Tag Archives: bond yields

Japan’s post-1989 experience provides a long-running case study on the limits of monetary and fiscal stimulus. After the collapse of a combined equity and property bubble, Japan relied on sustained deficits, near-zero interest rates, and repeated stimulus to stabilize growth. While markets eventually recovered in nominal terms, the process took decades and coincided with a sharp rise in government debt. In 2026, rising bond yields and higher debt servicing costs are testing the durability of this approach. The Japanese experience offers a relevant framework for assessing similar policy paths now being followed globally.

With interest rates rising and stock prices falling investors are, naturally, starting to think about bonds so, what are bonds, why should you own them and which should you consider investing in? This article has the answers.

Martin Armstrong provides a remarkable explanation of what is going on right now with the U.S. dollar, bond yields and the current price of gold. It would be well worth your time to read and reflect on what he has to say.

The Fed's buying of U.S. Treasuries by creating currency (paper money) out of thin air is inflationary (either now or long term) and those that do not accept this premise are, with all due respect, daft, and is sure to result in a momentous growth in the value of hard assets such as gold and silver. Here's why.

[No wonder you are confused!] Several technical and fundamental indicators have flashed caution to no avail and this has given way to an uncomfortable tension beneath the surface as investors try to find answers while keeping pace with performance. Below are 10 mixed signals about the near-term direction and theme of the markets.

4 economic conditions need to be in place for interest rates to rise ahead of – and independent of – the Fed’s forward guidance. The economy met only one of those conditions to date but will likely meet all four by the end of the year...What follows is a status report on the four conditions.

What does it look like when a 30 year bull market ends abruptly? What happens when bond yields start doing things that they haven't done in 50 years? If your answer to those questions involves the word "slaughter", you are probably on the right track. Right now, bonds are being absolutely slaughtered, and this is only just the beginning. So why should the average American care about this?

If yields on U.S. Treasury bonds keep rising, things are going to get very messy. What we are ultimately looking at is a sell-off very similar to 2008, only this time we will have to deal with rising interest rates at the same time. The conditions for a "perfect storm" are rapidly developing, and if something is not done we could eventually have a credit crunch unlike anything that we have ever seen before in modern times. Let me explain.

The economic outlook for most major economies has deteriorated rapidly meaning we'll almost certainly see more shocks in the financial markets. Given the nature of the current economic crisis — one defined by unsustainable debt — history suggests those shocks [could] come in the form of sovereign debt defaults and currency devaluations. This possibility has increased the specter of risk for every region of the world and dampened investment returns for the entire global economy. [What should we do?] Words: 631

Our leaders will eventually face an Armageddon unlike any since the Civil War unless they must either muster the courage — and the support of the people — to accept the pain and make the sacrifices of a lifetime … or face the downfall of America. Words: 1086