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    23 Jan 2026

    A shocking chart while Gold is flirting with $5,000/oz, it remains historically undervalued versus a 50/50 (S&P 500 / US Treasuries) portfolio

    Source: Bloomberg, www.zerohedge.com

    #Fixed Income| #gold
    A shocking chart while Gold is flirting with $5,000/oz, it remains historically undervalued versus a 50/50 (S&P 500 / US Treasuries) portfolio
    A shocking chart while Gold is flirting with $5,000/oz, it remains historically undervalued versus a 50/50 (S&P 500 / US Treasuries) portfolio
    23 Jan 2026

    🇯🇵 For Japanese investors, domestic JGBs are now more attractive than hedged foreign bonds from a yield perspective.

    Source: Augur Infinity @AugurInfinity on X

    #Fixed Income| #Asia
    🇯🇵 For Japanese investors, domestic JGBs are now more attractive than hedged foreign bonds from a yield perspective.
    🇯🇵 For Japanese investors, domestic JGBs are now more attractive than hedged foreign bonds from a yield perspective.
    21 Jan 2026

    Bond vol matters

    SPX vs VXTLT (inverted) needs little commenting. Source: TME

    #Fixed Income| #Volatility
    Bond vol matters
    Bond vol matters
    20 Jan 2026

    Japan's 40-year bond just hit 4% for the first time ever

    Source: Joe Weisenthal @TheStalwart

    #Fixed Income
    Japan's 40-year bond just hit 4% for the first time ever
    Japan's 40-year bond just hit 4% for the first time ever
    20 Jan 2026

    U.S. Dollar Index $DXY plunging below its 200-day moving average

    Source: Barchart

    #Fixed Income| #United States
    U.S. Dollar Index $DXY plunging below its 200-day moving average
    U.S. Dollar Index $DXY plunging below its 200-day moving average
    16 Jan 2026

    $7.8 Trillion is now sitting in Money Market Funds, a new all-time high

    Source: Barchart

    #Fixed Income| #markets
    $7.8 Trillion is now sitting in Money Market Funds, a new all-time high
    $7.8 Trillion is now sitting in Money Market Funds, a new all-time high
    15 Jan 2026

    The Correlation Between Gold Prices and Japanese Bond Yields (2013–2025)

    Gold (in organe) and 10-year JGB yields (in blue). Japan was always the endgame Source: www.zerohedge.com

    #Fixed Income| #gold
    The Correlation Between Gold Prices and Japanese Bond Yields (2013–2025)
    The Correlation Between Gold Prices and Japanese Bond Yields (2013–2025)
    14 Jan 2026

    U.S. Companies issued $95 Billion worth of bonds during the first week of the year, the highest weekly volume since Covid

    Source: Barchart

    #Fixed Income| #United States
    U.S. Companies issued $95 Billion worth of bonds during the first week of the year, the highest weekly volume since Covid
    U.S. Companies issued $95 Billion worth of bonds during the first week of the year, the highest weekly volume since Covid
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