The most prestigious law school admissions discussion board in the world.
|
 |
 
|
Bond yields, not stocks, are the big story today - link
Poast new message in this thread
Date: January 20th, 2026 11:27 AM Author: azure confused telephone center https://x.com/his_eminence_j/status/2013582752218485070 (http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2\u0026mark_id=5310917#49603423) |
Date: January 20th, 2026 11:32 AM Author: milky school Lawyer here. What is the significance of this? (http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2\u0026mark_id=5310917#49603431) |
 |
Date: January 20th, 2026 11:38 AM Author: apoplectic cordovan lodge useless brakes bonds yields are on the rise. eventually they start crowding out equities. also it makes loans more expensive which slows down the economy. and it makes the government's debt burden higher which theoretically should lead to austerity but never really does. (http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2\u0026mark_id=5310917#49603457) |
|
Date: January 20th, 2026 11:38 AM Author: azure confused telephone center In a world where governments all over the planet are living on debt, the fact that their costs of borrowing money are greatly increasing means they can spend a lot less on things that help the economy. Japan is probably hit harder by this than anyone, followed by the US.
Plus, risk assets like stocks become less attractive the higher your guaranteed returns from bonds are. |
|
Date: January 20th, 2026 11:56 AM Author: jade multi-colored organic girlfriend japan is living on debt? why? i understand why we are, but not them. (http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2\u0026mark_id=5310917#49603519) |
|
Date: January 21st, 2026 11:38 AM Author: azure confused telephone center I think they got used to a certain standard of living during the boom years when it looked like Japan would take over the world economy and decided to use debt to maintain as much of it as possible. (http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2\u0026mark_id=5310917#49606087) |
|
Date: January 21st, 2026 12:00 PM Author: jade multi-colored organic girlfriend i did minimal research. looks like they take care of their olds way too well. (http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2\u0026mark_id=5310917#49606151) |
|
Date: January 20th, 2026 11:40 AM Author: boyish school cafeteria patrolman Private equity crying, losing hope (http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2\u0026mark_id=5310917#49603468) |
|
Date: January 20th, 2026 11:37 AM Author: Razzle-dazzle embarrassed to the bone mediation Tariffs/Trade wars will ignite inflation-- thereby making bonds a bad bet in the future, so sell sell sell your US treasuries (exit all positions) (http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2\u0026mark_id=5310917#49603453) |
|
Date: January 20th, 2026 11:42 AM Author: azure confused telephone center Look at that chart- an 8.63% increase in Japanese 30-year bond yields. In a country with the highest debt-to-GDP ratio in the world.
https://pbs.twimg.com/media/G_F7ACLW4AEqwu1?format=jpg&name=medium |
|
Date: January 21st, 2026 11:22 AM Author: azure confused telephone center https://x.com/vissel1995117/status/2014006677268504836
Japan is a canary in the coal mine about the limits of debt. Will be interesting to see how it plays out. |
|
Date: January 21st, 2026 11:26 AM Author: apoplectic cordovan lodge useless brakes is there a point where the central bank admits it's all fake and completely monetizes the debt? but i guess that would destroy their currency abroad and they do a ton of exports. (http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2\u0026mark_id=5310917#49606053) |