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

[berg80]

10-year Treasury yield tops 4.5% after surge this week that’s worrying Wall Street and the White House​

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

Gee, I wonder if that's why the Felon-in-Chief is saying China wants to do a deal? Causing a 1K point swing in the Dow today.

 

[Meister]

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.

Get back to me when you show some honesty, instead of your contrived yarn.
Jan. 6=bad
BLM riots= mostly peaceful protests.

 

[berg80]

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

That ain't good.

The anecdotal evidence suggests the US has lost its place as the go-to safe haven for bond investors. All thanks to the "stable genius."

 

[Meister]

The anecdotal evidence suggests the US has lost its place as the go-to safe haven for bond investors. All thanks to the "stable genius."

Invest your money in China, then.

 

[Mac1958]

The anecdotal evidence suggests the US has lost its place as the go-to safe haven for bond investors. All thanks to the "stable genius."

Yup.

So on top of everything else, we have to be concerned about losing reserve currency status.

 

[C_Clayton_Jones]

…causing Don to say investors got "yippy."

Clearly Felon 47 was wrong and got outplayed:

‘Let’s talk about the moment Donald Trump blinked. It wasn’t loud. It wasn’t a tweetstorm or a rally rant. When the tariff threats that had the world on edge—125% on China, 25% on Canada’s autos, a global trade war in the making—suddenly softened. A “pause,” he called it. A complete turnaround from the chest-thumping of the past week. And the reason? Mark Carney and a slow, deliberate financial maneuver that most people didn’t even notice: the coordinated Treasury bond slow bleed.

This wasn’t about bravado. It was about leverage. Cold, calculated, and devastatingly effective.

Trump’s pause wasn’t because people were getting yippy…

Carney’s Checkmate: How Canada's Quiet Bond Play Forced Trump to Drop Tariffs

Carney, Japan And The EU proved America's Idiot Emperor Has No Clothes

deanblundell.substack.com

 

[kyzr]

Yup.
So on top of everything else, we have to be concerned about losing reserve currency status.

That was happening before reciprocal tariffs.
What caused the US bonds to get downgraded is the $37T debt and the GOP 2026 tax cut budget raising the debt limit instead of an "austerity" balanced budget.

 

[kyzr]

…causing Don to say investors got "yippy." Clearly Felon 47 was wrong and got outplayed:
‘Let’s talk about the moment Donald Trump blinked. It wasn’t loud. It wasn’t a tweet storm or a rally rant. When the tariff threats that had the world on edge—125% on China, 25% on Canada’s autos, a global trade war in the making—suddenly softened. A “pause,” he called it. A complete turnaround from the chest-thumping of the past week. And the reason? Mark Carney and a slow, deliberate financial maneuver that most people didn’t even notice: the coordinated Treasury bond slow bleed.
This wasn’t about bravado. It was about leverage. Cold, calculated, and devastatingly effective.
Trump’s pause wasn’t because people were getting yippy…

Clearly Trump overplayed his hand with those tariffs.
He should have had a better plan to sequence them in instead of the tariff shock that crashed the stock markets.
One way was to do China first, then Canada and Mexico, then the EU, then Asia, then the small fry.
One other way was to negotiate tariffs by import value, such as countries that export cars, then farm product tariffs, then other stuff.
I'm not sure what you're celebrating? Trump is negotiating tariffs right now, so the game is far from over.

 

[berg80]

Get back to me when you show some honesty, instead of your contrived yarn.

I'm going to take your reply as an admission you know of no violent criminals pardoned by Biden who participated in a riot during which police officers were beaten in the pursuit of a stolen election.

 

[berg80]

I'm not sure what you're celebrating?

I can assure you I'm mot celebrating anything. It was never my desire to have an incompetent fool surrounded by sycophantic hacks run the country in to the ground. If this really goes south the consequences will be dire.

The April sell-off for financial markets has been wider and more volatile than typical pullbacks, fueling concern that the aggressive and constantly changing trade policy from Washington, D.C. could be doing long-term damage to the financial standing of the U.S.

The S&P 500 has now dropped 5.4% since President Donald Trump’s April 2 tariff announcement, with day-to-day moves that are drawing uncomfortable comparisons to infamous financial periods like 2008 and 1987. The drop over the past seven trading days comes after the stock market had already had a rocky start to 2025, and other major U.S. asset classes have also started to slide, including the dollar and Treasurys.

“The big takeaway from this year, from the Trump presidency, from everything that’s happened, is that there’s a rotation out of the U.S. And obviously that’s become vicious now — with bond yields staying high and the dollar falling, it’s become the story.

https://www.cnbc.com/2025/04/12/investors-are-growing-concerned-about-a-us-asset-exodus-as-treasuries-and-the-dollar-decline.html

 

[kyzr]

I can assure you I'm mot celebrating anything. It was never my desire to have an incompetent fool surrounded by sycophantic hacks run the country in to the ground. If this really goes south the consequences will be dire.
The April sell-off for financial markets has been wider and more volatile than typical pullbacks, fueling concern that the aggressive and constantly changing trade policy from Washington, D.C. could be doing long-term damage to the financial standing of the U.S.
The S&P 500 has now dropped 5.4% since President Donald Trump’s April 2 tariff announcement, with day-to-day moves that are drawing uncomfortable comparisons to infamous financial periods like 2008 and 1987. The drop over the past seven trading days comes after the stock market had already had a rocky start to 2025, and other major U.S. asset classes have also started to slide, including the dollar and Treasurys.
“The big takeaway from this year, from the Trump presidency, from everything that’s happened, is that there’s a rotation out of the U.S. And obviously that’s become vicious now — with bond yields staying high and the dollar falling, it’s become the story.

