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Eric Balchunas
Eric Balchunas|May 22, 2025 18:59
Just read something about how bond market is telling us something is wrong bc yields are up (which is the new 'Sell America' narrative which is defunct bc SPX rebound) but IEF is UP today and YTD. People are buying bonds. What am I missing? (actually i know what i'm missing)
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Timeline

Jun 12, 17:51【The bond market is filled with capital】
Jun 11, 12:39【Core month on month printing is below 0.25%】
Jun 10, 12:54【The market value of the US bond market has dropped to 68% of the stock market】
Jun 02, 23:23【BTC perpetual futures short-term find 300T bond market】
Jun 02, 22:25【Unprecedented losses in the Japanese bond market】
Jun 02, 12:06【There will be a gap in the interest margin of the US bond market】
May 28, 17:44【EU tariffs and bond market tensions intensify】
May 28, 14:38【Long end US bond interest rates suppress US stock and cryptocurrency markets】
May 28, 06:02【The Japanese bond market is in crisis】
May 24, 20:09【Investors are turning back to US credit funds】

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