Why the bond market spooked the regime, causing Don to say investors got "yippy."

[berg80]

Fed’s Kashkari says rising bond yields, falling dollar show investors are moving on from the U.S.​

Minneapolis Federal Reserve President Neel Kashkari said Friday that recent market trends show investors are moving away from the U.S. as the safest place to invest while President Donald Trump’s trade war escalates.

With Treasury yields rising and the U.S. dollar sagging against its global counterparts in recent days, the trends are running counter to what you might normally see, the central bank official said during a CNBC “Squawk Box” interview.

“Normally, when you see big tariff increases, I would have expected the dollar to go up. The fact that the dollar is going down at the same time, I think, lends some more credibility to the story of investor preferences shifting,” Kashkari said.

https://www.cnbc.com/2025/04/11/feds-kashkari-says-rising-bond-yields-falling-dollar-show-investors-are-moving-on-from-the-us.html

Bond yields move higher when demand decreases because decreased demand causes bonds being auctioned to reward investors with a higher rate of risk adjusted return. The implication for US interest rates being they may permanently be higher if international buyers no longer see the US as a safe haven. US debt having been the foundation of the global debt market. Until now.

Add the uncertainty trump has introduced with the budget working itself through Congress that by design will add significantly to the debt.

Despite DOGE, Trump's agenda calls for adding trillions of dollars to U.S. debt​

Despite DOGE, Trump's agenda calls for adding trillions of dollars to U.S. debt

Budget experts say Trump’s tax and spending priorities would increase red ink, even as he boasts of balancing the budget. “I don’t think their rhetoric matches reality," one says.

www.nbcnews.com

 

[Rambunctious]

Time to pay attention to main street... the markets will be fine but its the working man and womens turn....

 

[sealybobo]

Time to pay attention to main street... the markets will be fine but its the working man and womens turn....

Nice spin. What Trump was doing was going to fuck every street. Not just in America either. Are you starting to realize Don's not smart? Not only that, he's playing you for a fool.

Time to pay attention to main street. HA! Wake up sucker.

In 2023, unions experienced a surge in activism and achieved significant victories, including major strikes and contract negotiations. These wins included pay increases, improved benefits, and protections for workers in various sectors. Some notable examples include the United Auto Workers (UAW) securing contracts with the Big Three automakers after a strike, Hollywood writers and actors winning pay raises and restrictions on AI use, and the largest-ever healthcare strike by Kaiser Permanente workers.
In August 2023, a potential UPS strike was averted after the International Brotherhood of Teamsters (IBT) and UPS reached a new five-year contract, which was ratified by 86% of UPS workers. This agreement followed a period of intense labor negotiations and a strike threat, which would have been the largest single-employer walkout in decades. The new contract includes significant gains for workers, including wage increases, improved benefits, and job security.

 

[Mac1958]

Fed’s Kashkari says rising bond yields, falling dollar show investors are moving on from the U.S.​

Minneapolis Federal Reserve President Neel Kashkari said Friday that recent market trends show investors are moving away from the U.S. as the safest place to invest while President Donald Trump’s trade war escalates.

With Treasury yields rising and the U.S. dollar sagging against its global counterparts in recent days, the trends are running counter to what you might normally see, the central bank official said during a CNBC “Squawk Box” interview.

“Normally, when you see big tariff increases, I would have expected the dollar to go up. The fact that the dollar is going down at the same time, I think, lends some more credibility to the story of investor preferences shifting,” Kashkari said.

https://www.cnbc.com/2025/04/11/feds-kashkari-says-rising-bond-yields-falling-dollar-show-investors-are-moving-on-from-the-us.html

Bond yields move higher when demand decreases because decreased demand causes bonds being auctioned to reward investors with a higher rate of risk adjusted return. The implication for US interest rates being they may permanently be higher if international buyers no longer see the US as a safe haven. US debt having been the foundation of the global debt market. Until now.

Add the uncertainty trump has introduced with the budget working itself through Congress that by design will add significantly to the debt.

Despite DOGE, Trump's agenda calls for adding trillions of dollars to U.S. debt​

Despite DOGE, Trump's agenda calls for adding trillions of dollars to U.S. debt

Budget experts say Trump’s tax and spending priorities would increase red ink, even as he boasts of balancing the budget. “I don’t think their rhetoric matches reality," one says.

www.nbcnews.com

Yep. What's happening in the bond market is far more important than what's happening in the stock market. As usual.

 

[Orangecat]

All the whining in the world won’t change the fact that you fools lost the election. Man up and stop whimpering.

 

[berg80]

Time to pay attention to main street... the markets will be fine but its the working man and womens turn....

That was Bessent's talking point from the other day. Uttered right before trump caved on tariffs causing a huge spike on Wall St. How does raising prices on main street help the working man?

 

[whitehall]

Bond "experts" like Kashandkari never had a critical word for Biden even in the darkest days of Covid restrictions but they are all over Trump in three freaking months. No surprise.

 

[berg80]

Yep. What's happening in the bond market is far more important than what's happening in the stock market. As usual.

The 10 year has spiked above 4.5% again reflecting investor concern about the safety of investing in the debt of a country run by a madman.

 

[Meister]

All the whining in the world won’t change the fact that you fools lost the election. Man up and stop whimpering.

