Warning: Japanese Crisis Beginning, The Future Of The U.S. Is Clear

Chief Market Strategist Gareth Soloway deep dives into the collapse intra-day of the Nikkei stock market overnight as their 10 year yield spiked higher. He discusses what this is telling us about global debt and risks to the United States. Gareth is giving a wake up call as the Japanese 10 year bond yield has a bullish chart, signaling more upside. This tells investors and traders that their stock market is likely due for a sharper correction or collapse. In addition, this is a looking glass into the future of the United States. Gareth notes that since the Federal Reserve cut rates, the U.S. 10 year yield has gone higher every single day. This is a warning that the Fed does not control the long-end of the curve. Watch this video and get insights usually reserved for institutions.

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#GarethSoloway #Nikkei #BondYields #StockMarket #GlobalDebt

44 Comments

  1. Once again … i ask … for the Simple person whom ONLY has a 401K … i wish you would cover when one might want to think about a shift in their contributions…. put more in stocks (high risk us based or small cap world stocks .. put more in bonds , put more in Government Money … i myself feel like i did good , I moved 65% to Government Money when the dollar was at 96.40 the day b4 Powell… Dollar is 97.60ish and i think it might keep going up ??? Was it the best move ??? I just dont want to Loose What I Have … but , now what . Whats next move ??? I have no clue .

  2. Gareth again and again every video I watch is just absolute gold dust. I’ve been in the markets trading based on your teachings and guidance for the last few years and a member of Smart money crypto and you have stayed us all right just about every time. Not just that I have learnt so so so much from you, as I’m sure everyone else that follows your videos has as well you have made me extremely passionate about charts and the technicals behind them. You really are the voice of truth on social media, please don’t stop doing what you’re doing yet! I know you probably need to spend some time with your family and not make videos for us guys, but I think guidance over the next few years from you. There’s something I’m going to need!

  3. Overnight the BOJ announced that they plan to sell US$4.2B worth of equities each year. The initial drop in the Nikkei was a knee jerk reaction. Markets clawed back some once they realized that it would take 100 years (at that rate) to unwind all the BOJ holdings in their equity linked Nikkei ETF.
    "BOJ holds approximately 60% of the ETF market, making the BOJ the top shareholder of more than 55 companies in the Nikkei's 225 companies."
    I suppose that a doubling of rates from Oct 2024 to present is insufficient to move the unwind needle on the carry trade considering the Yen is still at near lows. Definitely worth keeping a close eye on JP10Y rates and USD/JPY.

  4. Isn't it concerning the hedge funds have shorted $1 trillion in Treasuries to use he money to buy stocks? Ironically there would be a short squeeze in Treasuries if stocks plateau. A lot of what they're shorting in the u.s. Is long bonds but eventually they have to buy those back when none exist. They borrowed from a pension fund or FICC and then sold it to a 3rd party so then 2 people own the same Treasury bond. So who are they planning to buy one back from when the s&p eventually stops rising. 2007 the fed had to give some treasuries to the banks who had double sold them. Seriously they did QT at the start of the GFC. IMO to save the banks who were short treasuries they and their hedge funds and nonbanks had double-sold.
    IMO that's why the fed now holds treasuries on their books. So they can bail out the banks in the next crisis without having to beg Congress to spend $700 billion urgently to create a bunch of new Treasuries so the banks could give them back to pension funds they had borrowed from and sold to a 3rd party who went bust. The supply of long bonds is tiny compared to tbills so there will be a short squeeze at some point when the stock market goes south again like April 3 which caused 10 year to squeeze