$USBOND
A US sovereign debt crisis is imminent that will make 2008 look like a Sunday picnic. The government cannot bail out a crisis in Treasuries themselves, and with $38 trillion in debt at short maturities, raising rates to fight inflation would bankrupt the budget. (Oct 2025)
Top Callers on $USBOND
Recent Calls
MOVE index spike = bond volatility elevated, selloff likely
“if MOVE keeps ripping”
“Yikes”
“Yeah not great”
“the path forward is now far more likely up than down”
“in the $150 per barrel scenario, rate hikes would likely be less probable”
“Central banks never ease into an oil shock. Doesn't happen.”
“our next move might be an increase did come up at the meeting”
“Doesn't get a great deal of risk/reward”
“if one of the largest historical buyers of United States treasuries stops buying, then yields have to rise to attract new buyers.”
“I forecast that we will have approximately a 200 to 300 billion fiscal contraction”
“the crisis that's coming is one from which there cannot be a government bailout”