Bond yields across major economies just hit multi-decade highs. US 30Y at 19-year peak. Korea 30Y all-time high. France 30Y 18-year high. UK 10Y 18-year high. Germany 10Y 15-year high. Japan 2Y/5Y 31-year high.
When one country's yield spikes, that's their mess. When all of them spike at once, that's a coordinated unraveling.
This isn't just macro noise. It's the kind of setup that forces capital to reprice everything — including risk assets. If you're not watching bond markets right now, you're flying blind.
When one country's yield spikes, that's their mess. When all of them spike at once, that's a coordinated unraveling.
This isn't just macro noise. It's the kind of setup that forces capital to reprice everything — including risk assets. If you're not watching bond markets right now, you're flying blind.