Bond Market is King

[TASFarms]

120,000+ Flock cameras (enabled by AI data centers) in "the land of the free"!
Just imagine how compliant and accepting of this surveillance tech the nanny governments of Canada will be when it launchs up here.

Tryn and get a tour of the Kindersley police station and see if smart is already started?

[errolanderson]

Absolute selling carnage across Asian stock markets over past few days. Reported nearly $1 trillion wiped out in last 24 hours. Bond yields continue to surge globally as debt markets out of control. Insurance company bankruptcies.a-risk as bond market implodes.

Now reports of more than 60 U.S. banks on verge of default. Some analysts suggesting to have cash-on-hand stateside.

Meanwhile Loonie and Aussie taking flight as USD comes under global selling pressure. My two bits, loonie firming toward 75 cents in 2027 possible, but certainly a crazy world and a moving target.

Central banks have a choice, Save the stock market or save the one market . . . .

PS: Grain markets now an emerging bull market in 2027? PF tour results coming in corn yields appear lower in Nebraska, Illinois. Yield estimates well below USDA. This is a watch.

Also Black Sea wheat exports may be well lower in 2027.

Bottomline, financials are a huge risk, impacting commodities like cattle, but grains may be on a roll in the months ahead.

[biglentil]

Bond yields surging means bond prices tanking, iou's with no takers . Stagflation is surging and the destruction of the purchasing power of those saving in fiat or on a fixed income is rapidly accelerating. Oil disruptions from the land of the Houthis and The Blowships may have just pricked the everything bubble. Luxury items and fuel hogs are going to be on the chopping block mighty quick (wake board boats, full size gas and diesel daily drivers, rv's, mansions, toys of all sorts), commuting long distances is going to affect real estate of satellite communities, property crime and fuel theft issues might become more of an issue. Bankruptcies will surge as the debt and bubble economy created on cheap abundant oil and cheap credit cannot be serviced. This will exacerbate shortages as critical components and consumables fall into short supply. A credit crisis so massive nothing financial on a bank balance sheet or spreadsheet will be safe. Designed in a way to look organic but completely manufactured by the globalists.

Sorry if this sounds gloomy, but might want to squirrel away a few acorns for winter.

[Old Cowzilla]

Two dudes caught stealing trucks and stuff here in Manitoba the other day where wearing ankle bracelets already from previous thefts. Big brother might have cameras watching you but nobody is watching the cameras

[errolanderson]

Trump’s Iran war has in-part triggered the sharp rise in U.S. treasuries. Debt markets are in an uncontrolled fire. Now America has three choices. It’s like paying off credit card debt with another credit card. Pick em . . . .

Let the bond yields run.
Let the stock market crash
Let the U.S. dollar fail

How high can the loonie and Aussie go?

[biglentil]

You think they are going to wake up and say "let's shift course and become fiscally responsible. Lets be like Volker and let bond yields rise to to double digits, cut spending, trim fat....." NO of course not they will give the addict on life support another shot of mouseclick moola even if its killing the patient and the faith in the USD. Gold doesn't pay a yield then why do you think its ripping higher in the face of rocketing rates on the long end? Its because the market is realizing the Fed's back is against the wall and anything the fed cannot print is a life raft.

[agstar77]

All empires end.

[Rinker]

All empires end.

But will it end with a bang? or a whimper?

[furrowtickler]

To LEP's point, Mark Cuban expects many of these data centers to end up as pickle ball courts.

Mark will be correct

[shtferbrains]

All empires end.

Looked worse when Iran took hostages when Jimmy Carter was POTUS.
Nicest guy, peanut farmer.
Very sincere, no grift, but not good for the USA or the world economy.
Had a few Americans for neighbors at the time working on the hydro dam.
They explained it as a weak time in many ways.
Might be what happened here?
Weak leaders make hard times?

But I don't see a Ronald Regan coming?
He was kind of a surprise when the MSM only talked about his Bonzo chimp movie.
He turned out to be a great diplomat and turned what looked like the end of the USA into the end of the USSR and Soviet Communism.