"Shameless QE Coming" - Matthew Piepenburg on Bond Yields, Japan, Debasement, War, AI and Gold
The bond market is flashing a warning most investors are ignoring - and Matthew Piepenburg says the consequences reach far beyond rates, mortgages, and government debt. When 10-year Treasury yields surge, the ripple effects can hit the dollar, stocks, credit markets, and even social stability.Paul Buitink sits down with Matthew Piepenburg, partner at Von Greyerz, to unpack why the U.S. and global bond markets are under unprecedented strain. Recorded on the 20th of August, 2026.From Japan’s role as the largest holder of U.S. Treasuries to France’s rising borrowing costs and China’s long game…
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