The most important question for global markets right now: Can these two co-exist? The Unstoppable Object vs The Immovable Force

Yes they can. Argentina is one fine example. High inflation, high interest rate regime is here.

Yields will come down once the equity markets are scarified.

Thanks Chairman B

I’d put a oil chart up there too

Yes. 30Y more relevant for real estate and mortgage rates. Most Nasdaq companies borrow at floating rate so short-term yields more relevant for them.

Yes they can Selling(or not buying) long term to buy stonks

Something is going to break in this market…

Think at this point, there's actually a difference in the two. one can only yield in USD & the other (depending on which company) yields in a diversified source of currency.

Do you mean the market is going to crash?

Awesome title!

@DavidInglesTV you should talk more about China tech stocks. USA tech stocks are all time high

Markets has rallied in the past with high interest rates & they will forever

Riding Nasdaq is definitely not an unstoppable object

No. The stockmarket will crash to save bonds.

They can because they are

We'll see how "risk free" the "risk free rate" actually is 😂

Tokyo gave a partial answer Monday. The Nikkei opened above 67,000 and closed on its low, chips sold off, banks rose. At index level the two coexisted; underneath, leadership rotated toward the sectors that actually earn more when yields rise.

Yes. Right now, one feeds the other. The market can live with pressure on long-term Treasuries as long as AI/tech capex keeps pushing the Nasdaq higher. If spending slows, the trade flips: weaker growth, lower earnings, higher recession risk.

They can coexist for a while if earnings keep outrunning the cost of capital. A record Nasdaq isn’t just a valuation story. It is the market saying cash flows from the build-out still look real. The long bond is saying the same thing from the other side: debt supply and term premium are no longer free. From Asia, that filter is actually useful. Capex that still works at a higher discount rate is the part of the cycle worth watching. Cheap money was never going to last forever.

Why not? If interest earnings are invested in equities

What if the expectation of "infinite returns" from AI is driving both the Nasdaq and borrowing costs up.

Bienvenidos a la era de la incertidumbre acelerada: máximos históricos en acciones y máximos de 24 años en el coste del crédito. Estas divergencias nunca terminan en empate.

correction in one is round the corner.

If mother market collapses then the chances of surviving other markets are less too

Why to worry about something which is uncontrollable!!

Chinese interest rates are a lot lower, if that helps.