The Bond Vigilantes Are Here

Alf and Brent discuss the incredible price action we are witnessing: USD down, equities down, and now bond yields up too. This is what Bond Vigilantes price action looks like, and while it's typical in emerging markets it's almost unprecedented in the US. 

Want to reach out to Alf? Ping him on BBG: Alfonso Peccatiello
Want to reach out to Brent? Ping him on BBG: Brent Donnelly

Transcript: https://www.spectramarkets.com/tmtf-transcript-10apr25/