Independent thinking for complex markets and current events
China’s silver imports exploded in March.They jumped +78% month-over-month to a record ~836 tonnes.That’s +173% above the normal 10-year seasonal average for March.Big surge came from retail investors buying silver bars plus solar panel makers stocking up before tax rebates ended. China is clearly hoarding silver hard right now. h/t daddysgirl794
10-year Treasury yields hit 4.4% for the first time since July 2025. But war, exploding debt and soaring inflation will drive yields much higher. Without big rate cuts and massive QE (a mistake), stocks and real estate will crash, resulting in a financial crisis worse than 2008. — Peter Schiff (@PeterSchiff) March 20, 2026 🚨 …
All-time highs in dollars just expose how fast the currency is collapsing. Trump just celebrated the S&P 500 hitting an all-time high. But look at the chart below. This is the S&P 500 priced in Gold (Real Money). It isn't going up… it's free falling. We just broke a 10-year support line and the US …
news alert: climates change over some xyx period of history pic.twitter.com/lNmQ9G9apB — Mo 🔋 (@modusbyte) January 22, 2026 🚨BREAKING: 🇩🇪 GERMAN CHANCELLOR REVEALS THE EU IS A COMPLETE FAILURE: "Germany and Europe have wasted incredible potential. We have become the world champion of over-regulation and zero growth." pic.twitter.com/HGZGS1czvm — Based Hungary 🇭🇺 (@HungaryBased) January 22, …
Japan's 10-Year Treasury Yield jumps to highest level in more than 27 years byu/RobertBartus inEconomyCharts Japan will dump US bonds. h/t RobertBartus
BREAKING 🚨: U.S. Treasury Market 10-Year Treasuries suffered their largest delivery fail rate in 8 years 🤯📉 pic.twitter.com/xph8wivnfc — Barchart (@Barchart) December 28, 2025 $30.5 billion worth of trades in the most recently issued 10‑year Treasury note failed to settle during the week ending December 10. This is the highest level of delivery fails since …
Michael Burry warns the U.S. might be headed towards full nationalization of the Bond Market 🤯👀😱 pic.twitter.com/Enwbs6ZFnS — Barchart (@Barchart) December 12, 2025 10Y 4.2 Powell is fuming — Don Johnson (@DonMiami3) December 12, 2025 10 year yield right back up to 3 month highs despite the Fed announcing t-bill QE. The bond market is …
10-year bonds are currently rising worldwide, something is going on? byu/Dramatic_Economics61 inWallstreetsilver The Bond Market is expecting more QE and inflation. Consequently, Bond Investors want a higher yield to compensate for a failing currency. Add the fact Major Money Managers are now recommending selling as much as half your Bond holdings and buy gold. …
The pic.twitter.com/n5DK9NBjyU — David Levenson. I am increasing low beta leverage. (@PolarityRadio) December 8, 2025 The US 10-year yield has been in a downtrend since May (highlighted). Now it looks more like a breakout. pic.twitter.com/rVzSNwmvfi — Jim Bianco (@biancoresearch) December 8, 2025 A BIG STORM IS COMING!!! Look at these yields… – U.S. 10Y is …
The 30-year just broke out of its 3-month range. If it keeps rising, it may turn from a range bounce into a rising trend. US 10-year bond yield is set for its biggest weekly gain since June 2025. Despite Fed cutting rates, 10-year bond yield is above 4%. Not a good sign for risk-on assets. …
JUST IN 🚨: Japan 10-Year Bond Yield hits highest level since the Global Financial Crisis 🤯👀 pic.twitter.com/tYCu25ZL7R — Barchart (@Barchart) September 26, 2025 Bitcoin Major trend breach. This not good.This very bad. pic.twitter.com/zdp0u6thRk — The Great Martis (@great_martis) September 26, 2025
Do stupid things, win stupid prizes federal edition. I hope he enjoyed his ten days of fame. Was it worth ten years? I don’t think so. 🚨 BREAKING: The man who went viral for TOWING AWAY an ICE vehicle while they were making an arrest in Los Angeles has now been ARRESTED himself FAFO, loser. …
BIG changes in the UK in regards to their immigration policies: * skill level to enter to UK will be degree level. * fees for employers who are hiring from overseas will go up. * English language requirements increase. * contributions based model for citizenship that will go up to 10 years from 5. * …
There goes the euro again. I can't stress this enough: The US dollar is at a critical turning point, in my view. We're on the verge of entering negative territory in the 10-year rolling performance of the DXY index. pic.twitter.com/uBcv9cePPQ — Otavio (Tavi) Costa (@TaviCosta) April 16, 2025 Welcome to the era of gold. The …
