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The Bond Market Just Broke The Fed

2025-09-09 Education
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Andrei Jikh
Andrei Jikh
3.2m subscribers

Global Bond Market Signals Central Bank Loss of Interest Rate Control

Understand why rising global bond yields indicate central banks are losing their grip on interest rates and what this divergence means for your stocks, mortgages, and Bitcoin valuation.

Short Summary

  • Governments globally face unexpectedly high, long-term borrowing costs, defying central bank policy signals.
  • Historical recession indicators, such as the prolonged US yield curve inversion, suggest the economy may already be contracting.
  • Higher yields impact asset valuation by heavily discounting future corporate profits and keeping mortgage rates elevated.
  • Investors are increasingly showing a "vote of no confidence" by flocking to assets like gold despite rising institutional yields.

This report decodes the technical divergence occurring as the bond market pushes interest rates higher, even as central banks signal cuts. We explore how this global phenomenon—seen in G7 nations—predicts trouble for traditional finance and examine the differing long-term implications for hard assets versus conventional equities.

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Description

The Bond Market Just Broke The Fed ► Apply for the Gemini Credit Card: https://www.Gemini.com/andrei #GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed by the content creator are their own and not influenced or endorsed by Gemini. ► Up to $1000 in NVDA shares with qualified deposit+ limited time 8.1% APY: https://start.moomoo.com/00zRxu Terms and Conditions apply. Securities are offered through Moomoo Financial Inc. (MFI), Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with MFI and their experiences may not be representative of other moomoo users. Investing is risky. Securities are offered through Moomoo Financial Inc.(MFI), Member FINRA/SIPC.Promo 8.1% APY (as of 8/1/25) for new users only until 9/25/25. Actual APY may differ. Rates may change. New user promo subject to terms & conditions.Click the link for Bank Deposit List, Cash Sweep and Promo details. See full disclosures at:https://invest.us.moomoo.com/_disclosure ► My Stock Portfolio + Tracker https://www.brrrr.ai ► How To Protect Your Bitcoin (step by step), use Code "ANDREI40" to get 40% off https://stan.store/andreijikh ► Where I Buy My Bitcoin: https://gemini.sjv.io/7a0OL5 ► How I went from Zero To A Million: https://www.zerotoamillion.com ► Ledger Discount Link: https://shop.ledger.com/pages/black-friday-andrei-jikh?r=535643c13ab0 ► My Stock Portfolio + Stock Tracker: https://www.patreon.com/andreijikh ► Open A Roth IRA: ► Follow Me On Instagram: https://www.instagram.com/andreijikh/ ► How I Protect My Bitcoin: https://shop.ledger.com/pages/ledger-nano-x?r=535643c13ab0 My PO Box: Andrei Jikh 4132 S. Rainbow Blvd # 270 Las Vegas, NV 89103 DISCLOSURE: None of this is meant to be construed as investment advice, it's for entertainment purposes only. Links above include affiliate commission or referrals. I'm part of an affiliate network and I receive compensation from partnering websites. The video is accurate as of the posting date but may not be accurate in the future. You should not treat any opinion expressed on this Youtube channel as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of opinion. Opinions expressed are based upon information considered reliable, but this Youtube channel does not warrant its completeness or accuracy, and it should not be relied upon as such. This Youtube channel is not under any obligation to update or correct any information provided in these videos. Statements and opinions are subject to change without notice. No compensation is received by this Youtube channel for the opinions expressed. Past performance is not indicative of future results. This Youtube channel does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed on this Youtube channel. Strategies or investments discussed may fluctuate in price or value. Investors may get back less than invested. Investments or strategies mentioned on this Youtube channel may not be suitable for you. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You must make an independent decision regarding investments or strategies mentioned on this Youtube channel. Before acting on information on this Youtube channel, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Top Comments (10)

@theredroaster7442 2025-09-09

We’re always in a recession for quite a few months before they ever say we’re in a recession

693 27 replies
@VegasTrick 2025-09-09

Who else just learned that 'J' is a rewind button by watching this video?

386 14 replies
@galderiturregui5503 2025-09-10

In Spain, right now, mortgage rates have gone down and home prices have exploded even more.

320 33 replies
@ASIRA89 2025-09-10

"money will make more money, faster than labor will" yes that is why people that can afford it invest, instead of working double shifts.

275 11 replies
@tay.0 2025-09-10

I'm tokenizing my kidneys on the blockchain, very soon.

170 6 replies
@Übelisbestgurl 2025-09-10

We're in a stagflationary recession but unlike the 1970's there's more government control being exhibited over presented figures and corporations. Like the futures market for oil and other commodities. Once things start to unravel it will get very crazy very fast.

158 10 replies
@bareu3392 2025-09-10

Why are you letting Gemini sponsor you? They literally stole all their costumers money (including mine) when bitcoin crashed, and they didn't give it back till like 5 years later when it went back up. No one should trust them. It seriously puts doubt on your credibility to take money from them

132 6 replies
@Finance_and_stuff 2025-09-10

This is SO IMPORTANT! Thanks for talking about bond markets; I feel like everyone would vote and think of money SO differently if they could understand the bond market.

37 1 replies
@glaborie 2025-09-10

watching this from Switzerland with a modest yet steady 0.2% yearly inflation and 0% central bank interest rates.

26 3 replies
@ctbojar 2025-09-10

We were already in a recession, they just changed the definition.

25

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