“Hyperscalers dramatically increasing their CapEx commitments... now net free cash flow negative... going to the bond market and the long end of the bond market”
DR
David Rosenberg
Macro Voices ·
“What would it take for the bond market to have a negative return over the next 10 years? It would take 14%-15% 10-year yields in the next five to seven years.”
Jim Bianco · Monetary Matters with Jack Farley · Jim Bianco: Why I’m Finally Buying Bonds After Six Years
Play from 4:47
4:47
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What was described
Calculated the yield level needed for the bond market to deliver a negative 10-year total return
14%-15% 10-year yields over the next 5-7 years
Said nearby on the same subject
“Cap rates are only now about a percent above the... 10-year government bond rate... yields 6%, 6.5%... cap rates should really be between 8% to 10%”
SW
Stuart Weems
Investopoly ·
“EM local bonds were up almost 18 percent last year…still higher on the year while other fixed income returns are flat to negative.”
BK
Brij Khurana
Alpha Exchange ·
“The diversifier is a bond that the best predictor for intermediate majority bonds is the starting yield. Yields have a lot of room to fall… cushion the downside.”
♫
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