A hub for independent voices and hard truths
Job creation in the US has slowed to essentially zero, Federal Reserve Chair Jerome Powell said Wednesday as the Fed released its latest economic projections, which included slightly higher economic growth than previously projected and little change to the unemployment …
A Google search for “Trauma Bond” yielded the following definition. A trauma bond is a powerful, unhealthy emotional attachment that develops between a victim and their abuser, often characterized by a cycle of intense abuse followed by periods of affection or …
via notayesmanseconomics Japan finds itself in a situation where it keeps making the economic news. Much of this is the result of the central planning it has employed over the years. I realise that for new readers this may be …
US asset demand shows no sign of abating. Demand for bonds rises and bond yields decline.https://t.co/MKLFCKQfrf pic.twitter.com/Y7YdQtGapA — Daniel Lacalle (@dlacalle_IA) February 14, 2026 NY Fed's Q4 GDP forecast now at 2.71% – getting closer to ATL Fed's 3.68% pic.twitter.com/zUGsltCT9n …
When it comes to the US, investors the world over now love to Bash All Day, Buy All Night. Travelling recently across Asia, Europe and the Middle East, I was struck by the rising intensity of complaints about America under …
People keep acting like stocks only go up because that’s all they’ve ever seen, but the bond market doesn’t care about your vibes. When yields climb, it’s basically gravity, and gravity always wins. Everyone talks AI, memes, whatever, meanwhile valuations …
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 …
Border czar rips Virginia's new 'Bond villain' governor after she blocked ICE on day one… as he lays out plans to move forward without her https://t.co/yFzFhBbDAk — Daily Mail US (@Daily_MailUS) January 23, 2026 Border Czar Tom Homan slammed the …
https://twitter.com/julianliu_views/status/2013799482379395116
It wasn’t just the depth of market plunges but the interaction of all the troubled dynamics. by David Haggith Trump impales the dollar and rides it down. “This is sell America,” says today’s top headline. “U.S. dollar, Treasury prices tumble …
Japan’s debt is a ticking time bomb and the whole world is about to get shredded while everyone pretends zero interest rates fixed anything. You've got to start asking: who's going to pay Japan's debt? Population growth is negative. Aging …
Japan can’t print fast enough to save the party this time. BOJ Is Said to Start Selling ETF Holdings as Soon as January Bloomberg pic.twitter.com/m19QDzvpYS — Daniel Lacalle (@dlacalle_IA) January 16, 2026 JAPAN WILL CRASH THE MARKET IN 3 DAYS!! …
✨Gold and silver will keep rising until something breaks. The dire warning is loud and clear, as was the lead-up to the global financial crisis. pic.twitter.com/PzVQBP0oHl — The Great Martis (@great_martis) January 15, 2026 December 2026 Fed Fund Futures going …
via notayesmanseconomics 2026 has started in economic terms at quite a pace. Today’s adventure can be looked at via something I have followed for several decades now. It involves which is sometimes called the Great British Peso and here is …
“THIS IS NOT LOOKING GOOD Look at these yields… – Germany 10Y is exploding – France 10Y keeps going up – Italy, Spain, Portugal, Greece all rising together THIS ISN’T HAPPENING BY ACCIDENT. This is europe repricing sovereign risk again. …
Bond markets do not scream unless something is wrong. Japan cracking at a 26 year high while France and Germany follow is not a coincidence. This is the cost of pretending debt did not matter for a decade. Once the …
via notayesmanseconomics As we approach Christmas the pace has really picked up in economics and financial markets and let me start my look at the UK with an international perspective. TOKYO (Kyodo) — The yield on Japan’s benchmark 10-year government …
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 …
Rate cuts work. We need more of them. Then yields will go up to 20% — Data Driven Stocks (@stockdatamarket) December 12, 2025 Rates barely reacted, reinforcing the idea that the Fed is now pushing on a string. The market …
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 …
Gundlach says Fed will launch QE if yields hit 6%. Jeff Gundlach: "I believe at 6%, the Fed will announce QE (aka buying long term bonds) and when they do, you will have to be very quick, and buy as …
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 …
Bond investors have told the US Treasury they are concerned about Kevin Hassett’s potential appointment as Federal Reserve chair, worrying he will cut interest rates aggressively to please President Donald Trump. The Treasury department solicited feedback on Hassett and other …
Reuters – BOJ nearing decision to raise rates TOKYO (Reuters) -The Bank of Japan is “nearing” a decision to raise interest rates and will not wait until after next year’s spring wage negotiations end, its board member Kazuyuki Masu was …
not sure about that? pic.twitter.com/R1DilijKUf — Michael J. Kramer (@MichaelMOTTCM) November 23, 2025 US TSY SEC BESSENT REMARKS: “Interest rate sensitive sectors are in recession, but I’m confident about 2026 growth.” “Inflation is being driven by services rather than imported …
A.I DEBT BUBBLE Amazon (AMZN): The highest total debt at $160.4 billion. Microsoft (MSFT): Total debt stands at $120.4 billion, Meta Platforms (META): $51.1 billion in total debt Alphabet (GOOG/GOOGL): $44.2 billion total debt, CoreWeave (CRWV): Total debt at approximately …
via notayesmanseconomics We find ourselves in what has become a rather familiar situation for 2025 where there is pressure for lower official interest-rates, but bond yields do not play ball. We can start with the former and as so often …
People want something they can trust, not just paper. Judy Shelton, Independent Institute senior fellow and former Trump Fed Board nominee, joins ‘Squawk Box’ to discuss the Fed’s inflation fight, how to best tackle inflation, state of the economy, interest …
