Global bond crisis is back again!~~~


The US 10-year Treasury yield is 4.7%, the highest since January 2025.
The 30-year yield is 5.2%, the highest in 19 years.
Japan’s 10-year yield is 2.82%, the highest in 30 years.
Japan’s 30-year yield is 3.99%, the highest in 27 years.
The UK is 3.2%, the highest in 18 years.
France is 3.98%, the highest since 2009.
Oil prices have risen from 70 to 100+.
The Middle East is not de-escalating—it’s escalating.
Oil price up = inflation up =
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