Independent thinking for complex markets and current events
https://twitter.com/charliebilello/status/1984639422055289179 Foreign investors selling U.S. treasuries fast — deficit ballooning, Fed cutting, BRICS pushing gold-backed rival. Confidence fading.
An Alabama man charged with attempted murder in a shooting that left two dead and another 12 injured has bonded out of jail, sparking outrage from community members who believe he should remain locked up. The Oct. 4 shooting took place just after 11:30 p.m., following the Morehouse-Tuskegee Classic college football game in Montgomery, Alabama. …
“We’re sitting on the ultimate house of cards,” says real estate developer Mitch Wexler to Daniela Cambone. He details how a “$5.1 trillion school bond Ponzi scheme” using inflated home values is pushing the system to “terminal failure.” He warns of the outcome: “Can you imagine what will happen if a school district… shows up …
$GLD is topping and $SPY is not too far. Gold topping is usually sharp spike and Equity topping is round top. More details below 👇👇 🟡 Gold Tops – Sharp Spikes Driven by Fear: Gold often rallies during crises, panic, or inflation fears. When fear peaks suddenly (like geopolitical shocks or banking stress), prices spike …
Japan just set a record. The 30-year bond yield jumped to 3.32%. That is not a number. That is 235% of GDP hanging over the country like a guillotine. Interest on the 30-year portion alone could now be roughly 7.8 trillion USD equivalent annually. The yen is below ¥150, a drop of 11% in weeks. …
Gold will continue to climb and if Japan sells bonds real slow in the hopes that no one will notice … … … will not help. — K. (@Kayteetav) October 6, 2025 America is Insolvent. The Dollar is Worthless. pic.twitter.com/uIwQxBp2dz — Spencer Hakimian (@SpencerHakimian) October 6, 2025 Facts: business demand is way down. Prices are …
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
You can’t cut rates when you have inflation. David Tepper says Fed could cut a few more times, but easing too much risks entering ‘danger territory’ Hedge fund billionaire David Tepper said the Federal Reserve could cut rates a bit more, but then risks more inflation and other dangers to the economy and markets if …
Is this still “pure noise” or is the bond market reacting to macro news? pic.twitter.com/iXKsb48s9q — Steve Hou (@stevehou) September 8, 2025 THE ECONOMY IS WEAKENING – JAMIE DIMON — Kang (@thuhkang) September 9, 2025 Like the cuts before it, the 3-month is leading the way. A 0.25 cut is within the range of the …
via notayesmanseconomics As this week has progressed with the Western Capitalist Imperialists struggling with rising bond yields China can afford a wry smile. We noted the all-time lows being seen as its benchmark 10 year yield went below 2% as autumn turned to winter last year. Well now it is 1.75% as those invested in …
The market is bleeding unseen. Not a crash in headlines, but a collapse in the veins of finance. Crypto isn’t falling from hacks or bans. It’s dying under the weight of bonds, under yields that spike like tidal waves, under a Fed that no longer controls the tide. Liquidity is evaporating. Numbers climb, math rules, …
Social Security and Medicare cuts are coming because the bond market will eventually bring Congress to its knees, economist says. The insolvency of the trust funds next decade will be the key driver for reforms, just as it was in the early 1980s when lawmakers hiked taxes to shore them up, Yaros said. “For lawmakers …
“The Fed can’t rescue this in its entirety. You’ve got 4M homes in Texas and 42M across the U.S. at risk of bankruptcy or losing the roof over their heads. That’s nearly 38% of households. The money to pay these bonds doesn’t exist. You can’t get blood out of a stone.” When… pic.twitter.com/dSuXD5SIPf — ITM …
Are surging US bond inflows the death knell for stocks or just a bet on rate cuts? Looks like US bond flows are picking up pic.twitter.com/4z11lEnzMk — Ayesha Tariq, CFA (@AyeshaTariq) August 26, 2025 The Heavy Truck Index sinks below its cycle level, a signal that has preceded every major recession and stock market correction …
https://t.co/Apd6TKSJQY here is the full story in detail! — StockMarket.News (@_Investinq) August 25, 2025
https://twitter.com/rev_cap/status/1958831549538861063 BREAKING 🚨: United Kingdom UK 30-Year Yield hit 5.61% this week, the highest level since 1998 🤯👀 pic.twitter.com/4iVVuzUI7M — Barchart (@Barchart) August 22, 2025 JUST IN 🚨: Japan's 20-Year Bond Yield hits highest level this century 📈📈 pic.twitter.com/LpUsW3qNKK — Barchart (@Barchart) August 21, 2025 Start with the UK. “The yield on 30-year bonds rose …
