US bond sell-off stirs warnings over stock market strength

One metric derived from US inflation-protected government securities — the 10-year break-even rate — recently rose to its highest point since 2014, at 2.2 per cent.

Inflation is kryptonite to bonds

FT 18 February 2021


https://www.ft.com/content/00c99cd2-7f9a-4a37-bb20-ce8d96f2527f


Next Bubble U.S. Government Bonds

https://www.internetional.se/bondsnext.htm

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