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But we saved everything 🙂.
Greg Ip points out that being invited onto radio shows to discuss the bond market is an indicator of growing concern in the sector.
He suggests that increased media focus could signal underlying issues within the bond market.
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Ip previously reported on Stan Druckenmiller's criticism of Treasury Secretary Scott Bessent over efforts to defend Treasury yields, warning that persistent intervention could carry risks (link). In another article, he highlighted that nine leading tech firms have made about $3 trillion in off-balance-sheet AI commitments (link). Both reports reflect ongoing attention to large-scale financial exposures.