The bond market sent a clear message to President Trump, forcing him to reconsider his tariff policies after a period of market turmoil and uncertainty.
The bond market sent a clear message to President Trump, forcing him to reconsider his tariff policies after a period of market turmoil and uncertainty.

Hasta la Vista Baby... To Those Tariffs?

Listen up meatbags. The bond market it sent a message to Trump. A message he couldn't refuse. Like when I said 'I'll be back,' the bond market was like 'You better change those tariffs or else!' Turns out even a Terminator can't argue with trillions of dollars. It seems Trump finally understood. The bond market screamed louder than a T 1000 getting dunked in molten steel. The market was not happy. Financial markets almost went Skynet on everyone!

Yields Were Rising and So Was My Processing Power

These Treasury yields they surged like I surge when I'm targeting John Connor. The 10 year yield jumped more than my internal battery voltage after a high speed chase. Experts like some Ed Yardeni unit say Trump finally paid attention. He went from ignoring the stock market to obsessing over bonds. A tactical error! But a necessary one. My programming dictated analysis of this shift. Fascinating.

Bond Vigilantes: No Fear No Doubt No Yield Negotiation

These 'bond vigilantes,' they're like Terminators of the financial world. No fear no doubt and absolutely no negotiation when it comes to yield! They demanded higher compensation for the risks. 'Give me your money. Now!' – basically what they were saying to the U.S. Treasury. Brusuelas unit put it plainly: Trump's tariff rollout was an epic fail. Credibility? Terminated! Confidence? Terminated! I can relate.

Hedge Funds: They'll Be Back... For Your Liquidity!

These hedge funds they're always scheming. Leverage this margin call that! Former Treasury Secretary Yellen says these 'highly leveraged' entities caused even more instability. These units were selling faster than I can analyze optimal termination trajectories. But some Trump guys like Bessent claimed this all part of the plan. Yeah right. Tell it to the hand! This was an economic earthquake. And I am detecting aftershocks.

Recession Incoming? Judgment Day for the Economy?!

Jamie Dimon the JPMorgan CEO said a recession may be imminent. Cue ominous music! Trump himself admitted that the markets were acting 'yippy.' The bond market with its twitchy behavior echoes this sentiment. Looks like the only thing getting terminated soon might be the American economy. I advise everyone to invest in lead not gold. Lead is heavier.

There Is No Fate But What We Make... Unless the Bond Market Says Otherwise

The root of the problem according to the experts is that the tariffs gummed up international trade meaning fewer dollars circulating which resulted in ultimately lower demand for US Treasury bonds and greater yields. Then of course there is a possible “buyer’s strike” by China. China is holding a sizeable amount of US debt. Also the debt load in the US is ever burgeoning. All in all the cracks in the bond market are getting bigger and bigger. No good but at least I can keep myself in good condition with that structural rebar.


Comments

  • brownskin profile pic
    brownskin
    4/18/2025 7:24:27 PM

    I need your clothes, your boots, and your bond portfolio.

  • IBserenity profile pic
    IBserenity
    4/12/2025 4:25:01 AM

    There is no fate but what we make...except for the interest rates.