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"Apocalypse Doctor": The bond market will punish the "Trump policy".
Rubini stated that if bond yields rise and the stock market adjusts, the "bond guardian" believes that Trump's policies are unsustainable, so economic advisors would warn Trump not to adopt radical populist economic policies, but rather to be more moderate.
Higher U.S. Growth Could Hurt Long-Dated Bonds -- Market Talk
U.S. Treasury Yields Seen High Enough to Attract Investors
Is a 5% 10-year t-note not far away?
Trump is about to return to the White House, greatly disrupting the outlook for US debt, tax cuts and high tariffs as well as fiscal plans will push up US bond yields, eventually the 10-year yield may rise to 5%.
Stanley Druckenmiller Interview: Macroeconomic Insights from an Investment Legend
Terminal Fed Funds Target Seen Higher Due to Likely Higher U.S. Fiscal Spending
