🔻🔻🔻Urgent: 🇨🇳 The Chinese yuan falls to its lowest level in two years.

🟩🟩Markets are collapsing, but stocks are not the real danger…

The biggest danger is that the US bond market is starting to behave like an emerging market.

This is an early sign of a profound shift in the global financial system.

When a crisis or recession fears occur, investors sell riskier assets (such as stocks) and seek a safe haven—often the US bond market.

The usual expected outcome?

• Increased demand for bonds

• Higher prices

• Lower yields

But this time, things are completely different.

Even though the US market has fallen by more than 20%, US bond yields are rising!

This is abnormal behavior…it doesn’t happen in advanced economies.

It’s behavior we see in emerging markets, when market confidence is lost.

So why is this happening now in the US?

Because America suffers from a dangerous twin deficit:

1. Fiscal deficit: Excessive government spending exceeds revenues by +$2 trillion annually

2. Trade deficit: Over $1.2 trillion in 2024 alone

This type of twin deficit undermines international investor confidence.

When the market feels that the country is spending without control and importing more than it exports,

it no longer views its bonds as a safe haven... but rather as a risk instrument.

The result?

The market is not buying US bonds but selling them, causing yields to rise rather than fall.

This is not just a temporary glitch in the markets...

It is a direct market punishment for the US economy.

It is a watershed moment, indicating that we are approaching a major inflection point:

The US bond market is no longer treated as a reference to global stability, but rather as a risky asset.

The collapse has begun from within.

What we are witnessing now is not ordinary fluctuations...

Rather, it is the beginning of a gradual erosion of confidence in the dollar-based financial system.

History is being written now...

And the global financial future will be completely different from what we have known.

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