The Fed keeps cutting rates and the 10-year yield keeps climbing. Michael Burry warns the U.S. might be headed towards full nationalization of the Bond Market

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 …

READ MORE

SOFR is dropping, which indicates there’s plenty of liquidity moving through the system. Tech is rallying today. But credit default swaps on the speculative AI names are still climbing.

SOFR rate is plunging which means liquidity is flush throughout the system. Ignore all of the other noise around $2000 stimmies and the end of the shutdown. This surge in liquidity alone will push equities and gold higher at least …

READ MORE

Cutting here = loosening financial conditions just as inflation pressures re-accelerate; Walmart CEO warns that tariff costs are climbing every week

So I’m supposed to believe the Fed is about to cut rates when credit spreads are sitting at multi-month tights? Cutting here = loosening financial conditions just as inflation pressures re-accelerate. That’s a policy mistake in the making and likely …

READ MORE