The US bond market crisis is intensifying.
While everyone is focused on AI and the Iran War, the US bond market is in a complete meltdown.
The 30Y Yield is now above 5.00% and the 10Y Yield is nearing the pivotal 4.50% level, which resulted in President Trump's "90-day tariff pause" in April 2025.
Long-term yields are now ABOVE levels seen prior to Fed rate cuts in another brutal reminder that the Fed can not contain the long-end of the yield curve.
At the current pace, we will likely see US mortgage rates rise back above 7.00% this year.
The question then becomes:
How much longer can markets (or the US government) ignore the yield crisis?
And, who folds first?
(@TheKobeissiLetter)
🇺🇸 A group of students in Lubbock #TX have started punching, kicking, and beating the teachers.. in the middle of the school day. Students can be seen dragging white teachers by the hair. How is anyone supposed to learn in this environment? It's worth investigating.
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Most people check the ingredients in their food. But what about the light bulbs in their homes?
As the days shorten, we spend more time under artificial light. Yet most people choose their lighting without considering what it means for their health.
Here I explore the forgotten research on natural and artificial light, why the differences extend far beyond vitamin D, and what deserves a closer look in your own home:
https://www.midwesterndoctor.com/p/why-light-is-an-essential-nutrient
🇺🇸🇳🇱🇦🇿🇦🇪 — A new book alleges that Dutch intelligence hacked the phone of Jared Kushner, U.S. President Trump's son-in-law, and monitored him accessing a Dubai bank account holding hundreds of millions of dollars transferred from a bank in Azerbaijan.
The claim comes from an excerpt of 'Princes and Thieves', a book by investigative journalist Matthew Cole about Kushner and Emirati President Mohamed bin Zayed.
Cole says a source he considered reliable told him in spring 2020 that Kushner appeared to transfer large sums from the account to other individuals, including a warlord, a mercenary, and a former hitman.
The excerpt's headline says the transfers totaled more than $700 million and that the bank accounts linked Kushner and former senior adviser to Israel, the UAE, and Saudi Arabia.
— Vanity Fair | @TheWarReporter