The bond market is going out of control worldwide, with long-term yields skyrocketing, and it’s not even blinking at the stock market’s recent dive. This is a big deal because it shows investors are seriously worried about debt and inflation, not just stock prices. Higher yields mean borrowing gets pricier for everyone, from governments to homeowners, and it could signal tougher times ahead.
Long-Term Bond Yields are exploding higher across the world 🚨 pic.twitter.com/xD6BcgSnEF
— Barchart (@Barchart) May 25, 2025
Global yields are in a holding pattern with a strong upside bias.
Continuation patterns are evident, particularly in the UK 10-year.
The major equities sell-off didn't impact yields, which is worrisome. A 40-50% sell-off with no recovery for years is needed; otherwise, we're… pic.twitter.com/0f8Kn2R0sx
— The Great Martis (@great_martis) May 24, 2025
USD/JPY
Breach of major trendline.
This not good.
This very bad. pic.twitter.com/lVnqTusDvq— The Great Martis (@great_martis) May 25, 2025
This is incredible:
The Bank of Japan owns 52.0% of all domestic government bonds.
By comparison, life insurers, banks, and pension funds hold 13.4%, 9.8%, and 8.9%, respectively.
According to Bloomberg, the Japanese government now holds $7.8 trillion of debt.
This makes the… pic.twitter.com/0m494vLMML
— The Kobeissi Letter (@KobeissiLetter) May 24, 2025
🚨🚨OH….. MY….. GOD
DESJARDINS PREDICTS CANADA WILL ISSUE MORE DEBT IN 2025-2026
than they did during the PANDEMIC
$600B worth. If bond yields spike we're done. pic.twitter.com/DttEyRRZbZ
— Tablesalt 🇨🇦🇺🇸 (@Tablesalt13) May 24, 2025
US 30-year update:
4.98% was reached as predicted, then rose above 5%. The handle pattern is forming. A major equities sell-off could steepen the handle or void the pattern. If equities rise, yields will surge.
The next few weeks shall be telling.
Hope this helps. https://t.co/JxzigdtLWs pic.twitter.com/YmLWtJOdt2
— The Great Martis (@great_martis) May 24, 2025