.fugg
@mobilemondaycfa.bsky.social
Reposted by .fugg
BOJ: REAL INTEREST RATES EXPECTED TO STAY SIGNIFICANTLY NEGATIVE
December 19, 2025 at 3:26 AM
BOJ: REAL INTEREST RATES EXPECTED TO STAY SIGNIFICANTLY NEGATIVE
Reposted by .fugg
@gakerbroup.bsky.social all of the
slow moving big ass shit is critical.
30y. Bank of Japan. all of pensions
slow moving big ass shit is critical.
30y. Bank of Japan. all of pensions
December 17, 2025 at 12:48 PM
@gakerbroup.bsky.social all of the
slow moving big ass shit is critical.
30y. Bank of Japan. all of pensions
slow moving big ass shit is critical.
30y. Bank of Japan. all of pensions
Reposted by .fugg
Bank of Japan expected to raise rates on Friday to the highest level since 1995
December 17, 2025 at 7:58 AM
Bank of Japan expected to raise rates on Friday to the highest level since 1995
Reposted by .fugg
30yr yield 4.85%.. won't take much holiday bond-vigilante shenanigans to get to 5% by year-end
December 17, 2025 at 12:36 PM
30yr yield 4.85%.. won't take much holiday bond-vigilante shenanigans to get to 5% by year-end
Be greedy when others are fearful!?!
❗ there is currently the most bearish sentiment in #BTC in this cycle, according to the Analyst Consensus Index
December 15, 2025 at 8:10 PM
Be greedy when others are fearful!?!
❗ there is currently the most bearish sentiment in #BTC in this cycle, according to the Analyst Consensus Index
December 15, 2025 at 8:09 PM
Be greedy when others are fearful!?!
Reposted by .fugg
BOJ’s Ueda notes that real interest rates are currently very low
December 9, 2025 at 5:48 AM
BOJ’s Ueda notes that real interest rates are currently very low
Reposted by .fugg
JAPAN MOF TO BUY BACK ¥20 BILLION IN GOVERNMENT BONDS ON DEC 8
December 5, 2025 at 1:12 AM
JAPAN MOF TO BUY BACK ¥20 BILLION IN GOVERNMENT BONDS ON DEC 8
Reposted by .fugg
repo rates are back to the middle of IORB level today
And Standing Repo Facility booked zero usage this morning
this doesn't smell "scarce" to me. It may not even be "ample"
And Standing Repo Facility booked zero usage this morning
this doesn't smell "scarce" to me. It may not even be "ample"
December 4, 2025 at 2:31 PM
repo rates are back to the middle of IORB level today
And Standing Repo Facility booked zero usage this morning
this doesn't smell "scarce" to me. It may not even be "ample"
And Standing Repo Facility booked zero usage this morning
this doesn't smell "scarce" to me. It may not even be "ample"
Reposted by .fugg
KLARNA REPORTS 45% BLACK FRIDAY GROWTH Klarna saw a 45% year-over-year increase in U.S. sales from November 1 through Black Friday. Footwear, tech, beauty, and home goods all performed strongly. Birkenstock led footwear, Apple AirPods 4 topped tech, PS5 models led gaming, and
December 1, 2025 at 2:02 PM
KLARNA REPORTS 45% BLACK FRIDAY GROWTH Klarna saw a 45% year-over-year increase in U.S. sales from November 1 through Black Friday. Footwear, tech, beauty, and home goods all performed strongly. Birkenstock led footwear, Apple AirPods 4 topped tech, PS5 models led gaming, and
Reason I say that is because BTC or especially SPX tracking JPY yields would imply levering by Wall St. (domestic) or Japan dumping bonds and crashing into US equities. Yet Nikkei > SPX over last 5 years.
Big tech becoming the “flight to safety” makes sense given stimulus injections and what not post COVID-19. So as a consequence Wall Street “crashes” into big tech.
What doesn’t make sense to me is the disconnect (connection) between UST’s (JGB’s) post COVID stimmies.
What doesn’t make sense to me is the disconnect (connection) between UST’s (JGB’s) post COVID stimmies.
November 21, 2025 at 11:46 PM
Reason I say that is because BTC or especially SPX tracking JPY yields would imply levering by Wall St. (domestic) or Japan dumping bonds and crashing into US equities. Yet Nikkei > SPX over last 5 years.
