The US Bond Market has now been in a drawdown for 57 months, by far the longest in history
1994-1995 period the only time the US managed to achieve a soft landing. h/t RobertBartus h/t RobertBartus
bond
The United States is set to launch a satellite straight out of a James Bond movie, capable of beaming solar energy anywhere on earth
The United States prepares to launch a revolutionary satellite that will collect solar energy in space and beam it to any location on Earth. This groundbreaking technology, developed by American company Aetherflux, represents a significant advancement in renewable energy production and transmission that seems straight out of science fiction. Revolutionary solar energy transmission from space …
Yuan devaluation triggers EM selloff… China just moved US bond yields without a word.
The recent spike in 10-year Treasury yield coincided with China fixing the Yuan weaker. That's no coincidence. The falling Yuan had contagion effects to all of EM, causing EM reserve managers to sell Treasuries. This shows how much power China has over US markets … and policy. pic.twitter.com/gCO47YV0r4 — Robin Brooks (@robin_j_brooks) April 24, 2025
IMF says tariff revenue will reduce U.S. deficit from $2.6 trillion to $2.3 trillion — We need spending cuts, congress. Notice the final paragraph, bond market vigilantes will punish U.S. Treasuries.
The IMF projects the overall U.S. federal deficit will dip to 6.5% of gross domestic product this year, down from 7.3% in 2024 The multinational fund cited increased tariff revenues for the decline The IMF highlighted uncertainty surrounding the rollout of higher tariffs and potential revenue increases The International Monetary Fund forecasts U.S. tariffs will …
Treasury bond yields going higher, dollar going lower. We’ve never seen this before.
Treasury bond yields going higher, dollar going lower. We’ve never seen this before. byu/Boo_Randy_II inSilverDegenClub
It’s all about Japan now.
It's all about Japan now. pic.twitter.com/k6qEvqWrY7 — Guilherme Tavares (@i3_invest) April 17, 2025 Japan's Ministry of Finance admits they sold foreign bonds during the market turmoil last week https://t.co/oaPYAF8vEX — Financelot (@FinanceLancelot) April 17, 2025 Japan's Bond Market is Flashing a Serious Warning Japan's government bond yields dropped sharply today, marking another critical signal that …
US Bond Credit Default Swap Spiking
This credit default swap is like an insurance against the risk of US Debt default, implying that the market is pricing in higher risk for the US government to default on its debt. h/t kmmeow1
Bond markets rattled across continents: Japan 20-year auction flops, German 5-year sale barely fills lowest demand in over a year
Bond shockwave slamming global markets: Japan 20-Yr Bond Sale Draws Weakest Demand Ratio Since Dec 2023 Oversubscription rate for a 5-year German debt sale lowest since March 2023. — zerohedge (@zerohedge) April 15, 2025 Japan 30-year bond yields spike signaling shift in global bond stability and risk… Japan’s 30-year bond yield just spiked to 2.798%, …
Karmelo Anthony out on bond while Austin Metcalf lies dead. Family uses $430K legal fund to buy house after murder charge
This is fraud Family of Karmelo Anthony to use crowdsourced legal funds to buy new house after ‘racist threats’https://t.co/BXWSYzsoUb — Jack Posobiec (@JackPosobiec) April 15, 2025 Karmelo Anthony’s family is profiting off of him admittedly k*lling Austin Metcalf. The Anthonys have received over $430k from their GiveSendGo fundraiser. They’re using it partly to buy a …
Karmelo Anthony bond slashed to $250k walks free after fatal stabbing… Teen bled out in brother’s arms after stab to heart by accused killer…
JUST IN: Karmelo Anthony walks free after his bond was reduced from $1M to $250k. Anthony is accused of stabbing 17-year-old Austin Metcalf in the heart for simply "grabbing" him. Blood was seen gushing from Metcalf's chest before he passed away in his brother's arms. Anthony… pic.twitter.com/q6YGK6PxK3 — Collin Rugg (@CollinRugg) April 14, 2025 A …
Japan 30-year yield hits 2.845% — highest since 2004. BOJ loses grip on bond market
