bond bros is it over for us

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Doller gonna fail to the top side. Because it's a matter of time when this country is going to sell the treasury , and bond yields gonna skyrocket.bank starts failing . But who cares until the election anyway the market is manipulated .

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I don’t see US bond making move

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Only Japan government can make this kinds movement, I guess Japan dumping US treasury bond to save their currency

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Looks like BOJ intervention has taken place. Does that mean long end bond prices go up?

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while there may not be realized losses if they help till maturity. There is still opportunity loss. Those billions of dollars could be earning 5%+ interest right now, but instead, they are sitting in 10-20 years treasuries earning less the 1% interest. That is a lot of income losses. Also as the rate rises, depositors also expect a higher rate on their deposit, otherwise, they may withdrawn money and put it somewhere else to earn higher interest. Which could create a bank run. If you have 100k, why would you leave it in your saving earning 0.02% interest, when you can get 5% from CD, treasuries, cash mutual fund, ect.. So the banks are losing money on both end. Not only are they not making money with the billions in bond, they are also losing money by paying depositors high interest rate.

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The bond unrealized losses are mainly a liquidity issue. You'd have to identify banks with actual real liquidity problems, and then also pray they don't find a way out of the mess or get saved by the Fed. Banks that have plenty of liquidity can just wait out the unrealized losses, it's not like bag holding a stock, it WILL recover as it approaches maturity. Honestly for interest rate risk from bonds to actually kill a bank, it has to be pretty poorly managed or have a really lopsided balance sheet. Basically it takes a pretty smooth brained banker to go "I'm going to have bonds in case I need them for liquidity, I know what I'll do, I'll put it in long term bonds!". They definitely exist, but most banks are in short to medium duration bonds where they can wait out their current problem.

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Biden keeps spending, bond market implodes. Remember something: the people who comprise the US government do not care about the US government. They serve one group of people: Wall Street (and Israel by extension). Yes, your government hates you and does not care about you. Welcome to America.

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The treasury announces their guidance or some shit may 1st. Bond market should move a lot one direction or the other.

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1994 returns were: BAML US Treasury index -3.45%, MSCI EM equity index -8.67%, BAML EM Debt index -15.33% There actually was a crash but it was in the bond markets, S&P rose 1% that was one of the reasons behind the start of largest move to equities and away from yield markets.

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