Has the Bond Bubble Popped?

in bonds •  8 years ago 

In this video I talk about the government bond market and the fact that yields have made a bottom or prices topped earlier in July, 2016 and how it seems that central banks have lost control of longer term interest rates.

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  ·  8 years ago (edited)

Thanks for the video on this subject. Perhaps arcane, as you say, but I personally believe this is the iceberg that may sink the Titanic. What happens when long rates rise and the prices of assets on central bank balance sheets crash? Conveniently, the Fed (& I assume others) do not require mark-to-market accounting, but can they maintain the pretense of central bank solvency? The loss of confidence will be explained as a "financial crisis" (by which they mean a liquidity crisis with a ready-made central bank solution, i.e. more currency creation), but they can't hide a solvency crisis forever. And how can confidence be restored...? In the past, gold has been the ultimate confidence-building tool. The financial "geniuses" running central banks, IMF, BIS, etc. never pass up an opportunity to disparage gold and question its relevance, but I don't think they ever put their money where there mouth is and sold it (except maybe Bank of England... ooops...)

Another great video and again happy to share this on Twitter✔ for my followers to read. Following and looking forward to reading more of your posts. Cheers. Stephen