Trump: Attack to “Fortress Europe” through the Bond market with Capital Controls and the abolition of Dollar Swaps May 29, 2025 The “monster” of the bond market has awakened after the turmoil of the trade war, this time on the occasion of the detection of…
Is a Global bond market crash possible? May 22, 2025 Liquidations, steepening and sell-off – The new phase of volatility in global bonds has begun. At a time when the positive side of the…
How will the “punishers” of the bond market be eliminated in 3 moves? The battle for the 10-year May 1, 2025 Donald Trump’s retreat, as many mainstream media outlets have pointed out, was not so much driven by the bloodshed on Wall Street as by…
Tariffs and the $3 trillion held by Asian central banks that make them punishers in the US bond market April 17, 2025 Great turmoil, great situation – to use a phrase from former Chinese President Mao Zedong to sum up the trade war declared by President…
What will investors punish after the failure of the FED? November 14, 2024 A paradoxical phenomenon occurred in the course of US interest rate cuts: Instead of falling, they moved higher in the medium term. The Federal…
Cutting Interest rates is a path full of Landmines September 19, 2024 In a reduction in policy interest rates – for the first time in 4 years – by 50 bp. in the range of 4.75%…
The FED is sacrificing inflation to keep the bond market from collapsing May 23, 2024 The US Federal Reserve is in a race to prevent an imminent collapse in the US government bond market. High US debt yields are…
A Global Liquidity Crisis is beginning to appear on the Horizon October 27, 2022 The dynamics of the global market vis-à-vis all those markets where a global liquidity that in 2019 reached 130 trillion dollars, well above the…
Crisis in British Bond Markets: A Crisis from the Future October 2, 2022 The crisis that broke out in the British bond markets is one of the first signs of the new kind of crises that we…