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![gmmacro_real Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1590935071300603904.png) GM Macro [@gmmacro_real](/creator/twitter/gmmacro_real) on x XXX followers
Created: 2025-07-17 12:35:36 UTC

@dampedspring If majority holds: Stable markets, modest ¥ strength.

If lost: Bond yields spike, ¥ weakens past 150, CPI risks rise.

Cash handouts' inflation impact overstated—savings likely curb spikes—but signal fiscal laxity.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945824707925712968/c:line.svg)

**Related Topics**
[inflation](/topic/inflation)
[fixed income](/topic/fixed-income)

[Post Link](https://x.com/gmmacro_real/status/1945824707925712968)