News Summary

• Between the bond rout and Japan's yen needing intervention, the vibes are not great..
• This is not another interminable chapter in the endless Vibecession debate I frankly, never want to write about again.
• Actually predicting the future is very hard, but it doesn’t take an economics degree to scan the world of financial headlines and see an array of very large rainclouds on the horizon.
• If you are looking for the likeliest candidate to become A Problem, Japan is it right now.