US 30yr yields

TVC:US30Y   US 30Y yield
Update on US long end rates view. YCC or not this is what I think could happen over next 2 years. When I was on the fixed income trading desk at Lehman in '88 we had short end paper that yielded double digits....and given the amount of fiat being printed this could be just the start of the back up in yields
Since I posted this over two years ago US long end rates have nearly DOUBLED.
We may get some indigestion at current levels but ultimately I think we have a date with 4.7% to 5% area in coming quarters.
Worth reminding some folks about the generational bull market for inflation and yields that we have been in since 2020 lows.
We still have many many more years if not decade+ for this to play out.
Long bond 4.75%......5% next target.
Still some folks fighting this, even some old timers who moaned at me weeks ago.
Generational bull market for inflation and yields.
Don't shoot the messenger. I've been short bonds for more than 3 years.
Well here we are now at 5.08% and still headed higher.
Folks still trying to fight/fade this move and getting burned.
Medium term target of 5.4% now in sight.
I've been calling this for 3 years. Nearly there. Then PERHAPS we may get a pause/pullback in yields.
There are many more years to play out in the generational BULL market for inflation and yields.


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