Tag: Treasury Yields

Stocks Bought the Pause, Bonds Did Not

The Dollar Trade Is Full

Payrolls Cannot Settle a Split Curve

Gold’s Reserve Paradox: Can Central Bank Demand Defeat 3% Real Yields?

Bitcoin ETF Inflows Meet the 5% Yield Wall

Bitcoin ETF inflows surged as Treasury yields reached a 19 year high, revealing why institutional demand has not yet controlled the marginal price.

The 5% Discount Rate Is Now the Market

The Neutral Rate Reset

The 5.44% Treasury Yield Turns Duration Into a Fiscal Credibility Test

The 30-year Treasury yield at 5.44% is turning duration into a fiscal credibility test for mortgages, credit, infrastructure and global capital.

Gold’s Rebound Breaks the Real-Yield Rule

Gold rallied despite a stronger dollar and a 2.61% real Treasury yield because central-bank and OTC demand changed the marginal buyer.

B2L Market Focus: Why 5% Treasury Yields Reprice the Economy Before the Fed Decides

Near 5% Treasury yields reset the reference point for mortgages, corporate hurdle rates, valuations and fiscal financing before the Fed decides.