This is one of the clearest signals yet that the Bank of Japan has lost control of the long end of the curve. Japan’s 30-year yield hitting 2.845% its highest since 2004 isn’t just a local event. This has global knock-on effects: Japan is the largest foreign holder of U.S.… https://t.co/nQ0bTI4toI — EndGame Macro (@onechancefreedm) …
China copied us, Wall Street sold us out, and now we’re stuck. Bond market revolt traps Trump between China and fiscal collapse
China didn’t just become a global powerhouse by chance. It climbed the economic ladder by studying and replicating what the West built through generations of risk-taking, innovation, and painful trial and error. It offered up a billion people willing to work for a fraction of Western wages, and Wall Street jumped at the chance to …
Trump walking back tariffs won’t stop the coming stock and bond market collapse
The illusion of control is slipping. What we’re witnessing isn’t just a market wobble. It’s the prelude to something far more disruptive. As the façade of stability continues to crack, the choices before Washington are narrowing, and none of them lead to a soft landing. Trump’s decision to pause tariffs for 90 days on April …
Mystery trader strikes again with massive bond bet, $3.6M in TLT calls dumped seconds before market close
Similar $TLT size trade happened not long ago where trader hit bighttps://t.co/ICMUnwehl1 — John Trades MBA (@JPATrades) April 11, 2025 Watched this live. Jam nailed it as always. 10% interest rates on the way? No one thinks it can happen. Oh yes it can. Give it a watch 👇 https://t.co/2nU1lglKLC — QE Infinity (@StealthQE4) April …
Trump folded, it was because of the bond market
It was Wall St that got Trump to back down. Dimon made the call and got it sorted. Trump flipped the moment he was put under pressure and believes he saved face because he kept the Tariffs on China. I don’t care how Trump wants to dress it up, he had to postpone because he… …
Powell may resist, but market forces are pulling him in. Bond market crash signals greater risks than stock market collapse. Junk bond yields going parabola
Powell may pretend he doesn't need to get involved, but the market is about to drag him in kicking and screaming pic.twitter.com/izA4VUQmQN — zerohedge (@zerohedge) April 8, 2025 Junk bond yields going parabola https://t.co/LGDN6xHOiq pic.twitter.com/ILja6xLDGY — The Great Martis (@great_martis) April 8, 2025 The crash that's now happening in the bond market has more dire …
Bond yields above pre-“Liberation Day” levels. FHA delinquencies soar to 15.11% on purchase loans. Morgan Stanley predicts no rate cuts from the Fed in 2025
Talk about a shift in sentiment: The 10-year note yield now pushing above 4.20% while the S&P 500 falls -4.5% in 3 hours. Yields are ABOVE levels seen before "Liberation Day." Once again, bond markets are telling us something. pic.twitter.com/zOQcikVObA — Adam Kobeissi (@TKL_Adam) April 8, 2025 FHA delinquencies are skyrocketing, 15.11% of all FHA …
Junk bond yields have exploded. Markets are pricing in a higher probability of a credit event.
Junk bond yields have exploded pic.twitter.com/F8Slv78mou — The Great Martis (@great_martis) April 7, 2025 High-yield spreads are blowing out…$SPY $TLT pic.twitter.com/zV75YPlXh5 — Fibonacci Investing⚡️ (@FibonacciInves1) April 7, 2025 Market distress is skyrocketing: US high-yield corporate bond spreads are up 100 bps since April 2nd, to 4.45%, the highest since October 2023. This marks the largest …
The last time the market dropped 9.5% in two days, the Fed unleashed a multi-trillion bailout of the economy including $500BN in QE, $1 trillion daily repo and tens of billions in junk bond ETF purchases
The last time the market dropped 9.5% in two days, the Fed unleashed a multi-trillion bailout of the economy including $500BN in QE, $1 trillion daily repo and tens of billions in junk bond ETF purchases byu/RobertBartus inEconomyCharts
Cheap hedge hiding in high-yield bond spreads
Traders looking for the next pressure point are watching the wrong screens. The story isn’t in SPY anymore. It’s in credit. Specifically, HYG, the high-yield bond ETF, which still looks calm on the surface but is sitting on thin ice. Back in March 2020, stocks fell first. But junk bonds followed in dramatic fashion. HYG …
Tom Lee issues apology statement to investors…. Bank chiefs held private talks about Trump tariffs…Margin calls on equity Bulls and now they trigger margin calls on bond Bulls?
