bought my second house in 2005 with a 6.25% rate, both 30 yr. Current rates are 6.1%, 30 year. No one should be expecting lower rates to buy a house, now is the time. The days 3% are over. If rates do drop, refinance.

I bought my house in 2016 with a 3.5% rate, 30 years fixed--so I look at the current mortgage rates and am horrified and glad I bought when I did. We were thinking to sell this year and move, but with US bond markets weakening and mortgage rates rising, we probably will just rent out our house until mortgage rates come down again.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:As a Deutsche Bank report just pointed out, Europe owns a lot of American debt and equities. Divesting those assets would push American borrowing costs on our 56 trillion in national debt even higher…

https://www.investing.com/news/economy-news/europe-owns-greenland--and-a-lot-of-us-treasuries-deutsche-bank-warns-4453684

European investors own around $8 trillion of U.S. bonds and equities, almost double the holdings of the rest of the world combined, making the region America’s largest lender.

Europe literally owns us. That’s real power, and one they are increasingly willing to use. Mortgage rates were just starting to dip and threatened to give Trump his first real win of his presidency and boop - there they go up again.

I bought my first house in 1998 with a 7% rate. I bought my second house in 2005 with a 6.25% rate, both 30 yr. Current rates are 6.1%, 30 year. No one should be expecting lower rates to buy a house, now is the time. The days 3% are over. If rates do drop, refinance.

I bought my house in 2016 with a 3.5% rate, 30 years fixed--so I look at the current mortgage rates and am horrified and glad I bought when I did. We were thinking to sell this year and move, but with US bond markets weakening and mortgage rates rising, we probably will just rent out our house until mortgage rates come down again.

You will be waiting a long time for the 3’s again, that would require a 10 yr US treasury to go below 2%. As you said, the trend on rates (and the gross US debt) is up. And if it did happen, where do think housing prices go ?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:As a Deutsche Bank report just pointed out, Europe owns a lot of American debt and equities. Divesting those assets would push American borrowing costs on our 56 trillion in national debt even higher…

https://www.investing.com/news/economy-news/europe-owns-greenland--and-a-lot-of-us-treasuries-deutsche-bank-warns-4453684

European investors own around $8 trillion of U.S. bonds and equities, almost double the holdings of the rest of the world combined, making the region America’s largest lender.

Europe literally owns us. That’s real power, and one they are increasingly willing to use. Mortgage rates were just starting to dip and threatened to give Trump his first real win of his presidency and boop - there they go up again.

I bought my first house in 1998 with a 7% rate. I bought my second house in 2005 with a 6.25% rate, both 30 yr. Current rates are 6.1%, 30 year. No one should be expecting lower rates to buy a house, now is the time. The days 3% are over. If rates do drop, refinance.

I bought my house in 2016 with a 3.5% rate, 30 years fixed--so I look at the current mortgage rates and am horrified and glad I bought when I did. We were thinking to sell this year and move, but with US bond markets weakening and mortgage rates rising, we probably will just rent out our house until mortgage rates come down again.

You will be waiting a long time for the 3’s again, that would require a 10 yr US treasury to go below 2%. As you said, the trend on rates (and the gross US debt) is up. And if it did happen, where do think housing prices go ?

True but my house is in a good location and makes a good rental and I’m fine to wait it out until rates drop again, if not to the 3’s, at least to the 4s.