BOND

i love my cat and she loves me dearly too. shes always beside me when i make bad trades. no human made law can separate our eternal bond 💓 💕 

Or he’ll end up like so many Bond Villains before, and you’ll be broke.

**BOND REPORT** October 26, 2025 Global Bond Market Stress Signals Flash Red 🩸 The global bond landscape is flashing intense warning signals as sovereign and corporate credit stress deepens. The mood across credit markets is clearly bearish, with liquidity tightening and investor unease accelerating. U.S. Treasury yields have plunged toward 4% after a softer inflation read, sparking a powerful bond rally. But beneath the surface, concerns around structural debt burdens are mounting, with safe-haven demand masking deeper fragilities in sovereign balance sheets. The Federal Reserve’s balance sheet and reverse repo pools are showing mounting stress as liquidity in short-term funding markets thins. This tightening is feeding into broader fixed income volatility, raising the specter of systemic funding pressures. A major driver of sentiment is the accelerating U.S. debt trajectory. The national debt has now breached $38 trillion, climbing at a pace of roughly $500 billion per month. This surge in borrowing is creating sustained anxiety about debt service costs and long-term fiscal credibility. Corporate credit markets are also showing cracks. Undersubscription in recent bond offerings underscores growing investor caution, with widening credit spreads reflecting diminished risk appetite and tightening liquidity conditions. Europe’s bond market reveals fragile sentiment. Pulled deals and rising yields highlight evaporating confidence, while fiscal strains in France and other economies are intensifying scrutiny from rating agencies and global investors. Global rating downgrades and warnings on sovereign debt vulnerabilities are amplifying the pressure. Emerging markets such as Pakistan and several European issuers are confronting widening deficits, rising borrowing costs, and increased capital flight risk. Investor positioning is turning defensive. Large institutional players are rotating selectively into alternative sovereign bonds while reducing exposure to higher-risk debt. This shift reflects a broad repositioning in the face of growing uncertainty. Meanwhile, Eurozone yields are climbing on persistent inflation concerns and geopolitical pressure, diverging from the U.S. rally. This widening gap is creating distortions across global sovereign curves and increasing volatility across bond markets. The overall backdrop is further aggravated by mounting sovereign funding needs, rising geopolitical risks, and liquidity stress across major funding channels. Key institutions have issued repeated warnings of potential repricing shocks across the global bond complex. Taken together, bond markets are signaling tight liquidity, growing sovereign risk, and accelerating flight to safety. The sentiment remains firmly bearish, with rising volatility and funding stress forming the core of the current fixed income environment.

PUTS ON HIGH YIELD BOND FUNDS/ EXP 1 year

The real 690 is coming this week....with a dyslexia James Bond of 700 😂😆

Of course the bond market over reacts and sells the long end of the yield curve. These bond trader degens have become no better than the equities traders.

while you idiots were losing half your net worth, i was busy making thirty FULL cents in the bond market

The BYND situation feels like 1943-era America. Shkreli is Hitler, and each share purchased is like a war bond. I hope he eats his hat on this one

Well at least bond ETFs are not overbought. Oh wait..

What's stopping BYND from issuing a bjallion new shares to take advantage of the recent price spikes to take care of its mountain of outstanding bond debts and leaving the FOMO buyers with the bag?

BYND bond holders selling at 3.3? Happy with 10% return on investment?

glad I got in a penny stock AIRE rather than bond lol

Well thank goodness bond ETFs are not oversold. There probably would be trouble if they were.

VIX up, dollar up, GLD down, SLV up, bond ETFs up, TLT down, tech down, fake meat up. What the fuck is even happening today?

Subprime Lender PrimaLend Enters Bankruptcy After Bond Default

its rarely ever the call, but the long bond wants to party. the setup and sentiment is perfect - where are those jobs numbers...

Some of you don’t trade while petting a cat on your lap like a Bond villain and it shows 🦹🐈

Bond rising w spy, gold sell off, this can not be good

Bond time, TLT going over $92.

High liquidity, (in bond bears pants) 🫣

Fake meat and bond ETFs flying today 🎉

if shit's so bullish, why is oil at a 52 week low, dollar strengthening, bond prices rising, and copper taking a dive 

Bond ETFs ballooning after hours again.

bond ETFs moving like quantum stocks today. Pimco funds with liberation day sized drops.

Do you think Bezos and Musk have roleplay play dates where Bezos plays James Bond and Musk plays the villain 

Bond ETFs been ballooning

No yet but maybe a couple financial crises away. Bond yields are going down and as long as the world is willing to buy US debt they wont link their currency to gold

Make it a DB12S so you can feel like James Bond

Honestly yum was listed on the fallen angels bond etf ANGL and the last group of companies on that list recovered beautifully.

https://www.bloomberg.com/news/articles/2025-10-17/fed-staff-query-missing-1-4-trillion-hedge-fund-treasuries-pile Fed made an oopsie daisies and found out they undercounted how much debt is owned on the Cayman Islands by 1.4 trillion. Oh and would you look at that it's owned by a bunch of bottom feeders funds leveraged 100 to 1 on bond futures going down and bond treasuries going up. This can only end well I think!

ZB bonds futures are trying to break out from a long term down trend. Bond futures tend to go inverse to the market, but bonds rallying also pushes interest rates down. Something to watch.

bad bank loans china tariff war gov shutdown rotation into gold bond yields dropping job #s sus inflation sus calls?

So will shit be flying up once bonds opens and all those bond profits start flooding back into stocks? Gold going down should be a sign.

Global equities are sizeably down. Global govt bond rates are soaring. Oil just shot up around $0.80/brl. Bitcoin is tanking. Gold is somewhat steady/up. Is someone pulling a shitload of cash from the markets and preparing for some sort of global shock? Thoughts?

This pump is gonna die really fast. If you can, get out. Global bond yields are pumping rn

EMERGENCY ALERT: FRENCH AND BRITISH Govt 10Y bond yields just went positive. Sign of impending doom

BREAKING: 4% YIELD ON 10 YR BOND 😳

Will somebody please think of the Argentina bond holders? /s

GLD SLV and Bond ETFs. Hedged everything.

bond auction in 15 will kick things into gear

I have no idea what's going on with the bond market, but some $90 TLT puts expiring tomorrow "might" be a play.

Bond yields shooting up again. Worrisome.

So apparently the Bond villain Goldfinger has a scheme that would work. Crazy.

Trying to predict next worldwar3 from Eurasia bond market(I’m schizophrenic)

You can’t make this up, they are def day traders > USTR GREER SAYS WE ALWAYS WATCH THE STOCK, BOND MARKETS

Bond market being closed tomorrow saved my ass from dumb decisions.

Yes daddy, I’m a dirty little bond slut 👯‍♀️

im a lil scared cuz tmr bond market open, zaddy pow talk, and china hasnt really responded yet/tariff not cancelled

Bond market be open

bullish on bond yields