Tom Lee — probably the biggest bull on the street — has fallen pic.twitter.com/upisO46wVG — Matthew Zeitlin (@MattZeitlin) April 7, 2025 BREAKING: Blackrock CEO says he will not rule out "another 20% stock market decline." pic.twitter.com/cVAh3aDbl1 — The Kobeissi Letter (@KobeissiLetter) April 7, 2025 You've been warned. pic.twitter.com/DL2GlnSziX — Guilherme Tavares (@i3_invest) April 7, 2025 …
Japanese 10-Year Bond Yield jumps to highest level since the Global Financial Crisis
Japanese 10-Year Bond Yield jumps to highest level since the Global Financial Crisis byu/RobertBartus inEconomyCharts https://twitter.com/leadlagreport/status/1905008623799177521
Bond market doesn’t buy disinflation promises from European and Japanese governments
While politicians across the globe keep pushing the narrative of fiscal responsibility, the bond market knows the truth: these governments are drowning in debt, and their economic recovery is little more than a façade. Bond markets do not believe the disinflation and deficit reduction messages of European and Japanese governments pic.twitter.com/PIVNPaMUBu — Daniel Lacalle (@dlacalle_IA) …
Bond market faces shock as tax revenue plunge forces Treasury into overdrive. Fed at crossroads: Bailout or higher rates…
A projected $500 billion drop in tax revenue means the government will have to sell even more bonds, adding pressure to an already strained market. With the deficit already at $1.8 trillion, this increases bond issuance by roughly 27%, pushing supply up while demand remains uncertain. That could send long-term interest rates higher, especially if …
Trump prioritizes lowering bond yields over stock market or interest rates to help everyday Americans.
According to Fortune, Donald Trump cares more about lowering the yield on 10-year bonds than the stock market or interest rates. At first glance, that may seem surprising, but let’s break down why this is crucial for Trump’s economic strategy. 10-year bonds are essentially loans that citizens give to the government for a decade, and …
Corporate bond spreads surge, financial distress signals flash red. Recession fears mount as trucking index slides.
Markets are hanging by a thread, and most don’t see it coming. High-yield corporate bond spreads just spiked 60 basis points in a month—hitting a six-month high. Investment-grade spreads aren’t far behind, climbing to their highest level since September. These are stress fractures in the system, warning signs that something is breaking. 🚨WARNING🚨 S&P500 2008 …
Japan’s debt bomb is ticking. Their 40-year bond yields just hit 2.5%, the highest ever.
With a debt-to-GDP ratio over 200%, rolling over that debt at higher rates is a financial death sentence. Worse, the Bank of Japan holds 70% of their bonds — meaning if the market crumbles, the central bank collapses too. Japan’s experiment of perpetual debt-funded growth is unraveling fast. Once confidence breaks, their economy could implode …
Is the bond market signaling a recession? Slowing global growth seems likely. Stocks that would be rallying if a recession was coming…
Bond experts sense slowing momentum, and it’s hard to ignore the warning signs. Something’s shifting beneath the surface. Why are yields falling when the Fed is going to pause on Wednesday at FOMC? What’s the bond market seeing that we aren’t? A recession? 💀 https://t.co/UR5ugAL8IA — QE Infinity (@StealthQE4) January 28, 2025 Those are the …
The bond vigilantes, once silent during Biden’s lax fiscal policies, now criticize Trump, ignoring Biden’s MMT’s role in soaring debt.
Where were the Bond Vigilantes during the Biden Administration? Now that it's over, they suddenly blame Trump while ignoring Yellen, Brainard, and Biden's embrace of MMT and the idea that deficits don’t matter. We’re drowning in debt at levels reminiscent of a world war! It’s… — James E. Thorne (@DrJStrategy) January 14, 2025 If you're …