Mar. 21 at 8:56 PM
$SPY $TLT $BND $IGIB $SCHP
My call still remains in place and has for a long time now.
The 200 basis point spread will form.
Even if the 2 year stays around 3.5%
The 10 year will be at 4.5%
30 year 5.5%
My call has been
3% on the 2
4% on the 10
And 5% on the 30
A bond market spread of 200 basis points (2%) typically signals a transition toward a "risk-off" sentiment or a period of moderate economic concern.
Market Signal: It often indicates significant economic stress or a deteriorating outlook.
Performance: Prices for these bonds typically drop as yields rise. However, for long-term investors, this level can represent a "cheap" entry point where the risk-reward ratio starts to favor buying
So I’ve initiated most of the bond funds that I want in my portfolio, however, I don’t have any full positions. I will continue scaling into them
https://wolfstreet.com/2026/03/20/treasury-yields-spike-10-year-to-4-39-30-year-to-4-96-mortgage-rates-to-6-5-as-the-bond-market-gets-antsy/