THIS IS ABSOLUTELY INSANE.
Today, the US 10-year bond yield is up 20 BPS, its 3rd largest daily move in the last 45 years.
The bond market is pricing in something much worse for the US economy. https://t.co/OSI9OhNEWv pic.twitter.com/VeyjnATiQm
— The Macro Paper (@macropaperr) September 23, 2026
Shockingly the stock market VIX of volatility still trades at 16.
The MOVE Index, which measures U.S. Treasury market volatility, jumped 21% yesterday.
This is uncontrolled bond market selloff. Volatility is exploding alongside falling bond prices, signalling increasingly disorderly trading conditions.
U.S. Treasuries are the collateral… pic.twitter.com/ThqJRumTq0
— Macro Liquidity by Sunil Reddy (@Macrobysunil) September 24, 2026
Foreign buying of T-Bills has fallen -80% YoY, per U.S. Treasury data
— Hedgeye (@Hedgeye) September 23, 2026
Good day sir,do you have a minute to talk about US treasuries? pic.twitter.com/rA5hvd5Z5w
— MONETARY MAYHEM (@MONETARY_MAYHEM) September 23, 2026
After US Treasury yields surged, today it’s Japan’s turn to go vertical.
Japan’s bond yields are jumping across the curve:
2Y: 1.90% (+6 bps)
10Y: 3.08% (+9 bps)
30Y: 4.16% (+8 bps)
The feedback loop continues.
Higher Japanese yields increase the incentive for Japanese… pic.twitter.com/hUURGdxvSp
— Macro Liquidity by Sunil Reddy (@Macrobysunil) September 24, 2026
Bessent buying $6B of Treasuries to bring down the yield curvepic.twitter.com/6SZMdRmhO5
— Leyla (@LeylaKuni) September 23, 2026
Every $ORCL bond collapsing after hours. 7.95% to 8.16% 👀 https://t.co/Dapjs0ohh2 pic.twitter.com/qWL76MJMxd
— Roger (@rdd147) September 23, 2026
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