UK gilt yields break back above LDI Crisis Levels, German Spreads Blow Out to Berlin Wall Levels

Europe Whistles Past the Graveyard

• The UK is likely to be the first European country to face a financial collapse, with bond spreads with Germany indicating economic distress.

• Big banks and hedge funds are positioning to blame Trump for future financial crises, aiming to reinstate a deep state puppet in 2028.

• T Rowe Price is predicting 6% yields in 2025, meaning big banks will have even deeper losses, and the Fed itself as well.

• For the first time in 24 years, the US and China appear to be on a synchronized inflationary path.

The first domino in Europe to fall is likely to be the UK. I thought it would be Italy, but by bond spreads it appears that the UK will fall first. Part of it has to do with the fact that Italy has a bigger garbage dump for its debt in the form of the entire eurozone, whereas the UK has its own currency. The premium in rates for the UK versus the "gold standard" Germany, the increasingly senile economic engine of Europe, has not been higher since the fall of the Berlin Wall. Well, 1990 but you get the picture.

The spread is now higher than it was at the peak of the LDI gilt crisis in 2022 when retirement accounts nearly imploded the entire UK monetary system overnight. The Bank of England had to step in for the emergency. On a spread basis with Germany, considered the "safest" of all bond market, the UK is even worse off now.

I'd say that the UK deserves this due to its insane totalitarian anti speech laws where you can be arrested for a retweet but Germany is just as bad as the UK. It's 1930s fascism returning to Europe from the opposite direction of "tolerance". And both governments, Germany and UK, are equally pathetic and embarrassing. I can't wait for them to both fall.

Big Banks, Hedge Funds are Setting Up to Blame Trump for the End Game

T. Rowe Price is predicting 6% yields in 2025 (I think it'll be even higher) because of