The tweet was deleted by the author.
But we saved everything 🙂.
Michael A. Gayed raises alarm over developments in the bond market, particularly in relation to Japan's yields.
He suggests that these changes are significant enough to prompt serious concern among investors and the broader public.
Gayed recently highlighted the start of the first phase of the reverse carry trade as Japanese authorities moved to support the Yen. He also noted a shift to risk-on positioning, with key intermarket signals aligning and the S&P 500 standing 7.5% above its 200-day moving average, in a separate update on broad market sentiment. These observations form part of his ongoing commentary on shifting conditions in the bond and currency markets.