If you’re tired of reacting to moves after they happen,
this is worth 45 minutes of your time.
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Good morning:
I’m raising the Yellow Flag this morning with a heavy warning on the state of the markets. Yes, the story driving headlines is news about tariffs and trade between the United States and Europe… over Greenland.
But the real story is happening on another island nation on the other side of the world
Japan.
The 40-year bond has exploded to nearly 20-year highs, while the 30-year bond has jumped nearly 40 basis points in 48 hours. This is a massive shift in global funding, establishing new pressures across the board. This is an ugly chart…
But this one is even uglier… It’s a signal that leverage is unwinding, and explains why MAG-7 stocks continue to show weakness…
Get in the room with me at 8:45 ET for a game plan on how to handle stress in this market. The Fed is already pumping tens of billions of dollars into the financial system… and the question is whether even more is on the way…
See you soon.
Stay positive,
Garrett Baldwin