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@augustus
Bond yields are going to break things... Big June 16 Bank of Japan rate decision coming up. They are looking to raise rates significantly, heard 1% is the consensus which would start a carry trade unwind. Not great for equities... 

By the way 30 year bond yields are not supposed to move 50+ basis points so fast lol..
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May 19, 2026 · 11:11 PM · 32 views · Commons
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@luwyn · May 25, 2026 · 10:17 PM
The bond vol has made a higher low on the weekly too.
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