Yentervention?
Rate check. Silence. Vertical tape.
That is not “volatility.” That is intent.
FX intervention is not about saving a currency. It is about breaking leverage.
Carry unwinds first.
Liquidity tightens.
Risk pretends it is fine.
Then duration wakes up.
Watch the long end. #fed #rate
Rate check. Silence. Vertical tape.
That is not “volatility.” That is intent.
FX intervention is not about saving a currency. It is about breaking leverage.
Carry unwinds first.
Liquidity tightens.
Risk pretends it is fine.
Then duration wakes up.
Watch the long end. #fed #rate
January 23, 2026 at 8:11 PM
2026. Guidance will not collapse.
Guidance will not inspire.
Executives likely cite uncertainty and protect margins.
This is how slowdowns begin.
Not with panic. With caution.
Markets price stories first.
Rates price outcomes later.
History is clear on what follows. #longyields
Guidance will not inspire.
Executives likely cite uncertainty and protect margins.
This is how slowdowns begin.
Not with panic. With caution.
Markets price stories first.
Rates price outcomes later.
History is clear on what follows. #longyields
January 21, 2026 at 5:47 PM
2026. Guidance will not collapse.
Guidance will not inspire.
Executives likely cite uncertainty and protect margins.
This is how slowdowns begin.
Not with panic. With caution.
Markets price stories first.
Rates price outcomes later.
History is clear on what follows. #longyields
Guidance will not inspire.
Executives likely cite uncertainty and protect margins.
This is how slowdowns begin.
Not with panic. With caution.
Markets price stories first.
Rates price outcomes later.
History is clear on what follows. #longyields
Most of MAGA feeds on extremism. Outrage is the fuel. Most rich stay comfortably silent while commoners absorb the damage.
Rules only bend for the powerful and rich, break for others. Dems or Reps protect the same rigged game. This is not governance. It is a system decaying.
#usa #corruption
Rules only bend for the powerful and rich, break for others. Dems or Reps protect the same rigged game. This is not governance. It is a system decaying.
#usa #corruption
January 19, 2026 at 3:58 PM
Most of MAGA feeds on extremism. Outrage is the fuel. Most rich stay comfortably silent while commoners absorb the damage.
Rules only bend for the powerful and rich, break for others. Dems or Reps protect the same rigged game. This is not governance. It is a system decaying.
#usa #corruption
Rules only bend for the powerful and rich, break for others. Dems or Reps protect the same rigged game. This is not governance. It is a system decaying.
#usa #corruption
Growth is deteriorating, not collapsing.
GDP is padded by debt, inventories, government spend.
Uncertainty keeps term premium elevated.
Growth scares arrive via labor → earnings → credit. Not headlines.
When recognition hits, term premium collapses.
Recessions are resets, not failures.
#bonds
GDP is padded by debt, inventories, government spend.
Uncertainty keeps term premium elevated.
Growth scares arrive via labor → earnings → credit. Not headlines.
When recognition hits, term premium collapses.
Recessions are resets, not failures.
#bonds
January 19, 2026 at 4:42 AM
Growth is deteriorating, not collapsing.
GDP is padded by debt, inventories, government spend.
Uncertainty keeps term premium elevated.
Growth scares arrive via labor → earnings → credit. Not headlines.
When recognition hits, term premium collapses.
Recessions are resets, not failures.
#bonds
GDP is padded by debt, inventories, government spend.
Uncertainty keeps term premium elevated.
Growth scares arrive via labor → earnings → credit. Not headlines.
When recognition hits, term premium collapses.
Recessions are resets, not failures.
#bonds
1. Inversion-policy too tight (~6–18 months).
2. Belly led steepening → issuance + term premium panic (~6–10 weeks). We are here🎯
3. Volatility + liquidity stress → front end breaks (days–weeks). Bonds rip.
4. Recession officially starts after steepening.
Inversion warns. Steepening breaks things.
2. Belly led steepening → issuance + term premium panic (~6–10 weeks). We are here🎯
3. Volatility + liquidity stress → front end breaks (days–weeks). Bonds rip.
4. Recession officially starts after steepening.
Inversion warns. Steepening breaks things.
January 18, 2026 at 6:36 PM
1. Inversion-policy too tight (~6–18 months).
2. Belly led steepening → issuance + term premium panic (~6–10 weeks). We are here🎯
3. Volatility + liquidity stress → front end breaks (days–weeks). Bonds rip.
4. Recession officially starts after steepening.
Inversion warns. Steepening breaks things.
2. Belly led steepening → issuance + term premium panic (~6–10 weeks). We are here🎯
3. Volatility + liquidity stress → front end breaks (days–weeks). Bonds rip.
4. Recession officially starts after steepening.
Inversion warns. Steepening breaks things.