2 #TorstenSlok, chief economist at Apollo Global Management: With #hyperscalers issuing more #debt, #AI is increasingly also driving returns in #bondmarkets 🧵

"I am here to state emphatically that bond market traders are not the problem, and they are not the threat. .. Instead let us salute the bond markets for warning the British public of the real threat posed to the British economy by the enormously powerful and unaccountable neoliberals governing the Bank of England"
Ann Pettifor

#BankOfEngland #BondMarkets #UKPolitics

Blame the Bank of England for Bond Market Turmoil
https://annpettifor.substack.com/p/blame-the-bank-of-england-for-bond

Blame the Bank of England for Bond Market Turmoil

… not 'Bond Market Vigilantes'

System Change
2 Bloomberg: The drama kicked off on Thursday after the #BankofEngland said it “stands ready to act” against a surge in #inflation, leading #traders to ramp up bets on an #interest-rate hike as soon as next month. #bonds #BOE #bondmarkets #Gilts
1 Bloomberg: Short-term #bonds plunged yesterday and the selling is continuing today. The #UK, in particular, is turning into an epicenter of the turmoil, with 10-year #yields hitting the highest level since 2008. 🧵 #bonds #bondmarkets

Rising yields signal central banks may delay rate cuts as war-driven energy shocks ripple through global markets.

#Energy #RateCuts #BondMarkets #Inflation #MarketInsider

https://marketinsider.net/bond-markets-flash-warning-as-inflation-risks-resurface/

Bond Markets Flash Warning as Inflation Risks Resurface - Market Insider

Rising yields signal central banks may delay rate cuts as war-driven energy shocks ripple through global markets.

Market Insider
4 Bloomberg: … and to shield #households from higher #energy #costs. Globally, #bonds today surrendered their year-to-date gains. #markets #bondmarkets
3 Bloomberg: The conflict’s #fiscal consequences are reverberating across #bondmarkets worldwide. #Yields have spiked from the #UK to #Germany to #Australia to #Japan amid the prospect of more borrowing to pay for defense … 🧵
2 Bloomberg: The #selloff has pushed the #30-year #Treasury yield to close to 4.90%, the highest in a month, as #investors factor in the cost of #militaryoperations. 🧵 #markets #bonds #bondmarkets
1 Bloomberg: Here’s evidence that #investors still see #Treasuries as the premier haven in turbulent times: #USbonds are wrapping up their best monthly performance in a year. 🧵 #markets #bonds #bondmarkets
So with this and Japan and Denmark and European rearmament and Trump, etc, #bondmarkets are never going to get back to stable normality?

RE: https://bsky.app/profile/did:plc:5zca2ola2zxpkw37w4f3wxtu/post/3mdkv5fzbp22u