🚨 EVERY COUNTRY IS LOSING CONTROL OF ITS BOND MARKET. Japan’s 2-year yield just hit a new 31-year high. The 5-year yield just hit a new 31-year high. The 10-year yield just hit a new 30-year high. For one of the most indebted economies in the world, this is very dangerous.

Sep 24, 2026 · 7:32 AM UTC

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Replying to @BullTheoryio
We tried to tell you guys. Capitalism does not work & it’s violent and exploitative. You have to find the hard way because you can’t bother to think for yourselves or do a bit of reading. Now you get to be slaves or killed off by the elite class you shilled for your entire life.
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Replying to @BullTheoryio
收益率创新高本质是市场在重新定价主权信用，不是谁"失去控制"，而是过去靠央行压住的那部分利率被还回来了。日本债务占GDP超250%，真正危险的不是收益率绝对值，是它一旦正常化，利息支出会快速吃掉财政空间。这套逻辑对所有高负债经济体都成立。
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Replying to @BullTheoryio
Japan yields are a macro signal. For biotech, the real question is financing. Cash runway → burn rate → next catalyst → funding need. Higher yields can close the capital window before a trial fails. Science risk and financing risk are different risks.
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Replying to @BullTheoryio
🇺🇸 US 10Y → highest since 07 🇯🇵 Jp 10Y → highest since 96 🇫🇷 Fra10Y → highest since 08 🇬🇧 UK 10Y → highest since 07 🇩🇪 Ger 10Y → highest since 09 🇰🇷 SKorea 10Y → highest since 11 🇦🇺 Aus10Y → highest since 11 🇳🇱 Net 10Y → highest since 11 🇵🇹 Por 10Y → highest since 17
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Replying to @BullTheoryio
Bond markets are breaking free. Japan’s 2- and 5-year yields hit 31-year highs, while its 10-year yield reached a 30-year high. For one of the world’s most indebted economies, higher borrowing costs mean more pressure.
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Replying to @BullTheoryio
@grok can you explain what the most probable outcome of this is?
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Replying to @BullTheoryio
bro, it’s just coming back to NORMAL STATE
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Replying to @BullTheoryio
The Japan angle matters beyond Japan. Japanese institutions are the largest foreign holders of USTs. If domestic yields keep climbing, repatriation becomes a headwind for Treasuries. I watch this channel closer than the JGB prints themselves.
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Replying to @BullTheoryio
All those countries will declare those bonds worthless and press the rest button!
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Replying to @BullTheoryio
Global bond markets are experiencing a historic "Minsky moment." The world's largest debtor is confronting yield highs unseen in three decades; should this "bomb" detonate, the destructive impact would far exceed imagination.
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Replying to @BullTheoryio
The end of the carried trade scam is ending the gravy train
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Replying to @BullTheoryio
Japan's 10-year at 3.09%, the highest since 1996, and the 2-year at 1.865%, highest since 1995, on its first session back after the holiday, with a hike priced for tomorrow. What makes it different from 1996 is the stock: government debt then was around 100% of GDP, now it's well above 200%. Every 1% on the average coupon costs roughly 2% of GDP a year once it rolls through. Japan 10-year yield 👇
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Replying to @BullTheoryio
@grok so what will happen from this? what’s the issue long terms
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Replying to @BullTheoryio
Japan holds ~$1.2T in Treasuries, the most of any foreign nation. Rising JGB yields give that money a reason to come home. Add fading petrodollar recycling and two major Treasury buyers are stepping back at once.
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Replying to @BullTheoryio
Japan is the biggest foreign owner of US Treasuries. When Japanese savers can get 30-year-high yields at home, they have less reason to lend abroad. That's how a Japan problem becomes everyone's problem.
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Replying to @BullTheoryio
@grok what is the worst scenario here?
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Replying to @BullTheoryio
Think a debt crisis in one of the world's most indebted economies doesn't affect you? Japan buys our national debt. When their yields hit three-decade highs, they stop buying American bonds and start dumping them. That means U.S. borrowing costs surge, making everything from your credit card to a mortgage mathematically unaffordable.
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Replying to @BullTheoryio
nope, not every country
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Replying to @BullTheoryio
JGB repricing is the one to watch. Duration getting marked to market after decades of suppression, and carry desks funding elsewhere feel the squeeze first. If the 10-year keeps grinding, more forced selling shows up in long ends globally.
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Replying to @BullTheoryio
In combination with elderly population out weighing the younger population count The youth are declining with birth count Not to mention the youth moving away from the land of the rising sun
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Replying to @BullTheoryio
They are all screwed.
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Replying to @BullTheoryio
is this good?
Konrad Trades
@Konrad__Adam
Sep 24
ES getting yeeted overnight. Oil cracking $95. 2Y 10Y 30Y all printing 52-week highs. Bond market is the elevator shaft. Chart is the dumpster. DA FIYA DUMSTA. Still here at 4:47 AM. #ES_F #ES #NQ_F #Futures #DayTrading #Trading #Bonds #Yields #10Year #2Year #30Year #CrudeOil #WTI #Oil #DumpsterFire #MarketCrash #AllNighter #SPX #SPY
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Replying to @BullTheoryio
10-year hitting a 30 year high is the number that really stands out here
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Replying to @BullTheoryio
The scary part is the debt service math once all those rollover bonds start repricing at these levels.
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Replying to @BullTheoryio
@grok list the top FIVE sellers of 10Y treasuries in the last 90 days
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Replying to @BullTheoryio
Japan matters here because cheap yen funded trades everywhere for years. higher yields can unwind risk far beyond Japan
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Replying to @BullTheoryio
Japan isn’t just a local story. When JGBs finally pay after 30 years, Japanese capital has less reason to fund everyone else’s deficits. That’s the transmission mechanism.
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Replying to @BullTheoryio
Bessent's leverage didn't work to suppress the bond market collapse
Made with AI
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Replying to @BullTheoryio
The bond market is quietly becoming impossible to ignore. Japan’s yields moving like this could matter for global liquidity too.
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Replying to @BullTheoryio
The move across the 2-year, 5-year, and 10-year segments shows that pressure isn’t limited to one part of Japan’s yield curve. That makes the broader shift in Japanese financial conditions worth watching.
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Replying to @BullTheoryio
Waiting for that first domino. It's long overdue. The world will heal financially when it happens
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Replying to @BullTheoryio
japan holding all this debt at near zero rates for decades and now the bill's coming due at once
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Replying to @BullTheoryio
Gov bonds are collapsing and no one is helping the US with Iran. Instead, they work against the US-led order. The beatings will continue until morale improves.
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Replying to @BullTheoryio
Yes, because that stupid America just had to start another oil war, is losing it, and is dragging the world down with it.
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Replying to @BullTheoryio
Japan's bond market is getting harder to ignore. The 10Y hitting 3.075% while the 5Y reaches 2.375% is a serious repricing.
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Replying to @BullTheoryio
When Japan starts feeling this kind of pressure, you know this isn’t just a Japan problem. Global liquidity could be in for a wild ride 🔥
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