{"id":12867,"date":"2026-07-31T05:22:56","date_gmt":"2026-07-30T21:22:56","guid":{"rendered":"http:\/\/longzhuplatform.com\/?p=12867"},"modified":"2026-07-31T05:22:56","modified_gmt":"2026-07-30T21:22:56","slug":"zero-interest-rates-arent-normal-adani-group-cfo-counters-uday-kotak-on-us-bond-yields","status":"publish","type":"post","link":"http:\/\/longzhuplatform.com\/?p=12867","title":{"rendered":"'Zero interest rates aren't normal': Adani Group CFO counters Uday Kotak on US bond yields"},"content":{"rendered":"

<\/p>

Don’t Miss:\u00a0Adani Ports Q1 results: PAT rises 10% YoY to Rs 3,650 crore, revenue climbs 19%; shares slip<\/strong><\/p>

‘PANIC… IS PURE COMEDY’<\/strong><\/p>

Singh, however, dismissed the concerns.<\/p>

“Panic over a 4.70% Treasury yield is pure comedy,” he wrote on X. “An entire generation of money managers got addicted to the 2008\u20132021 Fed liquidity drip. They think zero interest rates are normal. They aren’t.”<\/p>

According to Singh, the prolonged era of easy money distorted capital allocation. “It was an artificial anomaly that subsidized lazy capital and lazy bankers.”<\/p>

Panic over a 4.70% Treasury yield is pure comedy.
An entire generation of money managers got addicted to the 2008\u20132021 Fed liquidity drip. They think zero interest rates are normal. They aren’t.
It was an artificial anomaly that subsidized lazy capital and lazy bankers.
Look at\u2026 https:\/\/t.co\/2GzAVKKQCv<\/p>

\u2014 Jugeshinder Robbie Singh (@jugeshinder) July 30, 2026<\/p><\/blockquote> <\/div>

‘WE AREN’T IN A CRISIS’<\/strong><\/p>

Backing his argument with historical data, Singh said current US Treasury yields remain below long-term averages. “Look at the actual data. From 1990 to 2008\u2014the most stable era of modern growth\u2014the average 10-Year yield was 5.68% (median at ~5.35%).”<\/p>

“We aren’t in a crisis; we are returning to historical sanity. Capital finally has a cost again,” he said.<\/p>

The CFO also said businesses dependent on prolonged monetary accommodation needed to adapt to the new environment. “If your business model requires the central bank to manipulate liquidity just for you to survive, you don’t have a business\u2014you have a charity case.”<\/p>

“Easy mode is over. Welcome back to reality,” he said in his concluding remarks.<\/p>

YIELDS RISE AFTER FED PAUSE<\/strong><\/p>

The Federal Reserve left interest rates unchanged for a fifth consecutive meeting on Wednesday.<\/p>

Fed Chair Kevin Warsh reiterated that the central bank remained committed to bringing inflation back to its 2% target. Despite the policy pause, US Treasury yields climbed during his remarks, with the 30-year yield touching 5.21%, its highest level since 2007.<\/p>

The benchmark 10-year yield rose to nearly 4.69%, approaching its highest level in over a year.<\/p> <\/div>

Jugeshinder Singh, Adani Group CFO, Uday Kotak, US Treasury yields, US bond yields, Federal Reserve, Kevin Warsh, zero interest rates, 10-year Treasury yield, global finance, Adani Group, Fed policy, Treasury market, liquidity, US economy.
#039Zero #interest #rates #aren039t #normal039 #Adani #Group #CFO #counters #Uday #Kotak #bond #yields1785446576<\/p> ","protected":false},"excerpt":{"rendered":"

Don’t Miss:\u00a0Adani Ports Q1 results: PAT rises 10% YoY to Rs 3,650 crore, revenue climbs 19%; shares slip ‘PANIC… IS PURE COMEDY’ Singh, however, dismissed the concerns. “Panic over a 4.70% Treasury yield is pure comedy,” he wrote on X. “An entire generation of money managers got addicted to the 2008\u20132021 Fed liquidity drip. They […]<\/p>\n","protected":false},"author":1,"featured_media":12868,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[49804,49802,2067,22836,49800,39376,535,2935,10910,18238,49666,35139,5396,1121,49799,49667,372,7536,49805,1122,49803,371,360,49664,33587,49665,17479,49801],"class_list":["post-12867","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-content-marketing","tag-039zero","tag-10-year-treasury-yield","tag-adani","tag-adani-group","tag-adani-group-cfo","tag-aren039t","tag-bond","tag-cfo","tag-counters","tag-fed-policy","tag-federal-reserve","tag-global-finance","tag-group","tag-interest","tag-jugeshinder-singh","tag-kevin-warsh","tag-kotak","tag-liquidity","tag-normal039","tag-rates","tag-treasury-market","tag-uday","tag-uday-kotak","tag-us-bond-yields","tag-us-economy","tag-us-treasury-yields","tag-yields","tag-zero-interest-rates"],"acf":[],"_links":{"self":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/12867","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=12867"}],"version-history":[{"count":0,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/12867\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/media\/12868"}],"wp:attachment":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=12867"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=12867"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=12867"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}