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OOPS! The droop in Japanese bonds deepened, sending yields hovering to data as buyers gave a thumbs all the way down to PM Sanae Takaichi’s election pitch to chop taxes on meals. Japan’s 30y yields rocketed 26bps in the direction of 4%. pic.twitter.com/NzsbWQhnXV
— Holger Zschaepitz (@Schuldensuehner) January 20, 2026
30y Treasury yield 4.0944% pic.twitter.com/ve3izTfY1Q
— Kevin Gordon (@KevRGordon) January 20, 2026
Family steadiness sheets are in one of the best form they have been in … Checks notes. Ever.
Sure, there’s a variety of debt, however there’s much more fairness. Remember the dominator.
But one more reason our financial system is on agency footing. pic.twitter.com/eehN0AYbpW
— Ryan Detrick, CMT (@RyanDetrick) January 17, 2026
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