Looks like 10yr bond yields have topped at 5.25-5.30% range.

https://preview.redd.it/3po8hs2k4fsh1.png?width=1313&format=png&auto=webp&s=aa9aac3bdf6b2ad5f6b95d07043f924b7cc14176

So guys we know that bond yields have been going up due to oil shock cuz of middle east war with Iran. Since this war is going to last the Federal Reserve have decided to begin its rate hiking cycle which is lifting the entire curve upwards. But in past few days seems like after completing its technical target of 5.25-5.30% i.e. the pre GFC era bond yields seen in 2006 (first top) - 2007 (second top) maybe yields have topped out here and will basically trade in a range for next 1yr just like 2006-07 (funny enough i.e. also 2026-2027)

reddit.com
u/isdjtantichrist — 16 days ago

60k incoming.

Oil prices is currently driving inflation breakevens

that in turn is pushing 10yr above 5%

that means risk apetite is prolly gonna go down

which means risky assets should get hit first
but Bessent is stopping yen from devaluing i.e. dxy from getting stronger

this is why crypto markets are resilient. He is acting like a house
But the house is going to fall.

And this is why crypto is going to fall as well.

u/isdjtantichrist — 1 month ago

Can anyone explain the reason why S&P hasn't dropped even -1% in last 25 sessions despite all the bad news from debt to war?

u/isdjtantichrist — 1 month ago

A few yrs ago Arun Shourie explained how the money is made through loan write offs under the Insolvency & Bankruptcy Code (IBC)

u/isdjtantichrist — 2 months ago

can bond traders win a fight against US Treasury Scott Bessent who is clearly trying to defend 4.70% lvl on the 10yr?

u/isdjtantichrist — 2 months ago