Credit traders doubt Nvidia’s story and Oracle CDS keeps rising. Commodities are getting slammed. Not a good sign. Happens only in recessionary fear

Credit traders are far less optimistic than stock analysts when it comes to Nvidia's figures. The price of hedging against an Oracle default (CDS price) has risen even further. pic.twitter.com/xuwPK4ixR7 — Holger Zschaepitz (@Schuldensuehner) November 19, 2025 Commodities are getting …

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Japan’s yields are about to rocket, yet the BOJ refuses to raise rates. Guess what happens next?

Japan is entering a phase of policy schizophrenia, balance sheet tightening without rate hikes. Markets will punish that contradiction. Expect higher yields, volatility in the yen, and stress in equity markets until the BOJ capitulates. pic.twitter.com/AvNHiU0hmh — Bobbidazzler (@DazzlerBob) September …

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