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Japan’s 10-year yield hits 2.51%, highest since 1997; UK Gilts hit post-2008 highs… Bank of England holds rates at 3.75% but warns “higher inflation is unavoidable”… German 10-year Bund at post-2011 high as energy costs hammer Eurozone GDP… US March …
Hahaha imagine thinking the rally is going to continue after OpEx https://t.co/gdiXbNbu6d — Michael Bento (@MichaelPBento) April 17, 2026 What makes the stock market go vertical like this for so long..?? pic.twitter.com/qeHUT1rQM4 — American AF 🇺🇸 (@iAnonPatriot) April 17, 2026 …
A former Pentagon adviser said Iran is entering negotiations with higher leverage than before the war began. The U.S. spent $12 billion, struck 9,000 targets, and deployed the 82nd Airborne. Iran still controls the Strait of Hormuz and can threaten …
10-year Treasury yields hit 4.4% for the first time since July 2025. But war, exploding debt and soaring inflation will drive yields much higher. Without big rate cuts and massive QE (a mistake), stocks and real estate will crash, resulting …
WARNING: SOMETHING EXTREMELY UNUSUAL IS HAPPENING!! Insiders are buying COMEX Gold options at $15,000 – $20,000 for December 2026. Gold is around $4,700 right now. This means THEY EXPECT THE GOLD PRICE TO TRIPLE. And if you think that’s just …
TraderHC @traderhc We’re cooking. Bonds just sold off on a clean inflation print. Read that again. CPI came in benign. The 10Y still rose to 4.18%. When good news can’t push yields down, the problem isn’t inflation. It’s term premium. …
via notayesmanseconomics Japan finds itself in a situation where it keeps making the economic news. Much of this is the result of the central planning it has employed over the years. I realise that for new readers this may be …
Over 330,000 Federal employees have been fired, resigned, or retired last year and were not replaced. The Federal workforce is now at its lowest level since 1966. pic.twitter.com/cRu6x8XAS4 — Christian Heiens 🏛 (@ChristianHeiens) February 15, 2026 Based on OPM data …
US asset demand shows no sign of abating. Demand for bonds rises and bond yields decline.https://t.co/MKLFCKQfrf pic.twitter.com/Y7YdQtGapA — Daniel Lacalle (@dlacalle_IA) February 14, 2026 NY Fed's Q4 GDP forecast now at 2.71% – getting closer to ATL Fed's 3.68% pic.twitter.com/zUGsltCT9n …
Mag 7 cutting buybacks and borrowing while private credit guys talk about heavy drawdowns and yields keep grinding higher is not “AI strength,” it’s stress showing through the paint. Money isn’t cheap anymore, lenders are pulling back, and somehow people …
The old bond market adage is that yields will keep rising until something breaks. In 2022/23, rising U.S. yields "broke" several banks by March 2023 (Silicon Valley Bank). Japanese yields are now at a 27-year high and going vertical. When …
Japan can’t print fast enough to save the party this time. BOJ Is Said to Start Selling ETF Holdings as Soon as January Bloomberg pic.twitter.com/m19QDzvpYS — Daniel Lacalle (@dlacalle_IA) January 16, 2026 JAPAN WILL CRASH THE MARKET IN 3 DAYS!! …
People keep calling bonds “safe,” but that’s a straight-up lie. Long bonds in 2021 looked boring and secure, but inflation turned them into a nightmare. “Bonds are a safe-haven asset” is one of the biggest lies in financial markets. Bond …
When that many people are leaning the same way, any hint of disappointment could blow up the trade and send yields swinging hard. Investors are betting Treasury yields will fall: Open interest in the US 10-year note March call options …
Everything’s lining up for a Q1 shock. THE YEN PARADOX 82,640 contracts betting against the yen. Second highest since July 2024. The Bank of Japan just confessed this morning they have barely begun. After hiking to a 30 YEAR HIGH …
“THIS IS NOT LOOKING GOOD Look at these yields… – Germany 10Y is exploding – France 10Y keeps going up – Italy, Spain, Portugal, Greece all rising together THIS ISN’T HAPPENING BY ACCIDENT. This is europe repricing sovereign risk again. …
Bond markets do not scream unless something is wrong. Japan cracking at a 26 year high while France and Germany follow is not a coincidence. This is the cost of pretending debt did not matter for a decade. Once the …
via notayesmanseconomics As we approach Christmas the pace has really picked up in economics and financial markets and let me start my look at the UK with an international perspective. TOKYO (Kyodo) — The yield on Japan’s benchmark 10-year government …
This is how trouble sneaks in, quietly and all at once. When every major bond market starts pushing yields higher together, it means money is getting expensive everywhere, not just somewhere. Stocks can ignore that for a while, but balance …
BOJ rate decision this week.💹 The bond market has decided for the BOJ, which is why it’s most likely they will hike rates and it would be a colossal mistake if they don’t. More importantly, the BOJ is likely to …
Rate cuts work. We need more of them. Then yields will go up to 20% — Data Driven Stocks (@stockdatamarket) December 12, 2025 Rates barely reacted, reinforcing the idea that the Fed is now pushing on a string. The market …
Ladies and Gentlemens, the Shiller PE just hit its highest level in 25 years. The second most overvalued market in history. Back then rates were rising; now we're cutting. LOL Guess what happens next. pic.twitter.com/4LyzObR7Ca — The Great Martis (@great_martis) …
OUCH! The bond-market sell-off is continuing, w/German 30y yields climbing to their highest level since 2011 byu/RobertBartus inEconomyCharts If in doubt, the answer is always higher taxes or higher inflation. THE ENDGAME HAS BEGAN byu/Visible-Title6180 inWallstreetsilver h/t sunk-capital
Forget the Headlines The 3 Month Treasury Just Told You the Truth. The 3 month Treasury is basically the market’s closest read on the Fed. It sits right on top of the policy rate, so when it starts drifting meaningfully …
JAPAN’S 2-YEAR YIELD HITS 1% FOR THE FIRST TIME SINCE 2008, AND THE YEN CARRY TRADE JUST CRUMBLED OVERNIGHT. Stocks and Bitcoin mass liquidations return. pic.twitter.com/Uf3vxIsoRy — Jesse Cohen (@JesseCohenInv) December 1, 2025 Japan’s bond market sent a clear signal …
The Japanese carry trade has gone into reverse so it’s inevitable. Japan is in denial on debt. It's 10-year gov't bond yield is only 1.8% (blue), which looks ok, but that same yield 10-years forward is 4.0% (orange) and 20-years …
Japan's government says it may "intervene" before the Japanese Yen to US Dollar ratio reaches 160. Over the last 2 months, the Yen has gone from 145 to 157 as a $110B+ stimulus package is coming byu/RobertBartus inEconomyCharts I agree, …
via notayesmanseconomics We find ourselves in what has become a rather familiar situation for 2025 where there is pressure for lower official interest-rates, but bond yields do not play ball. We can start with the former and as so often …
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 …
Yields up means bonds down. Treasury yields are going to skyrocket when the FED cuts rates tomorrow — Nostra, House of Gold (@Nostre_damus) September 16, 2025 U.S. Dollar now testing 14-Year Support 🚨 It's now or never pic.twitter.com/Q8RIcoZGnZ — Barchart …