Oh wow! Is the bond market sounding the alarm? Could the biggest sell-off of 2026 be approaching 🚨
✅ Japan and China continue to reduce holdings of U.S. Treasuries
✅ U.S. Treasury yields surge, driving financing costs sharply higher
✅ Risks in the Strait of Hormuz push oil prices up
✅ Energy shocks worsen inflation
✅ Stocks, housing, and crypto assets all come under pressure at the same time
The logic is straightforward: oil prices rise → inflation increases → U.S. Treasuries are sold off → yields climb → global assets are repriced.
What’s most frightening is that the bond market may have already issued the warning first.#美债
✅ Japan and China continue to reduce holdings of U.S. Treasuries
✅ U.S. Treasury yields surge, driving financing costs sharply higher
✅ Risks in the Strait of Hormuz push oil prices up
✅ Energy shocks worsen inflation
✅ Stocks, housing, and crypto assets all come under pressure at the same time
The logic is straightforward: oil prices rise → inflation increases → U.S. Treasuries are sold off → yields climb → global assets are repriced.
What’s most frightening is that the bond market may have already issued the warning first.#美债
