bond market
also referred to as: bond markets
6 statements across 5 episodes · 0 bullish · 4 bearish · 4 people on the record · first statement Oct 1, 2022 by David Friedberg · across every show →
Everything said about bond market, oldest first
Oct 1, 2022 bearish
Friedberg warns of a 2008-style global capital flow freeze
“I think I mentioned a while ago that dollars were kind of locked up in March and then I went to this conference and people were like, yeah, we're loosening up and making a plan again in July because the market was kind of turning back up and now equity markets…”
Oct 25, 2024 bearish
Sacks: Debt monetization will drive interest rates up and clobber equities and real estate
“If you're going to allow higher inflation, basically monetizing the debt, the bond markets are going to make the government pay higher interest rates on its debt, right? So we're going to be in a world of higher interest rates, which means that equities get cl…”
Mar 8, 2025
May 24, 2025 neutral
May 24, 2025 bearish
Palihapitiya: Bond market will re-underwrite federal budget at 5% to 5.5%
“I think what's going to happen is the bond market will sensitize this budget at real rates. They're not going to use the 3.6 that Freebrook pointed to. They're just going to re underwrite this at five, five and a quarter, five and a half.”
Aug 29, 2025 bearish
Friedberg: Dropping short-term rates will spike 30-year bond yields via inflation
“The problem is, as a lot of economists have talked about, and as we've seen in the bond market, is that that could Really push up the long end of the curve, because if you suddenly start to flood the market with capital in the short term by dropping rates toda…”