What stands behind the jump in bond yields? The sharp warning from the legendary investor
Ray Dalio links the jump in yields, Japanese bond sales, and the budget hole in Washington, warning that the US is entering the final stages of the debt cycle • What's behind the forecast and…
Assessment
Ray Dalio, a legendary investor, is tying together three alarming signals: rising bond yields, Japan selling off its U.S. Treasury holdings, and a widening budget gap in Washington. His warning is blunt , the U.S. is entering the end phase of the debt cycle. For investors, this means the comfortable assumptions about safe government bonds may be cracking. Dalio is pointing to a structural shift, not a temporary hiccup, and his track record suggests this warning deserves attention.