The U.S, UK, Japan, Germany etc all Govt debt under pricing pressure. As yields keep increasing has there been a change of investor perspective from return on capital to return OF capital? For me its starting to smell that way?
Suggested solutions in no more than three sentences?
Sovereign nations don’t default.
Nuclear powers don’t default.
[fill in the blank] don’t default.
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Inflation is going to inflate. You need to buy assets to retain value. If you don’t buy assets you’ll miss the boat. Study 80’s Stagflation cos it’s coming back
Urgh. Red flags everywhere imho
Apols that didnt work. 30 year gilts at 5.69% 50 year have just gone over 5%
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Apparently good insight here but I have yet to read it.
I wonder where Sir Kier fits on that chart.
100 more years of managed decline and gerontocracy to come for the UK.
The French are usually a decade ahead of European politics - and there, the boomers come out in full force for Macron. The statistics from u30 voters are suggesting that even… Unexpected voters are pulling for Le Pen.
But we can’t have that here - FPTP means that that it will never happen in the UK. No one will ever pose a serious risk to the Tories or Labour. Managed decline it is! Enjoy your meals.
On this:
Quotes:
The working-age population faces “slavery,” he said, because it’s having to repay “loans that were light-heartedly taken out by previous generations.”
All this to help… boomers, as they say, who from this point of view consider that everything is just fine,” he said in a televised interview.
Gilt yields are at their highest rate in over 27 years as of today btw
Please bro just one more lock on the pensions bro one more lock. Quadruple lock is all I want bro we don’t need anything more bro just one more. Please. Please bro
I take it that you are not a boomer
I see the MSM have picked up on this in the last 48 hours. Next will be the calculation of the additional losses incurred by the BOE holdings of gilts/treasuries etc. Funded by HMT (i.e the taxpayers). A total cluster imho.
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Do you have any charts for these losses over time?
This is the most recent but still doesnt take into account the yield rises in the last couple of months. Hope helps?
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