Yields keep climbing—won’t stop until the system finally breaks. Japan’s 10 year yield just hit 1.2%, about to go vertical.

Yields.

Won't stop until something breaks.

Pay attention my thespians. pic.twitter.com/sRZxtxEXJ6

— The Great Martis (@great_martis) January 10, 2025

🚨 Japan's 10 year yield just hit 1.2%, about to go vertical.

Deflationary Asian Financial Crisis 2.0 forcing govs to dump US treasuries before maturity, allowing the US to take them out of circulation.
This will turn into an international banking crisis in 2025 @SantiagoAuFund https://t.co/w7NHrWGKHG pic.twitter.com/SRmornHyDW

— Financelot (@FinanceLancelot) January 10, 2025

#HIGHERforLONGER

Is sending Regional banks now down

-13% over the past 30 days.

Does the Year of the 🐻 start with a regional banking crisis as #BTFP funds are almost gone? pic.twitter.com/NDekm9B0m4

— The Coastal Journal (@1CoastalJournal) January 10, 2025

Mortgage brokers and real estate agents getting a dose of cold water to start 2025 as rising bond yields and mortgage rates provide another gut punch.

The Fed's 50 basis-point cut in September didn't age well. pic.twitter.com/OS0FBD29Q1

— Aaron Layman (@dfwaaronlayman) January 10, 2025

The tide's gone out. pic.twitter.com/kCAY3fn9pf

— The Great Martis (@great_martis) January 10, 2025

Rates are coming down, they said.
Yields will fall, they said.
Inflation is dead, they said.
The debt doesn't matter, they said.

They were wrong, we were right, @cmt_anthony… pic.twitter.com/mepSjuZ4QO

— E.J. Antoni, Ph.D. (@RealEJAntoni) January 10, 2025

Imagine being a Wall Street bank that doubled down on its long Treasuries and Bonds positions (already deeply under water) in mid last year blindly trusting the FED would have managed to drive yields down

how many will be able to sit tight the closer we move towards 5%? 🤔 https://t.co/T4UtPCJMoQ pic.twitter.com/CeFxeC6Z8E

— JustDario 🏊‍♂️ (@DarioCpx) January 10, 2025