The 30-year US Treasury yield has reached the level seen back around the 2007 financial crisis. This isn't a signal of “risk being lifted”—it's the long-end rates market screaming.
Historically, when long bonds make this kind of noise, it’s often precisely when systemic stress is at its worst.
At a time like this, selling off the scarce assets in hand is like cancelling the insurance policy exactly when you need it most.🤔
Historically, when long bonds make this kind of noise, it’s often precisely when systemic stress is at its worst.
At a time like this, selling off the scarce assets in hand is like cancelling the insurance policy exactly when you need it most.🤔