gordonlee8964.bsky.social
👤 Joined on 23 September 2026
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@gordonlee8964.bsky.social套用一位推友的简介:击毙一个马斯克,这是一举两得,即同时消灭一个匪谍和一个费拉,留下一个自由人和一个死人。
Show PostIf the deficit is 6% of the GDP, then the short term treasury yield should be at least 6%, where long term treasury should be at least 8%. The risk premium should be even higher in an inflationary environment.
Show PostFor example the Germany 30 Year Bond yield rise from 3.48% to 3.95% YTD, meanwhile the US 30 year bond yield experience a much larger jump from 4.83% to 5.61%...
Show PostWell the long term treasury yield of other major countries did not rise as much as the US treasury yield from the same period. That's a sign of the US Dollar losing its safe haven status because usually the opposite happens when a crisis like this occurs...
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