Theo Hernan

Mark Zuckerberg didn’t post on 𝕏 for 3 years. He runs platforms with over billion users, yet he returned to 𝕏 to promote his product. Jensen Huang never had an account on 𝕏.
Today he signed up & made his first post. When the most influential people have something important to say, they come to 𝕏. 𝕏 is the global town square.

🚨 THE US BOND MARKET IS SENDING A MASSIVE WARNING. The 30-year Treasury yield has stayed above 5% for the longest stretch since the 2007 Financial crisis. And that's a major warning sign. Unlike 2007, the Fed's policy rate is now 1.5% lower, yet investors are demanding even higher returns to lend money to the US government. This is primarily due to America's growing debt and the amount of new borrowing still to come. Since 2007: • The Treasury market has grown from $4.5 trillion to over $31 trillion. • US debt has climbed to more than 100% of GDP. • Annual interest costs have surged above $1 trillion. And the pressure keeps building. The US government isn't the only one looking for money. Companies are also raising more than $500 billion to build AI infrastructure, creating even more competition for investors' capital. That's one reason many fund managers believe 5%+ long-term Treasury yields could stay around much longer than markets expected. The bond market is starting to demand a much higher price to finance America's debt. And if that continues, borrowing costs across the economy could keep rising, causing a debt crisis.