Global bond selloff continues. The US 10-year yield has been in a downtrend since May, now it looks more like a breakout.

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A BIG STORM IS COMING!!!

Look at these yields…

– U.S. 10Y is going up.

– U.S. 30Y climbing.

– Australia’s 5Y and 10Y pushing new highs.

– Germany, France, Spain, all drifting higher at the same time.

And yet everyone’s still running around yelling “no recession,” “everything is fine.”

Meanwhile the bond market, which is usually right long before stocks wake up, is basically tapping us on the shoulder saying:
“Hey… something’s off.”

Here’s why this matters:

When yields rise everywhere, the entire world gets more expensive to finance.

– Governments pay more.
– Corporations pay more.
– Housing slows.
– Credit tightens.
– Consumers pull back.
– Emerging markets get crushed.

None of this hits instantly, it stacks. Slowly. Quietly. Then suddenly.

This is exactly how downturns start: not with a crash, but with a slow, boring climb in yields that everyone ignores because stocks are still pumping.

And that’s the funny thing…

Equities love pretending nothing’s wrong, right up until the moment everything finally breaks.

Bond traders aren’t doomers. They’re just the only ones who don’t fall for the storyline.

So while people are busy arguing about AI, flipping memecoins, or celebrating new ATHs, the bond market is quietly tightening the screws on the entire system.

You don’t need to panic.
You just need to stop acting like rising yields are a background detail.

Every major financial “oh sh*t” moment in the last 30 years started with charts that looked exactly like this.

Pay attention now, or wonder later why nobody warned you.

When I officially exit all markets, I’ll share it here for the whole world to see. Don’t miss it.

You’ll wish you followed me sooner.