>>62647872Good!
Many such cases, check France as well.
>>62647872The bond markets are going to have to fall in line
>>62647880Yeah Germany 10y made a new 15 year high today.
It’s almost time…
>>62647872The UK could've been like Switzerland if they just stopped immigrants from the beginning
>>62647872Good fuck that shithole
>>62647872>>62647880>>62647906So recession soon?
People who think stock markets will crash as a result are the ultimate midwits. We are watching the fiat currency experiment fail and everything will continue to go up (in nominal terms)
>>62647892Is she for real?
>>62648212A global synchronised bond crisis in the western sphere has now been seen before. This is the whale of all whales. I’m not selling my gold that’s for sure. I want money OUTSIDE the system.
>>62648246Surplus producing countries are chilling, deficit leeches like the US and the UK will just have to suck some cock and reduced their perpetual deficits
>>62648252Depends entirely on what the surplus is, you can’t eat rare earths
>>62648212No. Wealth confiscation through CBDCs soon.
Why line go up no good?
another piece of shit worthless thread
>>62647872The sovereign bond crisis has everything to do with the AI trade. These negative cashflow companies are gobbling up debt and pushing yields higher in the broader bond market. The bubble is popping.
>>62647892Brits are funny
>>62648623Kek but these AI companis might just win and only government debt pops
>>62647872I live here and it's true. We're fucked.
>>62647872And Japan. The whole damn world is about to be on the brink.
>>62648853The whole world?
>>62648877Russia will be ok but yes china will also be fucked because they won’t have any foreign consumption
>>62648623The biggest debt gobblers are governments themselves. Governments are issuing massive amounts of bonds because they're running massive deficits.
>>62648877Yes.
>>62648898Governments actually generate revenues through taxes. AI makes no money. It can't even pay the interest on the debt, and they can't keep refinancing at higher rates forever. The party will come to end.
>>62648887Russia has horrible bond yields, due to high central bank interest rates and due to investors naturally getting spooked when Cucktin consistently refuses to retaliate over the bombardment-by-proxy. Luckily for Russia, it has a very low debt load and a relatively low deficit despite war spending.
>>62648204One third of Switzerland population is foreign born. You sound retarded
>>62648911Neither do governments generate enough revenue to cover spending, hence the massive deficits. In theory the problem could be solved by spending cuts and tax hikes, but in reality there is no political space to do that.
>>62648908>Random chink living in a ghost city with 1 million in debt has a trad white wifeDalitsaars don't look...
>>62647872BOND MARKETS WILL HAVE TO DO WHAT THE DEI HIRE SAYS THEY SHOULD
AAAAAAAAAAAAAAA
the idiots dont understand simple economicstechnology leads to productivity gians but if the money don't trade hands (or trickle down) - there is no actual gain for the state tax base or the economy. and money dont trickle down from tech booms, they concentrate in few hands and these hands dont get taxed. real estate booms on the other hand to lead to actual economic growth because money trade hands, people get jobs and spend. and this is a goysumer economy. let's see the economy with mass unemployed or undermployed goys. I bet will be seeing 0% and even below zero rates in the next 2 years.Long gold
>>62648925Problem with spending cuts is that the biggest items are things like pensions and health care of retirees. Tax increases could help deal with inflation by taking money out of the economy but that risks causing business stifling deflation. It's a shituation.
>>62648918They're German, French, and Italians, not Indian and mystery meat browns my low IQ friend. The UK could have been a desirable place. Sad!
>>62648982uh oh, stinky
>>62648925Yes, governments spend more than they make. But I don't think you appreciate the scale of the financial black hole that is AI.
>>62648262rare earths is such a small fucking niche sector. No economy has a surplus on that
>>62648993>Problem with spending cuts is that the biggest items are things like pensions and health care of retireesYes and that's a big problem because old people have the highest voter turnout
>>62647872and thats beautiful
>>62649173those are boomer pensions evaporating btw
>>62647872isnt this a good thing?
>>62649207Why would it be good?
>>62649233because I hate the uk
>>62647880>>62647906Poland is also fucked
>>62648846Elaborate
>>62649235A reasonable stance.
>>62647872Does this mean that the big dip is coming and if you have money then it's time for generational wealth?
>>62649472yeah, like "the big dip" you could buy when the roman empire was crumbling
>>62649472The debt bubble collapse is global now, it is very hard to predict the outcome and depends on what governments will do, they can cut pensions and rugpull boomers, print money and cause more inflation, either way, there is no good outcome
>>62647892inb4 IMF bailout
>>62648246>global synchronised bond crisis in the western sphere>>62648266>Wealth confiscationIt'll make many debt-financed assets default (capital costs go up, real economy goes down), trigger a mass debt collaterialization crisis (see The Great Taking). That's the "financial sector" side. The governments will have fiscal confiscation programs like in Weimar or post-WWII Germany. CBDCs come a bit later (very early 2030s) since they're not ready for rollout at this point.
>>62649235Yes, it's a great thing
>>62649496Who do you think funds the imf? There is no bailout for these players
>>62647872>the bonds aren't 0.07whats the point of bein a brexit geezer innit
>>62647872Isn't this just market forces? Why buy govt bonds/gilts/whatever the fuck when you can get better results in other assets? Stocks, commodities, etc. Defined pension funds barely exist anymore, so the demand for a reliable fixed income is lower.The idea is that you now build up that reliable fixed income through years of investing in assets that can appreciate faster than bonds through your 401k or work pension plan.
>>62649540>Isn't this just market forcesno shit>when you can get better results in other assetsthey cantfucking retard
>>62647872you only just noticed?it's been collapsing for decades
>>62647872their debt and public sector like national health care have collapsed under uncontrolled migration. like baltics have now much higher living standard than UK, Poland will soon surpass them too in living standardin the future the less population you have the better the countries will do because of AI and robotics
>>62649613>like baltics have now much higher living standard than UK, Poland will soon surpass them too in living standarddelusional
>>62649613The baltics are still pretty far behind the UK anon, you're getting a little ahead of yourself.
>>62648918>austrians and germans are the same as somalis and arabs>you sound retarded for not agreeing with this
>>62649615>>62649618https://www.numbeo.com/quality-of-life/rankings_by_country.jspthey have much surpassed already, estonia is above unites states and sweden
>>62649582>they cantBut they can? The defined benefit pension is dead. When they were the norm, it made investing in govt bonds the sensible option precisely because they always paid a fixed amount on an exact date, just like the pensions had to, even if the ROI was crap.With the rise defined contribution pensions, which have almost entirely replaced the defined benefit pension, why buy bonds? The entire scheme now revolves around just getting the biggest ROI. Bond yields naturally have to rise in order to stay competitive. Why invest in some shitty euro govt debt when you can just park your money in a big fat global/S&P ETF and get better performance?
uk and france are 23rd and 24th postiion, these is basically third world. they are lower than lithuania and czech republic in living standard
>>62649633>Poland twenty points behind the UKas I said
>>62649643i said poland will soon surpass and baltics have alrady surpassed, which is correctuk is thirld world you realize it the moment you land there
>>62649635stocks are much more risky, are you twelve or something?
>>62649540>when you can get better results in other assets? Stocks, commodities, etc.lmao you're about to find out the very hard way why the (real) smart money buy bondsEnjoy your next 2 lost decades
>>62649633Ah, yes, Oman. Very comfy these days, between two Shahed rains.lol, lmao even.TOPKEK
>>62647872Turns out shitskin adult daycare is not viable societal spec
