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@ halalmoney
2025-05-02 14:53:09
Summary of "Watch for the ripples in otherwise calm bond markets" (Financial Times)
Key Points:
• Despite a broad rebound in US equities following recent tariff-related market shocks, long-term US Treasury yields have not fully mirrored this recovery.
• The bond market, which often appears calm on the surface, may be masking underlying stresses or "ripples" that could signal deeper issues or upcoming volatility.
• Such disconnects between equity and bond markets can be early indicators of changing investor sentiment, economic uncertainty, or shifts in expectations regarding inflation and monetary policy.
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