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Tweets/Bluesky
OOPS! The slump in Japanese bonds deepened, sending yields soaring to records as investors gave a thumbs down to PM Sanae Takaichi’s election pitch to cut taxes on food. Japan’s 30y yields rocketed 26bps towards 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
Household balance sheets are in the best shape they’ve been in … Checks notes. Ever.
Yes, there’s a lot of debt, but there’s a lot more equity. Don’t forget the dominator.
Yet another reason our economy is on firm footing. pic.twitter.com/eehN0AYbpW
— Ryan Detrick, CMT (@RyanDetrick) January 17, 2026
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