Chelsey Dulaney
speaker
358 appearances
8 recordings
2 series
first heard Aug 2025
last heard 2 Sep
Chelsey Dulaney’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Sep 2026 with 1.
Appearances
So we're breaking through a lot of historic levels in the bond market.
Japanese yields up to the highest level since nineteen ninety-six.
Yesterday, Germany, France, the UK, Italy, multi-year highs, the US Treasury yield has broken above four point eight percent, the highest level of the Trump presidency.
And it seems to be continuing today.
I'm I'm looking at my screen and and bonds are selling off in Japan.
Europe, the US, so it doesn't seem to be slowing.
It's not just US Treasuries that have been getting hit.
Some of the bond markets that have been getting hit even harder are, you know, Japan, France, the UK, Italy.
These are all places that have debt problems.
So I think you can't ignore that either.
And then I think the other thing that you hear a lot from investors is that you have a ton of debt being issued by US tech companies for AI build out.
So that's created a new source of competition in the market.
So governments are trying to sell a lot of bonds, and you know, these tech companies offer higher yields on their bonds.
So governments are are having a little bit of a tougher time attracting
investment at the same time that they're trying to issue record numbers of of bonds.
Yeah.
I mean, I also don't know how how much investors had had really hoped for a kumbaya moment between the major economies, but I think a lot of tensions have spilled out into the open.
You have the European governments pointing fingers at the US and then
You have Treasury Secretary Scott Bessant saying the bond market has been the best performing bond market.
What happens over a month doesn't matter.
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