/biz/ - Business & Finance

>>56376290
You're dumb.
You still don't understand that the conflict was allowed to happen, essentially as a false flag, in order to create a bid for bonds.
Israel was warned 3 days in advance, let it happen. The conflict is real - but it was allowed to create a bid for bonds.
Now it is turning out to be nothingburger - they are selling the bonds again.
It is because "nothing ever happens" that bonds will continue to sell off.
If yields continue to go higher, we will see the financial accident.

>>56375608
You're fucking retarded. This has nothing to do with /pol/ you mongoloid retard.
Buddy. Read these articles. I'm not making shit up you fucking retard.
https://www.zerohedge.com/markets/turmoil-markets-sets-flight-quality
https://www.reuters.com/markets/us/us-treasury-futures-rise-flight-quality-cautious-fed-speak-2023-10-09/
the conflict created bond buyers. this is not under dispute, not up for debate lmao.
>omg it' a nothing burger, you're just /pol/!!!
You're fucking retarded dude! You don't fucking get it. It's not about the conflict. It's about the fucking bonds. We had no bond buyers. This created bond buyers.
God. You're so fucking retarded.
If yields keep going up, we will see
>pic related
NOBODY GIVES A FUCK ABOUT THE CONFLICT
WE CARE ABOUT THE BONDS
You're fucking retarded!

But anon, why does it matter?
Yields can just go higher, then people will buy the bonds, right?
No. Yields can't go higher.
https://archive.is/pzfec
>Eventually something will break’: JPMorgan strategist warns rising bond yields could unleash a ‘financial accident’
>“If rates continue to rise the way that they’ve been rising, eventually there will be a financial accident, eventually something will break and that will get the Fed moving in the other direction,” he said.
The banks are already sitting on hundreds of billions in losses on their bonds. They cannot take yields moving sharply higher. We will see SVB, UK pension funds round 2, electric boogaloo.
https://archive.is/GmbZz
https://www.ft.com/content/df4f343c-5666-43a2-ba01-ef315bfb119a

>>56316060
buddy. you're just completely out of the loop, a retard in a class of normal children.
>you're just a doomer!!
https://archive.is/pzfec
>Eventually something will break’: JPMorgan strategist warns rising bond yields could unleash a ‘financial accident’
>“If rates continue to rise the way that they’ve been rising, eventually there will be a financial accident, eventually something will break and that will get the Fed moving in the other direction,” he said.
>pic related
If oil prices rise, it will make inflation rise.
If inflation rises, bond prices will fall, yields will rise sharply.
If bond prices fall sharply, we will have the "financial accident" that JP Morgan is explaining in this article
the banks balance sheets cannot withstand a sharp move lower in bond prices - we will see what we saw with Silicon Valley Bank (and the UK pension funds) all over again IF oil price move higher
and it seems extremely likely that oil prices will move higher in response to this Middle East uncertainty / conflict, so it also seems extremely likely that the bond yields will also move sharply higher - the "financial accident" seems almost inevitable (IF, and only IF oil prices move sharply higher)