가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

The Kobeissi Letter
@KobeissiLetter
Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: support@thekobeissiletter.com
가입 June 2015
598 팔로잉 중    2.7M 팬
US bond market volatility is at historic levels. The MOVE index jumped +19% last week, its largest weekly increase since April 2025, following "Liberation Day." This index is also called the "VIX of bonds" and measures the yield volatility of 2Y, 5Y, 10Y, and 30Y Treasuries. This marks its 3rd-largest weekly increase since the 2022 bear market. The move comes as the 10Y Note Yield jumped +17 basis points last week, to 5.17%, its highest level since June 2007. At the same time, the 30Y Note Yield rose +16 basis points and surpassed 5.50% for the first time since June 2004. To put this into perspective, in the week ending March 17th, 2023, the MOVE Index surged +29% following the US banking crisis, when 3 regional banks collapsed. The US Treasury market is experiencing crisis-like volatility.
더 보기