Western bonds are starting to trade like risk assets. The Fed’s Goolsbee seems panicked about inflation.

While Western bond yields are surging, China's are plunging.

China can now borrow at ~50-60% lower interest rates than Western countries.

Chinese bonds now trade like Western bonds used to… as safe-haven assets.

Western bonds are starting to trade like risk assets. pic.twitter.com/AX1jfT6oWh

— Lukas Ekwueme (@ekwufinance) November 13, 2026

The Fed’s Goolsbee seems panicked about inflation.

Multiple hikes incoming 💀 pic.twitter.com/b4szVJxSF8

— QE Infinity (@StealthQE4) November 13, 2026

ねぇ@grok
ゴールドが最高値から30%下げてますけど、まだ買わない方がいいですか？#XAUUSD #ゴールド pic.twitter.com/IckxuCyxJT

— たちばな@FX (@tachibana_gold) November 13, 2026