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![neilksethi Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2252413050.png) Neil Sethi [@neilksethi](/creator/twitter/neilksethi) on x 12.6K followers
Created: 2025-07-25 09:29:00 UTC

BoA (Hartnett):

Tale of the Tape: bank stocks YTD: Europe 62%, UK 37%, China 29%, Japan 24%, US 17%; banks best expression of 2025 flip from US to global fiscal excess; banks = risk-on until bond yields rise to levels that trigger lower banks; hasn’t happened yet (Chart 5) but vigilantes set to pounce if 30-year yields in UK >5.6%, US >5.1%, Japan >3.2%; interest costs up to X% of UK GDP ($120bn), X% of US GDP ($1tn), X% of Japan GDP ($185bn).

![](https://pbs.twimg.com/media/GwrE_8XXgAAVPPg.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948676850491822567/c:line.svg)

**Related Topics**
[gdp](/topic/gdp)
[happened](/topic/happened)
[fixed income](/topic/fixed-income)
[japan](/topic/japan)
[china](/topic/china)
[stocks](/topic/stocks)

[Post Link](https://x.com/neilksethi/status/1948676850491822567)