Are there hidden market patterns that signal massive economic change? A weak dollar and rising yield on the ten year treasuries sent Wall Street into panic mode over fears that Trump was torching the global economy with his tariff wars. Since 1945 the U.S. dollar has been the bedrock of the global economy. Trump’s reckless behavior has allies and enemies alike wondering if this is the end of U.S. hegemony in the world. Last week when the dollar and ten year treasury yield briefly split, the global bond market suddenly came into focus and was on everyone’s radar. This episode boils down the jargon to explain what’s going on and why everyone freaked out. Ultimately, while we may not tear down the global order, there’s no question that we won’t restore faith in the U.S. Dollar and economy until Trump is out of office.

Access the episode Show Notes.

Resources

Compound Real Estate Bonds: Bond Vigilantes: Definition, Role & Impact on Markets

EWA: The Relationship Between US Dollar Index and US 10 Year Treasury Bond

Investopedia: Bonds: Treasury Yields and Interest Rates

CNBC: Investors are growing concerned about a U.S. asset exodus as Treasurys and the dollar decline

Privalgo: The relationship between bond yields and currencies

ScienceDirect: International capital flows and U.S. interest rates

St. Louis Fed: Nominal Broad U.S. Dollar Index (DTWEXBGS)

St. Louis Fed: Market Yield on U.S. Treasury Securities at 10-Year Constant Maturity, Quoted on an Investment Basis (DGS10)

Darden Report Online: What the Sell-Off in Treasuries Means for Your Mortgage

The Washington Post: Fact Check: Has Trump declared bankruptcy four or six times?

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