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Bond yields, not stocks, are the big story today - link

https://x.com/his_eminence_j/status/2013582752218485070
,.,,.,.,,,,,,.....................
  01/20/26
Lawyer here. What is the significance of this?
Emotionally + Physically Abusive Ex-Husband
  01/20/26
bonds yields are on the rise. eventually they start crowding...
UhOh
  01/20/26
In a world where governments all over the planet are living ...
,.,,.,.,,,,,,.....................
  01/20/26
japan is living on debt? why? i understand why we are, but n...
sealclubber
  01/20/26
I think they got used to a certain standard of living during...
,.,,.,.,,,,,,.....................
  01/21/26
i did minimal research. looks like they take care of their o...
sealclubber
  01/21/26
Private equity crying, losing hope
Smoker
  01/20/26
Tariffs/Trade wars will ignite inflation-- thereby making bo...
Brussels Sprout: Brussels,Helsinki,Stockholm,Kyiv
  01/20/26
Look at that chart- an 8.63% increase in Japanese 30-year bo...
,.,,.,.,,,,,,.....................
  01/20/26
https://x.com/vissel1995117/status/2014006677268504836 Ja...
,.,,.,.,,,,,,.....................
  01/21/26
is there a point where the central bank admits it's all fake...
UhOh
  01/21/26


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Date: January 20th, 2026 11:27 AM
Author: ,.,,.,.,,,,,,.....................


https://x.com/his_eminence_j/status/2013582752218485070

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2Vannesa#49603423)



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Date: January 20th, 2026 11:32 AM
Author: Emotionally + Physically Abusive Ex-Husband (oppose bitchbois)

Lawyer here. What is the significance of this?

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2Vannesa#49603431)



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Date: January 20th, 2026 11:38 AM
Author: UhOh

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=2Vannesa#49603457)



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Date: January 20th, 2026 11:38 AM
Author: ,.,,.,.,,,,,,.....................


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.

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2Vannesa#49603463)



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Date: January 20th, 2026 11:56 AM
Author: sealclubber

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=2Vannesa#49603519)



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Date: January 21st, 2026 11:38 AM
Author: ,.,,.,.,,,,,,.....................


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=2Vannesa#49606087)



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Date: January 21st, 2026 12:00 PM
Author: sealclubber

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=2Vannesa#49606151)



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Date: January 20th, 2026 11:40 AM
Author: Smoker

Private equity crying, losing hope

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2Vannesa#49603468)



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Date: January 20th, 2026 11:37 AM
Author: Brussels Sprout: Brussels,Helsinki,Stockholm,Kyiv


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=2Vannesa#49603453)



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Date: January 20th, 2026 11:42 AM
Author: ,.,,.,.,,,,,,.....................


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

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2Vannesa#49603478)



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Date: January 21st, 2026 11:22 AM
Author: ,.,,.,.,,,,,,.....................


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.

(http://www.autoadmit.com/thread.php?thread_id=5824264&forum_id=2Vannesa#49606040)



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Date: January 21st, 2026 11:26 AM
Author: UhOh

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=2Vannesa#49606053)