Behind the bond chaos lies a deeper tension — between fiscal excess, inflation, and a fragile belief that the US dollar will go strong or not. Is gold the answer, or just another illusion?
Disclosure: I use GPT search to collect facts. The entire article is drafted by me.
Last month’s U.S. Treasury sell-off sent shockwaves through global finance, overturning conventional market wisdom and leaving seasoned investors questioning foundational portfolio strategies. As yields spiked violently upward, the supposedly unshakeable bedrock of the financial system trembled, wiping out months of painstaking gains in just five trading sessions, reminding bond investors of the old market adage: “earnings accrue slowly, losses come quickly.”
What spooked the world’s deepest and most liquid market? And what does it tell us about the future of global finance?
April’s Treasury rout wasn’t just another market hiccup. It was a warning shot that demands our attention.
