Your Evening Read - The Bond Trap: How Treasury Markets Became the Riskiest ‘Safe Haven’
For decades, U.S. Treasuries were the bedrock of global finance, always predictable, liquid, and safe. But what if the entire bond complex is now a ticking time bomb?
In this excellent piece from Harper’s, Mary Childs uncovers how Treasury markets, once boring by design, have become distorted by over-engineered plumbing, fragile liquidity, and algorithmic gamesmanship.
She traces the rise of hedge fund-driven leverage, shadow banking’s bond dependencies, and policy missteps that could turn a benign downturn into a liquidity crisis. Far from a haven, Childs suggests Treasuries might be the next epicenter of financial instability… and few investors are ready..
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Podcast Highlight - Positioned for the Melt-Up? Why Sitting on the Sidelines Might Be the Real Risk
In a new episode of MacroVoices, strategist Darius Dale flips the bearish consensus on its head. While many investors brace for recession or stagflation, Dale lays out a compelling case for a “melt-up”… driven by resilient growth, fiscal tailwinds, and improving liquidity conditions.
He warns that clinging to defensive positions could mean missing one of the strongest legs of the current cycle. If you're still in cash or overweight bonds, this episode may leave you questioning everything. Dale doesn’t just predict a rally… he names sectors, timeframes, and catalysts! A must-listen for anyone rethinking macro positioning.