The Japanese bond market is the true black swan for equity markets; anticipate NY Fed intervention. 1
The current surge in metals prices projects
📌 X Insight Update[x_fin] (2026/01/26 08:32)
Anthropic’s Opus 4.5 showcases the power of autonomous coding agents 引用[1].
A continuous re-evaluation of U.S. risk is establishing itself as the market’s new baseline 引用[2].
📌 X Insight Update[x_fin] (2026/01/26 06:11)
SPX dips are consistently bought, raising questions about this pattern’s longevity 1.
A bear flag breakout is playing out, signaling pain for Crypto longs 12.
📌 X Insight Update[x_fin] (2026/01/26 02:07)
The robust AI-driven semiconductor cycle is currently preventing a major US stock market sell-off. Both US and Hong Kong markets will likely continue their choppy, range-bound trading seen since October.
📌 X Insight Update[x_fin] (2026/01/25 22:12)
Yen and Japanese long-bond yields are back on the market radar. US-Japan FX intervention is likely as USD/JPY neared 160 this week. The 30-year JGB yield also spiked to 3.76%, with 160 being a critical psychological defense for Japanese authorities. [2](https://x.
📌 X Insight Update[x_fin] (2026/01/25 14:07)
Government shutdown odds are spiking for January 31st, as Senate Democrats threaten to block DHS and ICE funding. [1]
A confluence of macro developments casts a long shadow: impending government shutdown, potential 100% tariffs on Canada, President Trump’s reported interest in acquiring Gree…
The severe judgment against Zhang Youxia, equating his political gravity to figures like Guo Boxiong and Xu Caihou, suggests potentially deep-seated issues that undermine the party’s foundation and military leadership.
📌 X Insight Update[x_fin] (2026/01/25 00:07)
$NVDA CEO’s China visit highlights strong, persistent AI demand, despite regulatory hurdles over the H200 chip 引用4.