Gold just had a historic breakout The 50 year chart – adjusted for inflation – is in uncharted territory past the 1980 peak pic.twitter.com/nWSFhhPY5J — Katusa Research (@KatusaResearch) April 12, 2025 Gold have much more upside than most anticipate. From 2001 to 2011 within 10-year period gold price increased 8 fold from $235 to $1,915. …
US Treasuries fail to attract demand – Lower confidence in U.S. economy signals alarm! h/t RobertBartus
🇺🇸 INFLATION FOR MARCH JUST CAME IN BELOW EXPECTATIONS US CPI for February just came in at +2.4% YoY below expectations of +2.5% YoY pic.twitter.com/poThrsLSWZ — Evan (@StockMKTNewz) April 10, 2025 BREAKING: Inflation in the US is now down 60 basis points in 3 months. pic.twitter.com/xeWfmv5oh3 — The Kobeissi Letter (@KobeissiLetter) April 10, 2025
Japanese 10-Year Bond Yield jumps to highest level since the Global Financial Crisis byu/RobertBartus inEconomyCharts https://twitter.com/leadlagreport/status/1905008623799177521
This is what happens when a nation buries itself in endless monetary easing and ignores basic fiscal reality. The Bank of Japan has been suppressing yields for years, but cracks are forming, and the moment they lose control, it’s game over. *JAPAN 10-YEAR YIELD RISES TO 1.4%, HIGHEST SINCE 2010 Leeroy Japankins pretending it does …
by confoundedinterest17 Because they’re young. Bonds that is. Longer term bonds and notes are preferred by primary dealers over short-term Treasury bills. The US Treasury yield curve 10Y-2Y is finally positive after years of being negative. And the all important 10-year Treasury yield sits at 4.56%.
by AnonymousTimewaster Is now the time to start buying UK Gilts? With the Bank of England ramping up its Quantitative Tightening (QT) program, the dynamics around UK gilts are becoming increasingly intriguing. The BofE’s aggressive offloading of bonds has not only driven up yields but also sparked debate about its impact on the cost of …
Yikes. So how can Japan keep their 10 year bond yield at 1.1% with their 30 year bond ripping higher? Their 2 year bond yield is .6% None of this seems sustainable Their currency will get trashed. https://t.co/zRpxIojQl6 — QE Infinity (@StealthQE4) January 15, 2025 And yet isn’t enough… JGB 30Y yield now rising to …
China’s $11 trillion government bond market has moved into uncharted territory. As their government rolls out widespread stimulus, yields are hitting record lows. The gap between yields in Japan and China are now at a record low of just ~70 basis points. China is in trouble. pic.twitter.com/j1vrmW6Hxe — The Kobeissi Letter (@KobeissiLetter) December 28, 2024 …
Steepest drop since September 2008. pic.twitter.com/8lMdk43vdb — Financelot (@FinanceLancelot) December 16, 2024 China’s retail sales rose by 3% in November from a year ago, according to National Bureau of Statistics data released Monday, missing the forecast of 4.6% in a Reuters poll. That marked a sharp slowdown from 4.8% growth in the previous month. Retail sales in October …
For the first time in 22 years, the 10-year Treasury yield has exceeded the S&P 500's earnings yield. The S&P 500 equity risk premium has also fallen to -0.44%, well below its long-term average. Over the last 5 years, the difference in yield has fallen by 5 percentage points… pic.twitter.com/hR5gSb35HH — The Kobeissi Letter (@KobeissiLetter) …
10y inflation swaps jumped with the market Make inflation great and middle class poorer again pic.twitter.com/skURIoF9md — Alessio (@AlessioTMAD) November 7, 2024 ALERT: Inflation-adjusted S&P 500 is very over-extended This also happened in: – 1913– 1929– 1965– 1999 Some of them were strong melt-ups But the market eventually fell With at least a 60% drop …
Treasury yields surged Wednesday as Donald Trump won the U.S. presidential election over Vice President Kamala Harris, with a Republican sweep in Congress possibly also in the cards. The 10-year Treasury yield jumped 17 basis points to trade at 4.461%, hitting its highest level since July as investors bet a Trump presidency would increase economic …
BREAKING: Federal Reserve’s Reverse Repo fell by $50B to $155B for the first time since 2021. Normally when this money market fund liquidity leaves RRP it goes into U.S. Treasuries, driving yields down. Instead the U.S. 10 year yield rocketed to 4.365% this week. BREAKING: Federal Reserve's Reverse Repo fell by $50B to $155B for …
The trajectory. pic.twitter.com/7x59bmBk5k — Tuomas Malinen (@mtmalinen) October 23, 2024 Why in the hell are we cutting interest rates? Honestly it’s complete insanity. The bond market hates the idea as you can see by the rising 10 year yield. Inflation is still a major problem and is not under control. — QE Infinity (@StealthQE4) October …
