Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Swedish Alecta has sold off an estimated $8B of US Treasury Bonds

di.se

Post reply on HN
Print view View original

141–150 of 192 posts

Re: Swedish Alecta has sold off an estimated $8B of US Treasury Bonds

#141

Post by zrn900 »

downrightmike wrote: post #96
loeg wrote: post #34

US 10- and 30-year bonds are trading at their highest yields (lowest prices) since, uh, August/September 2025. Or in historical context, rates that were more common before 2007 and the ZIRP period.

Which explains why the DOJ is going after the FED for not lowerign interest rates. They assume ZIRP will solve their problems, but that just kicks the can down the road, and it won't go far this time. Even Japan, which was our model for yield curve control has abandoned that theory. Bunch of dumb people running the room and no experts.

Dumb people? Those dumb people made billions of dollars with that scheme and dumped the bill on the shoulders of people - like you. Who's the dumb one...

Re: Swedish Alecta has sold off an estimated $8B of US Treasury Bonds

#142

Post by zrn900 »

zppln wrote: post #9

What are some realistic alternatives to US markets here? Selling is one thing, the question is what to buy instead? I mean, everyone starting to buy european instead would be great for stock prices, but it wouldn't make the underlying assets more valuable, right?

> What are some realistic alternatives to US markets here?

It seems to be precious metals. And at this point in time, especially silver. Even Indian government seems to be stockpiling silver.

Re: Swedish Alecta has sold off an estimated $8B of US Treasury Bonds

#143

Post by downrightmike »

zrn900 wrote: post #141
downrightmike wrote: post #96

Earlier quoted context omitted.

Which explains why the DOJ is going after the FED for not lowerign interest rates. They assume ZIRP will solve their problems, but that just kicks the can down the road, and it won't go far this time. Even Japan, which was our model for yield curve control has abandoned that theory. Bunch of dumb people running the room and no experts.

Dumb people? Those dumb people made billions of dollars with that scheme and dumped the bill on the shoulders of people - like you. Who's the dumb one...

Corrupt dumb people

Re: Swedish Alecta has sold off an estimated $8B of US Treasury Bonds

#144

Post by downrightmike »

TacticalCoder wrote: post #124
downrightmike wrote: post #96

Earlier quoted context omitted.

Which explains why the DOJ is going after the FED for not lowerign interest rates. They assume ZIRP will solve their problems, but that just kicks the can down the road, and it won't go far this time. Even Japan, which was our model for yield curve control has abandoned that theory. Bunch of dumb people running the room and no experts.

> Even Japan, which was our model for yield curve control has abandoned that theory. Common please: Japan's rates have hovered around zero for about 30 years. Three decades. Japan has never been the model for yield curve and the theory they "abandoned" has been recently abandoned, after three decades.

Did you skip 2020? And this was before the pandemic https://www.brookings.edu/articles/the-new-tools-of-monetary...

Re: Swedish Alecta has sold off an estimated $8B of US Treasury Bonds

#145

Post by xorcist »

loeg wrote: post #58
Braxton1980 wrote: post #50

Earlier quoted context omitted.

Almost every 1st world country has a more predictable and honest leader right now

You've answered a different question than the one I asked. I think the US will continue to pay its debts, under this president and the one who replaces him in three years.

The risk for credit default is very close to zero, but the risk for renegotiated contract terms is not zero. That's what the whole Mar-a-Lago Accords was about. It is a strategy that describes in detail how that would be executed. The likeliness for which is up for debate, of course, but it's certainly not a risk free asset.

Add to that the rampant debt increase over many decades and zero political will to rectify the situation, which is why the rate of return is so much higher than in more politically stable countries such as for example Switzerland, Germany or Sweden.

Re: Swedish Alecta has sold off an estimated $8B of US Treasury Bonds

#146

Post by marcyb5st »

vdupras wrote: post #140
marcyb5st wrote: post #118

Earlier quoted context omitted.

Swiss bonds are super safe, but they have ~0 interest rate and so you lose out on inflation.

Well, CHF gained 12% on USD YoY, so I guess that it ends up being much better yields than US treasuries.

That is fair. Sorry, colored by the fact that I actually live in Switzerland and so investing them in Swiss treasuries is like keeping the cash for me.

Re: Swedish Alecta has sold off an estimated $8B of US Treasury Bonds

#149

Post by gambiting »

loeg wrote: post #139
gambiting wrote: post #122

Earlier quoted context omitted.

>>especially in the hypothetical scenario where the US is unstable? How does it feel to bury your head in the sand so hard that you can't see what's happening around you?

Do you think if you just sneer hard enough, it makes your viewpoint true or persuasive? There are probably two or three different commenting guidelines this runs afoul of: https://news.ycombinator.com/newsguidelines.html

No I just think this is so obvious by reading literally any news website for 5 minutes that I can only conclude that someone saying it's "hypothetical" is either acting maliciously or they are actually ignorant of what's going on.

Re: Swedish Alecta has sold off an estimated $8B of US Treasury Bonds

#150

Post by blitzar »

irishcoffee wrote: post #30
margalabargala wrote: post #7

Earlier quoted context omitted.

1/4000th in this context seems huge to be honest.

If the US paid $8B towards it debt every _day_ it would take over thirteen _years_ (completely ignoring interest accumulation, which isn't realistic) to pay off $38T in debt. I don't see how this is huge in context, it is indeed symbolic. Please don't get me wrong here, I am neither advocating the selling or not selling of US bonds. This specific sale just isn't statically significant in a vacuum. If this precipitate…

> If the US paid $8B towards it debt every _day_

The US currently borrows an additional $9.5B every _day_ to fund itself.

Post reply on HN