The Bond Markets are Set to Roil Markets with a Reset

Podcast: Blain's Morning Porridge · Bill Blain

Opublikowano: 2026-09-24

Blain’s Morning Porridge – September 24th, 2026 “The bond market is not your friend. It is reality.” In Bond Markets there is truth – and they are flashing warning signals a systemic market reset is on the cards. As rates rise, the relative prices of all financial assets will be impacted as the price of money normalises. It’s a period of transition with a high chance of an unstable reset, which is magnified by QE setting a false expectation of long-term low rates, and the growing realisation financial systems will suffer from political incompetence. Key Takeaway...