[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  The Kobeissi Letter [@KobeissiLetter](/creator/twitter/KobeissiLetter) on x 948.3K followers Created: 2025-05-28 16:01:00 UTC This is incredible: The difference between Microsoft's 30Y bond yield, $MSFT, and the US 30Y Treasury yield is just XX basis points, the lowest on record. The extra yield that investors demand to own Microsoft’s 30Y bond over 30Y US Treasuries is now down -XXX bps since 2020. This comes as the 30-year Treasury yield has risen by XXX bps over the last X years. Microsoft is now on track to have a lower credit risk than the US by as soon as next year. Meanwhile, the 10-year annualized return in 15Y+ Treasuries dropped to -0.6%, the lowest in history. Deficit spending is crushing the US bond market.  XXXXXXX engagements  **Related Topics** [msft](/topic/msft) [$msft](/topic/$msft) [microsoft](/topic/microsoft) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/KobeissiLetter/status/1927757004099219838)
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The Kobeissi Letter @KobeissiLetter on x 948.3K followers
Created: 2025-05-28 16:01:00 UTC
This is incredible:
The difference between Microsoft's 30Y bond yield, $MSFT, and the US 30Y Treasury yield is just XX basis points, the lowest on record.
The extra yield that investors demand to own Microsoft’s 30Y bond over 30Y US Treasuries is now down -XXX bps since 2020.
This comes as the 30-year Treasury yield has risen by XXX bps over the last X years.
Microsoft is now on track to have a lower credit risk than the US by as soon as next year.
Meanwhile, the 10-year annualized return in 15Y+ Treasuries dropped to -0.6%, the lowest in history.
Deficit spending is crushing the US bond market.
XXXXXXX engagements
Related Topics msft $msft microsoft stocks technology
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