Monday Macro - watch 30-year T Bonds, tightening liquidity, stronger sterling and the cost of sequencing

There must a decent possibility that the next big bonds blow up could be in the US. And also be ever so cautious about the US Dollar remaining king of the castle.

Watch 30-year Treasury bonds

OK, so it looks like the (UK) Incompetence Tantrum by the Bond Vigilantes might be drawing to a close with Mr Orthodox, Rishi Sunak in charge as PM. Given that he had a Bloomberg installed in his office at the Treasury, I think we can say with some certainty he will be sensitive to ‘the markets’ views, whatever they might be.

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