1. Even Chuck Schumer as long ago as 2005 has been calling for tariffs on China. Its long overdue.
2. Trump has announced $trillions of new investment in US manufacturing

List of companies pledging to invest billions in US since Donald Trump win

Trump has brought in some big investments in his two months in office, most recently Johnson & Johnson.

www.newsweek.com

President Trump is Remaking America into a Manufacturing Superpower

President Donald J. Trump is on a mission to make America the manufacturing superpower of the world once again — and in just seven weeks, he has made

www.whitehouse.gov

3. There will be an adjustment period until supply chains adjust to the new tariffs. But even the UAW and other unions support Trump's "fair" tariffs.

https://www.npr.org/2025/04/07/nx-s1-5352409/trump-auto-tariffs-uaw-shawn-fain

 

[Dragonlady]

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

The bond markets have NOTHING to do with "Main Street". Stop pretending you understand how the economy works. The bond market is where Trump goes to get money to cover his rising deficits, and the international traders are SELLING us Treasury bonds.

They think Trump is running the country into the ground, and they're raising rates. They're dumping US Treasury bonds because they think Trump is a BAD INVESTMENT.

Time for YOU to learn how the economy works and then you'll understand how Trump is destroying the American economy - and Putin is cheering.

 

[berg80]

Invest your money in China, then.

In what way does your sophomoric reply address the matter of “The big takeaway from this year, from the Trump presidency, from everything that’s happened, is that there’s a rotation out of the U.S. And obviously that’s become vicious now — with bond yields staying high and the dollar falling, it’s become the story.

 

[berg80]

1. Even Chuck Schumer as long ago as 2005 has been calling for tariffs on China. Its long overdue.
2. Trump has announced $trillions of new investment in US manufacturing

List of companies pledging to invest billions in US since Donald Trump win

Trump has brought in some big investments in his two months in office, most recently Johnson & Johnson.

www.newsweek.com

President Trump is Remaking America into a Manufacturing Superpower

President Donald J. Trump is on a mission to make America the manufacturing superpower of the world once again — and in just seven weeks, he has made

www.whitehouse.gov

3. There will be an adjustment period until supply chains adjust to the new tariffs. But even the UAW and other unions support Trump's "fair" tariffs.

https://www.npr.org/2025/04/07/nx-s1-5352409/trump-auto-tariffs-uaw-shawn-fain

I think we are all familiar with the WH spin on Dotard's tariff policy disaster. The thing is, the financial markets don't give a shit about it.
There is a way to spur a manufacturing boom in the US.

The Bidenomics investment boom in red America

Earlier this week, President Joe Biden visited the Brookings Institution to reflect on the state of the U.S. economy as he exits office.

www.brookings.edu

The way not to do it is by coercion and threats.

 

[luiza]

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

Of course it has .
Nobody likes a bankrupt bully nation .
US Bonds are near scam status .
No hope of ever getting paid .

 

[jknowgood]

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?

Lol, talking point is Trump is causing chaos. Try to keep up with your talking points.

 

[Marener]

That was happening before reciprocal tariffs.
What caused the US bonds to get downgraded is the $37T debt and the GOP 2026 tax cut budget raising the debt limit instead of an "austerity" balanced budget.

That’s not true. 10 year rates were falling and only jumped after Trump’s tariffs were applied.

 

[berg80]

Lol, talking point is Trump is causing chaos. Try to keep up with your talking points.

It's not a talking point. It's reality. The stock market had one of the most volatile weeks in history. That just scratches the surface.

 

[kyzr]

I think we are all familiar with the WH spin on Dotard's tariff policy disaster. The thing is, the financial markets don't give a shit about it.
There is a way to spur a manufacturing boom in the US.
The way not to do it is by coercion and threats.

Bidenomics led to adding $8T to the Debt, and 9% inflation.
That cost US families about $11,400 in buying power.

Americans need an extra $11,400 today just to afford the basics, Republican analysis finds

Compared with 2021, the typical household must spend an additional $11,434 annually just to maintain their standard of living, analysis shows.

www.cbsnews.com

Americans need an extra $11,400 today just to afford the basics​

Trump is in office about 90-days. He knows that he needs to show progress by the mid-terms or Republicans are toast.
Trump is getting corporations to build new plants here, not using "borrowed money".

 

[berg80]

Bidenomics led to adding $8T to the Debt, and 9% inflation.

COVID is responsible for a large portion of the debt. You're going to have to prove to me the post COVID, global, inflationary spiral that occurred as disrupted supply chains were not able to keep up with renewed consumer demand.........the thing most responsible for inflation........ was Biden's fault.