And to this day, the only things they have is to bash Trump, men in women's sports,
rich people are bad, open borders, legitimizing crime.
They have nothing when it comes to the economy, or the world stage, closing the borders.

 

[berg80]

Bond "experts" like Kashandkari never had a critical word for Biden even in the darkest days of Covid restrictions but they are all over Trump in three freaking months. No surprise.

Budget experts say that even if Trump succeeds at slashing the spending that his Musk-led Department of Government Efficiency is targeting — like the U.S. Agency for International Development and diversity, equity and inclusion initiatives governmentwide — his policies would still substantially add to the deficit if they come to fruition.

Trump has called for a series of steep tax cuts — from extending his expiring 2017 tax law to eliminating taxes on tips, overtime pay and Social Security benefits — that would add at least $5 trillion to the 10-year deficit compared to the red ink if no changes are made to current federal law, according to the nonpartisan Committee for a Responsible Federal Budget. That figure could rise to $11 trillion depending on how his so-far-ambiguous proposals are structured.

“It’s rhetoric versus reality,” said Marc Goldwein, senior policy director at CRFB, which calls for reducing red ink.

 

[Mashmont]

Fed’s Kashkari says rising bond yields, falling dollar show investors are moving on from the U.S.​

Well, except for the $2 trillion in foreign investment since Trump was inaugurated.

 

[berg80]

And to this day, the only things they have is to bash Trump, men in women's sports,
rich people are bad, open borders, legitimizing crime.
They have nothing when it comes to the economy, or the world stage, closing the borders.

You have already crammed so much down the memory I hardly know where to start. Pardons of Jan. 6 criminals to start with after not following DoJ protocols by not having the pardon office review the pardons. Then there's naming at least 10 unqualified people to staff his cabinet, firing members of the DoJ who were involved in his investigation, firing IG's, withdrawing from the Paris Accords, and on and on.

 

[berg80]

Well, except for the $2 trillion in foreign investment since Trump was inaugurated.

Would you mind providing a link for that? Thx. Maybe it would reveal, assuming the number is right, how much was purchased before Dotard's Rose Garden tariff announcement.

 

[berg80]

China holds around $760B of our treasury debt. What if they begin selling in retaliation?

 

[berg80]

Bond "experts" like Kashandkari never had a critical word for Biden even in the darkest days of Covid restrictions but they are all over Trump in three freaking months. No surprise.

Trump dodged a disaster from the bond market, but the damage isn’t over yet​

The bond market screamed at President Donald Trump this week to change course on his tariff plans before he eventually listened and potentially avoided a catastrophe.

Trump’s stunning pivot Wednesday followed massive tumult in the $140 trillion global bond market and particularly in the $47 trillion portion involving U.S. fixed income.

As speculation grew that the ominous surge in Treasury yields was about to create a domino effect of problems for financial markets, the president capitulated. That led to a breathtaking fury on Wall Street, with major stock market averages staging a historic rally and bond yields coming off their highs.

https://www.cnbc.com/2025/04/10/trump-dodged-a-disaster-from-the-bond-market-but-the-damage-isnt-over-yet.html

 

[Meister]

You have already crammed so much down the memory I hardly know where to start. Pardons of Jan. 6 criminals to start with after not following DoJ protocols by not having the pardon office review the pardons. Then there's naming at least 10 unqualified people to staff his cabinet, firing members of the DoJ who were involved in his investigation, firing IG's, withdrawing from the Paris Accords, and on and on.

I don't think you should be bringing up any pardon's, with the way that Biden handled his pardons.
Unqualified people as in.....they aren't socialists or communists and they know the difference between
a man and woman? Paris Accord's is a left wing joke, just another name for wealth redistribution.
Firing IG's? It's done all the time and will continue to be done with each new administration.
Berg, you have nothing.

 

[Mashmont]

Would you mind providing a link for that? Thx. Maybe it would reveal, assuming the number is right, how much was purchased before Dotard's Rose Garden tariff announcement.

Sorry. I'm off. You're right. It's at least $3.3 trillion foreign investment: $7 trillion overall.

Trump says he's attracted $7 trillion in private investments into the US: 'Never seen anything like it'

President Trump, since his return to office, has reportedly attracted over $7 trillion in investments into the U.S. from the private sector and from foreign countries.

www.foxbusiness.com

"Several countries have also committed large sums of money to U.S. investments, including the United Arab Emirates for $1.4 trillion; Japan for $1 trillion; Saudi Arabia for $600 billion; and India for $310 billion, though all numbers could be higher"

 

[Zincwarrior]

Lets note, the bond market hasn't actually gotten better. Its gotten worse.

https://www.cnbc.com/2025/04/11/us-treasury-yields-investors-weigh-state-of-the-us-economy-.html

 

[Mac1958]

Lets note, the bond market hasn't actually gotten better. Its gotten worse.

https://www.cnbc.com/2025/04/11/us-treasury-yields-investors-weigh-state-of-the-us-economy-.html

Yep. Yields should be dropping, and they're going in the opposite direction.

That ain't good.

 

[berg80]

I don't think you should be bringing up any pardon's, with the way that Biden handled his pardons.

Get back to me when you learn of anyone he pardoned who was involved in violence against police officers in support of a plan to steal an election.