But not this time.

This chart shows why investors should be worried about the latest bond-market selloff

Yields have climbed while growth expectations have tumbled

Jens Nordvig of Exante Data highlighted the recent breakdown in the relationship between the yield on the 10-year Treasury note and economists’ expectations for economic growth two years out.

In the past, when bonds sold off, it typically was seen as a promising sign for stocks. It meant that traders were betting on a stronger economy.

But not this time.

A selloff in global sovereign bonds has taken investors by surprise, although none of the issues investors appeared to be taking issue with are recent developments.

Joseph Adinolfi MarketWatch 22 May 2025

https://www.marketwatch.com/story/this-chart-shows-why-investors-should-be-worried-about-the-latest-bond-market-selloff-115b473b




This Time Is Different.
Förut var räntan låg under många år. Dollarn var hög aka Den svaga svenska kronan.
Nu är räntan stigande och dollarn fallande.



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