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The Bond Markets are Set to Roil Markets with a Reset
Blain’s Morning Porridge – September 24th, 2026
“The bond market is not your friend. It is reality.”
In Bond Markets there is truth – and they are flashing warning signals a systemic market reset is on the cards. As rates rise, the relative prices of all financial assets will be impacted as the price of money normalises. It’s a period of transition with a high chance of an unstable reset, which is magnified by QE setting a false expectation of long-term low rates, and the growing realisation financial systems will suffer from political incompetence.
Key Takeaways:
Equities tell stories and…
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