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Bond yields, not stocks, are the big story today - link
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Date: January 20th, 2026 11:27 AM Author: Onyx Space https://x.com/his_eminence_j/status/2013582752218485070 (http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2#49603423) |
Date: January 20th, 2026 11:32 AM Author: Fragrant place of business Lawyer here. What is the significance of this? (http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2#49603431) |
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Date: January 20th, 2026 11:38 AM Author: Apoplectic french chef hairy legs 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#49603457) |
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Date: January 20th, 2026 11:38 AM Author: Onyx Space 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. |
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Date: January 20th, 2026 11:56 AM Author: titillating chapel scourge upon the earth 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#49603519) |
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Date: January 21st, 2026 11:38 AM Author: Onyx Space 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#49606087) |
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Date: January 21st, 2026 12:00 PM Author: titillating chapel scourge upon the earth 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#49606151) |
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Date: January 20th, 2026 11:40 AM Author: Razzle pistol national security agency Private equity crying, losing hope (http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2#49603468) |
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Date: January 20th, 2026 11:37 AM Author: Diverse abode genital piercing 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#49603453) |
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Date: January 20th, 2026 11:42 AM Author: Onyx Space 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 |
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Date: January 21st, 2026 11:22 AM Author: Onyx Space 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. |
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Date: January 21st, 2026 11:26 AM Author: Apoplectic french chef hairy legs 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#49606053) |