A hub for independent voices and signals
US 2s vs 30s gap widest since 2022. Yield curves keep steepening globally, particularly driven by 30-year yields. In the US, the gap between 2-year and 30-year bond yields has reached the widest since January 2022. pic.twitter.com/elg9pKFavG — Lisa Abramowicz …
https://t.co/Apd6TKSJQY here is the full story in detail! — StockMarket.News (@_Investinq) August 25, 2025
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 …
The 30-year Treasury yield just pierced the 5% ceiling again. That line has held for two decades. Every time it’s tested, the bond market snaps back. April 6 was the last time it happened. Stocks dipped. Bonds rallied. Today looks …
Market runs on manufactured momentum and ticking clock… $VIX puts are being bought just before $SPY ramps like what's shown below to suppress vol further and cause an automatic rise in equity prices. This also happened yesterday and Monday. They …
I must admit the situation is getting funny. First of all I’m not a big fan of Powell, because I think this guy has already lost a powerful game hitting 10Y/3M 1000 days in inversion beating previous 1929 record 700 …
The correlation is not perfect every time, but it is well-supported by data and market behavior over multiple cycles. One more final push and bonds switch to bullish. Here's the 10Y. Right on the edge of resistance.$TLT pic.twitter.com/ZJly6dvUAe — Fibonacci …
Corporate insiders are selling shares at fastest pace since election last year. pic.twitter.com/VkxFnUwnvo — TT3 (@TradingThomas3) June 12, 2025 Investors are passing on stocks and flocking to the 4% yield in money markets even though the dollar is falling in …
by confoundedinterest17 I’ll feel a whole lot better when CMBS office serious delinquenies get below 10%. But serious delinquencies on office space is currently at 10.59%. The US Treasury yield curve is steepening. Office delinquencies are likely to rise in Los …
🇯🇵 Japan's 40-year bond yield is on the move again. Someone get the Bank of Japan on the phone. pic.twitter.com/mkrag1Z9sc — Jesse Cohen (@JesseCohenInv) May 28, 2025 Bloomberg: “Japan’s auction of 40-year bonds Wednesday met demand that was the weakest …
Japan is at the heart of the global rise in long-term yields. To be honest, I'm surprised the rise has been allowed to be as rapid as it has. At 240% debt to GDP, Japan really can't allow long-term yields …
When Japan’s 40-year yield spikes…It’s not just a Japan problem.It’s a global leverage problem ticking louder. — FromRedToRiches (@FromRedToRiches) May 20, 2025 Japan’s 10 year yield the past month💀☠️: I mean this is so far below where their 40 year …
Moody's assessment is right. No other major developed economy is under pressure to grow its GDP by nearly 5% simply to service its debt. None. This is a central pillar of the bearish case for the US dollar. FX is …
In 2022, people watched prices surge and blamed gas stations and grocery stores. Today feels different. Prices are still high, but the real concern has shifted. The fear now is not about inflation today. It is about trust tomorrow. People …
Bank of America’s sitting on $700B in bonds bought at 1% yields in 2020. Those bonds are down ~40%, hiding $100B in losses. Meanwhile, the Treasury needs to refinance $9T and issue $2.5T in new debt this year. Foreign buyers …
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. …
🚨The US job market is deteriorating: Long-term unemployment hit 1.67 MILLION in April, the highest in 3 YEARS. The share of individuals unemployed for more than 27 weeks of total unemployment hit 23.5%, the highest in 3 years. This has …
by confoundedinterest17 The good news? The US Treasury 10Y-2Y yield curve is normalizing to January 2022 levels. One the mortgage side, adjustable rate mortgage (ARM) share is the highest since the financial crisis (2008). As Trump continues to stand up …
Bessent: We have a process in place. We are working on the big 15 economies. First, we had a fantastic meeting with Japan yesterday. I believe there have been calls with the EU.. and I believe India is also talking …
by Tough_Storage_848 Considered by the FEDs to be one of the most reliable recession indicators, the 10Y/3M yield curve just un-inverted on Apr 10, and nobody here seems to be noticing this. Historically, if 10Year yields < 3Month yields, an inverted …
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 …
The inflation-adjusted yield on 30-year Treasuries hit the highest level since 2008 last week, at 2.7%. pic.twitter.com/gDjLYv7RNh — Lisa Abramowicz (@lisaabramowicz1) April 13, 2025 the dollar is fine they said.. yeah investors keep dumping debt and the dollar like a …
US Treasuries fail to attract demand – Lower confidence in U.S. economy signals alarm! h/t RobertBartus
The yen is quietly making a comeback—and this isn’t just a temporary blip. After years of suppression, the Japanese currency is primed to normalize and, yes, soar. The writing is on the wall, and Japan’s fiscal policies, coupled with shifting …
Japanese 10-Year Bond Yield jumps to highest level since the Global Financial Crisis byu/RobertBartus inEconomyCharts https://twitter.com/leadlagreport/status/1905008623799177521
https://tradingeconomics.com/japan/40-year-bond-yield
This is what happens when a nation buries itself in endless monetary easing and ignores basic fiscal reality. The Bank of Japan has been suppressing yields for years, but cracks are forming, and the moment they lose control, it’s game …
The market is WAY too pessimistic on this dividend achiever Mondelez $MDLZ! It’s trading for 16x earnings and owns iconic snack brands like Oreos, Chips Ahoy, etc. They also have a near 3.5% yield and grow their dividend 10%+ annually? …
