A bond vigilante is a bond market investor who protests against monetary or fiscal policies considered inflationary by selling bonds, thus increasing yields.
In the bond market, prices move inversely to yields. When investors perceive that inflation risk or credit risk is rising they demand higher yields to compensate for the added risk. As a result, bond prices fall and yields rise, which increases the net cost of borrowing. The term refers to the (alleged) ability of the bond market to serve as a restraint on the government's ability to over-spend and over-borrow.
隻要Trump怕點什麽就好。股市大跌他不在乎，因為很多投資大佬在CNBC說他在T1.0時很在意股市表現，這次他就刻意表現出不在意。
但前幾天債券行情讓很多債券專家們很恐懼，因為債券市場波動就是向T表明，如果你繼續你的Tariffs政策，美國和全球將進入recession。還好Bessent是懂市場的，他周末去海湖莊園勸T改變Tariff政策，還好他聽進去了。
這段艱難時間過去後，下半年可能會有減稅+Deregulation政策出台。
年底大盤和個股不會太差的！
