reply on: Norinchukin sounds warning as higher-for-longer rates inflict losses \ stacker news ~econ

54 sats \ 1 reply \ @0xbitcoiner 24 Jun \ parent \ on: Norinchukin sounds warning as higher-for-longer rates inflict losses econ

I think $63B won't be anything special and markets can absorb these amounts without much difficulty, but if they start coming one after the other, here we go again.

48 sats \ 0 replies \ @siggy47 OP 24 Jun

Like you and I talked about last week, I think it's the solvency of the banks that are more concerning than what it does to the bond market. That is until the dominoes really start falling.