The Japanese bond market is unraveling. Markets don’t seem to care. I don’t get it 🤷♂️ https://t.co/HY6GaBJ32E — QE Infinity (@StealthQE4) August 21, 2025 “I trust them to resume tomorrow, otherwise it will be hard to hide bankruptcies much longer the higher yields go” BOJ intervention number 26 since the 29th/7 https://t.co/jhJMpiVSA2 pic.twitter.com/nOtCAIvk8a — JustDario …
If they cut the bond market will instantly drive the yield back up . Rates are based on risk we are an insolvent nation drowning in debt that can't even afford the interest only payments . — Jason the mason (@NobodyThan) August 13, 2025 YES. The Fed is going to cut with the most lagged …
Hong Kong’s High Court has ruled that China South City Holdings must be liquidated, marking the largest Chinese property developer by assets to face winding-up since Evergrande’s collapse. “Developer China South City Holdings was ordered to liquidate by Hong Kong’s High Court, making it the biggest Chinese builder by assets to be wound up since …
Treasury volatility just hit rock bottom, the lowest since January 2022. The MOVE Index cratered. Fear? Gone. Hedging? Forget it. Market signals? Silent. Only a quiet calm that should scare you. “Volatility in the Treasuries market has dropped recently, with the ICE BofA MOVE Index falling to its lowest level since January 2022.” https://finance.yahoo.com/news/us-treasuries-volatility-gauge-falls-092845181.html Rates …
The U.S. Treasury just tried to borrow $42 billion in a 10-year auction. The auction tailed. Demand was soft. Foreign banks didn’t show. The bonds cleared at 4.255%, nearly 0.01% above trader expectations. https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-08-06-2025/card/treasury-yields-extend-rise-after-lackluster-10-year-note-auction-HTBkouvfXmDCyCkNft6O 🚨The U.S. just tried to borrow $42B in a 10-year auction. The auction tailed, demand tanked, and even foreign banks stepped …
UAE is rolling out a new influencer crackdown. Anyone promoting anything online—paid or not—must now hold an official advertiser permit. Influencers visiting the country need a “visitor advertiser permit” via an approved agency. It’s free for the first three years but mandatory in three months. Violators face stiff penalties, including fines up to Dh1 million …
The Treasury quietly redesigned its bond strategy in plain sight. Scott Bessent said the Treasury has “a big toolkit” to stabilize markets if the Fed refuses to act.https://www.bloomberg.com/news/articles/2025-04-14/bessent-says-treasury-has-big-toolkit-if-needed-for-bond-market He also warned that yields have become too high: “It wouldn’t make sense for the government to ramp up sales of longer‑term securities given where yields are …
by David Haggith Stocks today soared (Dow up 500) because Trump landed some “massive” tariff deals. The reason they soared, however, appeared to be because the deals were not nearly as massive as Trump had said he was seeking. Still, the idea of flying high over damages done is ludicrous; but so be it in …
The bond market is fighting Trump: Despite countless efforts to calm yields, they keep rising. The 10Y Note Yield is now up +35 bps in May alone, back at 4.50%. As trade deals are announced, rate cuts are being priced out, giving Powell more of a reason to not cut rates.… pic.twitter.com/7LCuywFqMK — The Kobeissi …
Let them eat cake 🍰 pic.twitter.com/oo61kcRt9x — The Great Martis (@great_martis) May 13, 2025 Seeing another push higher across yields today after CPI, with some noteworthy exceptions pic.twitter.com/bWQH9ht1Cx — Markets & Mayhem (@Mayhem4Markets) May 13, 2025 Is the bond market the scorecard for Bessent anymore? That's the big macro question. Global long term bond markets …
Switzerland’s Negative Yields Are Back And It’s a Global Red Flag, Not a Local Anomaly A remarkable event just unfolded quietly in global bond markets Swiss government bonds with maturities up to 4 years are once again offering negative yields. Investors are literally paying the Swiss government for the privilege of lending them money. While …
Why the US Treasury bond market is on the brink of total COLLAPSE. pic.twitter.com/WlhPEVaXkf — Bravos Research (@bravosresearch) May 5, 2025 2/ The US Treasury bond market may be nearing total collapse This $27 trillion asset is nearly the size of the entire US economy If this market breaks down, the ripple effects across the …
This is quite consequential. China, Japan, South Korea and the countries of ASEAN just issued a joint statement (https://asean.org/joint-statement-of-the-28th-asean3-finance-ministers-and-central-bank-governors-meeting/) in which they take a unified stance against “escalating trade protectionism”, a clear reference to Trump’s tariffs. They write that their common “policy priority” is “to reinforce long-term resilience” of the region, which given the policies …
