Röd öppning och Rött slut 9 oktober

 

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Law of Unintended Consequences Caused the Great Bond Rout

Nobody could have predicted the Treasury market’s collapse of the last two years — apart from every critic of artificially low interest rates since John Locke.

Niall Ferguson Bloomberg 9 oktober 2023 

Worst Bond Collapse in 150 Years Caused by Unintended Consequences - Bloomberg


John Locke

https://www.econlib.org/library/Enc/bios/Locke.html






Problemet är att utbudet av obligationer är gigantiskt. 
Min gissning är att obligationsköparna snart återvänder. 

Henrik Mitelman DI 10 oktober 2023

https://www.di.se/analys/nya-hotet-mot-borsen/

 
Treasury-market selloff has become the worst bond bear market of all time, according to BofA

MarketWatch 9 October 2023

https://www.marketwatch.com/story/treasury-market-selloff-has-become-the-worst-bond-bear-market-of-all-time-according-to-bofa-9bed8832




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