Every warning light is flashing red and Wall Street is still pretending this is just a vibes problem.
“The last lender” before the Fed – is it starting to approach critical levels?🛑
JPMorgan’s LCR in Q4 2025 stood at 115%… the lowest level since 2019.
And this is after the bank reduced its repo book by 22% QOQ.
JPMorgan’s balance sheet is now so constrained that it can barely support overall market stability anymore.
The rest of the market is currently running on fumes
"The last lender" before the Fed – is it starting to approach critical levels?🛑
JPMorgan's LCR in Q4 2025 stood at 115%… the lowest level since 2019.
And this is after the bank reduced its repo book by 22% QOQ.
JPMorgan's balance sheet is now so constrained that it can… https://t.co/iPqQqCLaGk pic.twitter.com/9p8rmKPP4a
— Amit Noam Tal (@amital13) January 13, 2026
I can say with high confidence that we're approaching the tipping point … a major sell off looks increasingly likely, one that should drive the Nasdaq down toward the lower boundary of the broadening pattern, around 14,000.
God bless and godspeed. pic.twitter.com/QunMRsgFPu
— The Great Martis (@great_martis) January 13, 2026
maybe this $DJI double reversal top is telling us scotus will rule in favor of Trump's tariff. $spy $vix pic.twitter.com/EaoXkUcOLn
— SwingTrader (@SwingTraderQ) January 13, 2026
People scared of Iran getting nuked? pic.twitter.com/jbvWJVFMPQ
— TT3 (@TradingThomas3) January 13, 2026
The 10-year Japanese government bond now yields 2.18%, and it’s the highest since 1999. I think a quick move up to 3% is likely. That could force the Japanese government to sell Treasuries to service its debt. The result could be a U.S. dollar and sovereign-debt crisis. Got gold?
— Peter Schiff (@PeterSchiff) January 13, 2026
JUST IN 🚨: Japan's 10-Year Yield soars to 2.17%, the highest level since 1999 👀🤯 pic.twitter.com/JhNyR0cTVc
— Barchart (@Barchart) January 13, 2026
🚨US consumers have NEVER been this pessimistic about the economy:
The index of current conditions in the University of Michigan survey is near an ALL-TIME LOW.
This is below Great Financial Crisis levels and below the 1970–1980s period of extreme inflation and unaffordability.… pic.twitter.com/p1SYSWTmzg
— Global Markets Investor (@GlobalMktObserv) January 13, 2026