Your misreading the post or maybe not clear. Japan Gov bond yields started rising in the fall, ahead of US recent rise.Anonymous wrote:Anonymous wrote: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.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.
Japan as well as EU own trillions worth of UST.
Anonymous wrote:Has been major resistance but if it breaks out above 5% on international dumping of US assets, look out below!!!!!!!!!!!!38 trillion debt bomb.
Anonymous wrote: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.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.
Anonymous wrote:Has been major resistance but if it breaks out above 5% on international dumping of US assets, look out below!!!!!!!!!!!!38 trillion debt bomb.
Whats your point for this ?Anonymous wrote:My quick look at outstanding Mortgage bonds I see Bear Sterns, Countrywide, Washington Mutural 30 year mortgage bonds stil outstanding. It does turn into high financing overnight. Mortgage bonds from 1996 are only maturing this year.
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.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.
Think about it, 5% for 30 years, I wouldn’t get anywhere near that, tell me when it gets to 7%. 5% is still a bargain for the US government.Anonymous wrote:Has been major resistance but if it breaks out above 5% on international dumping of US assets, look out below!!!!!!!!!!!!38 trillion debt bomb.