White Rabbit 🐇

CNBC #nailthenumber winner * Opinions not intended as investment advice

[Barchart @Barchart]

Stock Futures getting dumped 📉 📉

[0xNobler @CryptoNobler]

🚨 BREAKING: ABSOLUTE BLOODBATH!!

🇨🇳 OVER ¥2,500,000,000,000.00 HAS BEEN WIPED OUT OF THE CHINESE STOCK MARKET IN JUST 15 MINUTES.

CHINA IS NOW AGGRESSIVELY DUMPING ALL U.S. TREASURIES IN A DESPERATE ATTEMPT TO STOP THE COLLAPSE.

THIS IS NOT LOOKING GOOD FOR GLOBAL MARKETS…

[Kurt Supe, CPA & Retirement Planner @KurtSupeCPA]

Parents are in their 70s.

$2.8M invested.

Pension.

Social Security.

Their 39-year-old daughter is raising kids and trying to save enough for a house.

"We figured she'd get the money eventually."

Eventually could mean she's 60.

That's what stopped them.

$50,000 at 39 can change a family's trajectory.

$50,000 at 60 may just make an already-funded retirement bigger.

If your kids are responsible and you're financially secure, when does giving with a warm hand make more sense than giving with a cold one?

[Bull Theory @BullTheoryio]

BREAKING: Over $550 BILLION has been wiped out from gold and silver in the last 3 hours.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Consumer Sentiment Index fell -3.6 points in September, to 48.1, its 2nd-lowest level in history.

This marks the 2nd consecutive monthly decline, totaling -7.1 points.

This comes as the Current Conditions Index decreased -1.0 point, to 50.9, its 4th-lowest reading on record.

At the same time, the Consumer Expectations Index dropped -5.2 points, to 46.3, its 2nd-lowest since 1980.

This year, the sentiment has deteriorated for all groups by age, education, geography, political party and income.

The decline has been driven by a higher cost-of-living, as higher fuel prices, persistent inflation, rising mortgage rates, and weaker purchasing power.

Consumer sentiment is at crisis levels.

[White Rabbit 🐇 @psbfoto]

@Mayhem4Markets 12.65%

[Bull Theory @BullTheoryio]

BREAKING: Nano Banc just became the 6th US bank to fail in 2026.

It shut down after over 25% of its loans went bad, mostly tied to commercial real estate.

Is another banking crisis coming?

[Barchart @Barchart]

JUST IN 🚨: U.S. 30-Year Treasury Yield jumps to highest level in more than 22 years 📈 📈

[The Kobeissi Letter @KobeissiLetter]

It's official.

As the bond market "meltdown" accelerates, the average interest rate on a 30Y mortgage in the US is up to 7.45%.

That's up +150 basis points in 6 months and the highest since 2023, when inflation was at 6.4%+.

What is happening? Let us explain.

(a thread)

[Bull Theory @BullTheoryio]

🚨 EVERY COUNTRY IS LOSING CONTROL OF ITS BOND MARKET.

Japan’s 2-year yield just hit a new 31-year high.

The 5-year yield just hit a new 31-year high.

The 10-year yield just hit a new 30-year high.

For one of the most indebted economies in the world, this is very dangerous.

[White Rabbit 🐇 @psbfoto]

@jeremyct Time to move to the Midwest…

[Lukas Ekwueme @ekwufinance]

Japan's 1Y yield is surging 8% on the day.

Can't remember the last time I saw a major sovereign bond market trade like a meme coin.

We are in the midst of a global sovereign debt crisis, and Japan is at the center of it.

When Japan falls, everyone else will follow... which is why Bessent is intervening in the yen.

Currency interventions have never worked in the long run, and they won't work this time.

We don't own enough gold for what's coming.

[Mohamed A. El-Erian @elerianm]

Flying under many radars for now, but probably not for long:
The Japanese Yen has weakened back to 159 per U.S. dollar (CNBC chart), approaching the established FX intervention zone.
This matters far beyond Japan for a key reason right now:
Japanese foreign exchange intervention typically involves selling US securities to buy Yen, potentially adding yield pressures to an already sensitive Treasury market.
#economy #markets #japan #yen #bonds #yields

[Mark Sellers @TheloniusM23]

@MG_MBS CNBC says this currently after hours. Wowza

[The Kobeissi Letter @KobeissiLetter]

Unbelievable.

3 hours later and the 10Y Note Yield is now above 5.20% for the first time in 19 years.

The 10Y Note Yield is now up +50 basis points in 30 days and +30 basis points in 2 days.

Even more remarkable is that the average American has no idea this is happening. Yet.

The bond market is imploding in front of our eyes.

[White Rabbit 🐇 @psbfoto]

Check out #Ohio Buckeyes baseball cap OH https://t.co/dhWxFf3We0 #eBay via @eBay

[Carl Quintanilla @carlquintanilla]

FEDWATCH: “.. there’s little standing in the way of a move toward 5.30% in the near term. But that’s not where the move should end.

.. the technical upside for the 10Y now sits near 6.25%.”

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US M2 money supply jumped +$124.9 billion in August, to a record $23.34 trillion.

This marks the 28th consecutive monthly increase, totaling +$2.61 trillion.

YoY, M2 grew +5.7%, its largest YoY increase since June 2022.

This marks a sharp acceleration from +2.0% YoY growth seen in August 2024.

Meanwhile, since the 2020 pandemic, M2 money supply has surged +$7.85 trillion, equivalent to +$1.21 trillion on average per year, or +6.5% annualized growth.

US money creation is picking up speed.

[Barchart @Barchart]

FUN FACT 🚨: Banks are down more than 10% from a 30-day high while the S&P 500 is less than 1% away from an all-time high ✅ The last time this happened was January 2000, 2 months before the Dot Com Bubble Burst 👀

[White Rabbit 🐇 @psbfoto]

@carlquintanilla Reporters first question when interviewing farmers should be- “who did you vote for?”