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Bond Market Alarm Bells Sounding
Blain’s Morning Porridge Feb 10th, 2026 – Bond Market Alarm Bells Sounding
“Feche le vache..”
Did someone say Century Bond? What’s not to like about the bond market? Rates are going to fall! Everyone wants to buy credit (at historically tight spreads) and the biggest most successful firms on the planet are paying 70 cents over Treasuries for your money! What could possibly go wrong?
100-year Sterling bonds from Google? Wow. That’s…. interesting. (Ding, Ding, Ding…. Bond market alarms going off very loudly in my head.)
What do the buyers of that Century bond know that we don’t? There are so…
The skinny
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