Big tech becoming the “flight to safety” makes sense given stimulus injections and what not post COVID-19. So as a consequence Wall Street “crashes” into big tech.
What doesn’t make sense to me is the disconnect (connection) between UST’s (JGB’s) post COVID stimmies.
What doesn’t make sense to me is the disconnect (connection) between UST’s (JGB’s) post COVID stimmies.
if you see me say some version of
“big tech are bonds” I mean JGBs
“big tech are bonds” I mean JGBs
In one cryptic music video, what was the cause of this “delinkage”?
November 21, 2025 at 11:41 PM
Big tech becoming the “flight to safety” makes sense given stimulus injections and what not post COVID-19. So as a consequence Wall Street “crashes” into big tech.
What doesn’t make sense to me is the disconnect (connection) between UST’s (JGB’s) post COVID stimmies.
What doesn’t make sense to me is the disconnect (connection) between UST’s (JGB’s) post COVID stimmies.
In one cryptic music video, what was the cause of this “delinkage”?
sometime in 2022 bigtech delinked
in American yield to Japanese yield
in American yield to Japanese yield
Honestly, his analysis helped me understand something. I've always avoided Bitcoin, but I am in growth stocks that tanked yesterday much harder than any fundamentals would indicate. That I'm actually indirectly exposed to the bitcoin collapse is annoying when I've tried to avoid them. My mistake.
November 21, 2025 at 10:50 PM
In one cryptic music video, what was the cause of this “delinkage”?
Reposted by .fugg
HASSETT SAYS 'WE LOST CONTROL' OVER INFLATION
November 19, 2025 at 3:27 PM
HASSETT SAYS 'WE LOST CONTROL' OVER INFLATION
Reposted by .fugg
40-Year JGB Yield Reaches Historic Peak of 3.685%
November 19, 2025 at 4:53 AM
40-Year JGB Yield Reaches Historic Peak of 3.685%
Reposted by .fugg
The capital flight story that got so much attention last spring continues to be the dog that didn't bark in the flows data.
*US SEPT. NET LONG-TERM PORTFOLIO SECURITIES FLOW +$179.8B
*US SEPT. NET LONG-TERM PORTFOLIO SECURITIES FLOW +$179.8B
November 18, 2025 at 9:08 PM
The capital flight story that got so much attention last spring continues to be the dog that didn't bark in the flows data.
*US SEPT. NET LONG-TERM PORTFOLIO SECURITIES FLOW +$179.8B
*US SEPT. NET LONG-TERM PORTFOLIO SECURITIES FLOW +$179.8B
Reposted by .fugg
ADP weekly jobs data was less bad than last week
November 18, 2025 at 1:49 PM
ADP weekly jobs data was less bad than last week
Reposted by .fugg
The password later this week will be
JGBs
JGBs
Japan 5-Year Government Bond Yield Rises 0.5 Basis Points to 1.260%
November 18, 2025 at 12:58 AM
The password later this week will be
JGBs
JGBs
Reposted by .fugg
JUST IN 🚨: Japan's 20-Year Yield jumps to 2.78%, the highest level since 1999 📈🤯
November 18, 2025 at 1:53 AM
JUST IN 🚨: Japan's 20-Year Yield jumps to 2.78%, the highest level since 1999 📈🤯
Reposted by .fugg
JAPAN ECONOMY MINISTER KIUCHI: WEAK YEN LIFTING CPI VIA HIGHER IMPORT COSTS
November 13, 2025 at 11:41 PM
JAPAN ECONOMY MINISTER KIUCHI: WEAK YEN LIFTING CPI VIA HIGHER IMPORT COSTS
Reposted by .fugg
Inflation rising; Hammack hawk squawks. #econsky
* FED'S HAMMACK SAYS INFLATION IS STILL TOO HIGH AND MOVING UP
November 13, 2025 at 7:02 PM
Inflation rising; Hammack hawk squawks. #econsky
Reposted by .fugg
🇺🇸U.S. LOST AVERAGE OF 11,250 PRIVATE-SECTOR JOBS IN FOUR WEEKS ENDED OCT. 25, ADP SAYS
November 11, 2025 at 1:37 PM
🇺🇸U.S. LOST AVERAGE OF 11,250 PRIVATE-SECTOR JOBS IN FOUR WEEKS ENDED OCT. 25, ADP SAYS