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4 Jul 2025

UK gilt yields have retraced a significant portion of Wednesday’s sharp widening.

This follows, and is in reaction to the Prime Minister’s strong public support for Rachel Reeves in last night’s interview with the BBC’s Nick Robinson. Source: Bloomberg, Mo El Erian

3 Jul 2025

UK 30yr gilt yields soaaaaaaaaring

Source: Bloomberg, Mike Bird @Birdyword

3 Jul 2025

Another Liz Truss Moment in the UK? 10y Gilt yields jump 16bps on doubts over Chancellor Reeves’s future.

The yield on 30y gilts rose >20bps past 5.4%. Source: Bloomberg, HolgerZ

25 Jun 2025

Foreigners will sell all of US bonds they say...

Source: Bloomberg, Ryan Detrick

17 Jun 2025

30-Year Treasury Bonds have now lost almost half their value over the last 5 years 📉

Source: Barchart

17 Jun 2025

⚠️Japanese insurers' unrealized LOSSES are HUGE: Biggest 📷 insurers’ paper losses on their domestic bond holdings hit a record ¥8.5 TRILLION ($60B) in Q1. Nippon Life, the largest 📷 👇

Source: @GlobalMktObserv

13 Jun 2025

Love it...

yes indeed at lots of cash in money market fund but the most important number is on the lower chart. It is a secular low relative to total assets Source: i3 invest

12 Jun 2025

BREAKING 🚨: United States Treasury - THEY DID IT AGAIN! Japan 2.0 ???

U.S. Treasury just bought back another $10 Billion of its own debt, matching the largest Treasury buyback in history (and that was from last week)! Source: Barchart

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