Permanent Capital @PermanentCapit
Joined August 2026-
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USA, JP e FR stanno prezzando un futuro molto diverso dal passato: inflazione che rimane e term premium più alto.L’Italia, al confronto, sembra quasi virtuosa. -> BTP 10y, o questi yield sono semplicemente uno specchietto per le allodole mentre gli Stati inflazionano il debito?
Global bond markets are on fire. Every day yields rise in one place or another. Biggest mover today is Japan, where 10y10y forward (red) is up 10 bps. That spills over to everywhere else and pushes yields up globally. We're witnessing a global sell-off... robinjbrooks.substack.com/p/global-bond-…
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