2-year Archives - Citizen Watch Report

Japan’s 2-year bond yield has surpassed levels last seen during the 2007-08 crisis. We have entered fear.

February 4, 2026 8:16 pm

Japan's 2-year bond yield has surpassed levels last seen during the 2007-08 crisis. pic.twitter.com/RFlJtwEfp7 — Koyfin (@KoyfinCharts) February 4, 2026 we have entered fear pic.twitter.com/7wCRBfGDch — amit (@amitisinvesting) February 3, 2026 We will get another wave of inflation… …but not until we get a deflationary crash first. https://t.co/Xmk3IqpGwR — Kalani o Māui (@MauiBoyMacro) February 4, …

Historically, it’s a good time to buy gold when the 2-year yield trends downward, the US dollar weakens, and economic activity is deteriorating.

June 24, 2025 8:25 pm

The correlation is not perfect every time, but it is well-supported by data and market behavior over multiple cycles. One more final push and bonds switch to bullish. Here's the 10Y. Right on the edge of resistance.$TLT pic.twitter.com/ZJly6dvUAe — Fibonacci Investing⚡️ (@FibonacciInves1) June 24, 2025 You are here. Right before a HUGE Fed rate cut …

The more Powell speaks, the higher 2-year yields climb. Markets losing patience. He won’t commit to even one cut: “Not sure, we will look at the data.”

May 7, 2025 10:06 pmMay 7, 2025 3:01 pm

Powell admitted that even though the markets are pricing in multiple rate cuts this year, Powell himself has no idea if the Fed will be cutting rates at all this year. The truth is the Fed should be hiking rates. Cutting rates instead would just compound the Fed's mistake. — Peter Schiff (@PeterSchiff) May 7, …

China’s 2-year government bond yields drop below 1%, economy is rapidly slowing. Second largest economy in world DEFLATING now.

December 20, 2024 12:15 pm

For reference, Chinese yields are already lower than during the peak of the Great Financial Crisis and the pandemic meltdown. Something huge is happening in China – and we should pay attention. 2/ pic.twitter.com/zwWT9y7jsQ — Alf (@MacroAlf) December 20, 2024 The Chinese private sector debt as a % of GDP has exploded north of 200%, …

Hedge funds have amassed the largest 2-year Treasury short position ever recorded

October 31, 2024 10:18 pm

They believe that the prices of these bonds will drop, which typically happens when interest rates rise. By shorting these bonds, they’re hoping to profit if their predictions about the market come true. Largest 2-Year Treasury Short Position in History 🚨 Hedge Funds have now built the largest 2-Year Treasury short position in history pic.twitter.com/mhzOmhCWWf …

The yield curve continues to steepen. Yields on 10-year Treasuries are the highest vs 2-year yields going back to 2022.

September 16, 2024 8:59 pm

10-year Treasury yields being the highest relative to 2-year yields since 2022 indicates a widening gap. This is typically seen as a signal of improving economic conditions or inflationary pressures in the long term, as investors demand higher returns for holding longer-term bonds. Conversely, it can also suggest that the market expects economic challenges ahead, …

Japan’s fiscal + monetary foundations are cracking. 2-year yield pumping, now over 0.4%. 3 decades of ZIRP and NIRP continues to end.

May 31, 2024 3:57 pm

Japan's fiscal + monetary foundations are cracking. Everyone should be aware how a breakage will affect global capital flows and their family's wealth. $JPY pic.twitter.com/TCOWHUeGCt — IceCap (@IceCapGlobal) May 31, 2024 It looks like the #BOJ (Directly or through proxy bonks) is back at playing with currency swaps to tame the raise of the $JPY …

Billionaire Stan Druckenmiller Takes ‘Massive’ Bullish Positions in 2-Year Notes Amidst Economic Concerns

November 6, 2023 9:40 am

Billionaire investor Stan Druckenmiller, known for his market insights, is making significant moves by taking “massive” bullish positions in two-year notes. His actions come as growing worries about the economy loom on the horizon. Recent data showing a spike in youth unemployment during September and October is ringing alarm bells, historically indicative of past recessions. …

Yellen’s Move to Issue 2-Year Treasuries May Signal Imminent Forced Liquidation

October 31, 2023 9:10 amOctober 31, 2023 6:31 am

The decision to issue 2-year treasuries instead of 30-year bonds may not have been a mistake; it could be indicative of a forthcoming forced liquidation in the financial markets. Most of the global financial system and global banking system is insolvent already with losses on US Treasury bonds. The PPT & ESF are trying to …

2-year Treasuries will soon surpass S&P 500 earnings yield

October 9, 2023 5:58 am

Source: BlackRock 2023 global outlook Q4 update https://www.blackrock.com/us/individual/literature/whitepaper/bii-global-outlook-in-charts.pdf The S&P 500 earnings yield is a measure of how much income investors are receiving per dollar invested in the stock market. It is calculated by dividing the total earnings of the companies in the index by the price of the index. As you can see from the …

Banks tighten lending standards amid rising rates, potential economic slowdown. Global yield curves invert, highest 2-year rates since 1992.

June 23, 2023 10:33 pmJune 23, 2023 8:37 am

by BoatSurfer600 As rates rise and the economy slows, banks tighten their credit lending standards out of fear of higher loan losses. If the credit to the economy dries up more than anticipated, then the slowdown might accelerate. A credit-starved economy is no bueno Source: Sagar Singh Yield curves around the world are inverting the …