Beaten-Down Bonds Tempt With Huge Return Potential

It was a good week for besieged US government debt. Benchmark US yields dropped around 20bps for the week, tied for the second-largest rally since the August growth scare. Bonds are nowhere near out of the woods, but it paid to catch the falling knife after US payrolls overshot earlier this month. The combination of oversold conditions, lopsided positioning, Scott Bessent's reassurances (such as they were) and, most importantly, benign reads on consumer and producer prices, were enough to s

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3 thoughts on “Beaten-Down Bonds Tempt With Huge Return Potential

  1. Bonds are great and all, but now we have official $TRUMP meme coins from dear leader.

    I’d love to see how the MAGA faithful and crypto bros spin this one. I honestly prefer the blatant out in the open corruption vs the backdoor Saudi deals.

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