This WSJ piece reads like Tiggity wrote it: Treasury Selloff

Tropical · 2025-04-09T12:25:34.823Z

Falling demand suggests loss of financial confidence in US as Donald Trump escalates trade standoff with China https://apple.news/AsmfAcXFGR2e97XV96FIsuA I will leave it to the MAGA economic experts to “Tell me Something Good”. For your entertainment… https://www.youtube.com/watch?v=cm_cFzVAoo8

Dramatic sell-off of US government bonds as tariff war panic deepens

Tiggity®

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It's likely caused by one of two things, neither being good.

Apr 9, 2025, 8:34 AM

One possibility, the most likely, are hedge funds cashing in on basis trades. The other, foreign countries (likely China but probably others) are selling large swaths of treasuries. Either way, the bond markets are not acting as they should, facing what the equities markets are doing. I mentioned this yesterday, and only time will reveal the source or problem. Oddly, the dollar is remaining strong in the face of all of this, but I think it is the last, and ultimate domino to fall, IF THIS KEEPS UP.

By destroying the economy, and especially the dollar, Trump can then reduce, or even remove the benefits we enjoy from foreign trade. If we get as poor as Vietnam, or China, or the countries we trade with, then the scales can tip in favor of factory/industrialized jobs and Trump's dream.

Make America Poor Again. Then American will work like Trump envisions, and his promises can come true. Low interest rates, deflation or low inflation, low gas prices, and all these new and wonderful factory jobs to replace lawyers, accountants, IT specialists, computer engineers, software developers, chemical engineers, chemists, etc.

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This WSJ piece reads like Tiggity wrote it: Treasury Selloff

It's likely caused by one of two things, neither being good.

Dramatic sell-off of US government bonds as tariff war panic deepens

It's likely caused by one of two things, neither being good.

Economies evolve with time. Dated models & relationships may not hold

That's Congress.

Default risk going up.

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