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![rcwhalen Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::27212395.png) Richard Christopher Whalen [@rcwhalen](/creator/twitter/rcwhalen) on x 43.7K followers
Created: 2025-07-25 14:29:04 UTC

The Flow Show | Banks, Bonds, Booms, Bubbles | Michael Hartnett | Key takeaways:
* Risk-on until bond yields rise to levels that trigger lower bank stocks, i.e. 30-yields in UK >5.6%, US
>5.1%, Japan >3.2%
* Wall St at highs yet Main St approval at lows...why investors positioning for US boom & bubble policies into mid-terms
* Return of US exceptionalism but no return of US$ bull...long commodities & EM next phase of dollar-debasement trade


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**Related Topics**
[bubble](/topic/bubble)
[japan](/topic/japan)
[stocks](/topic/stocks)
[fixed income](/topic/fixed-income)

[Post Link](https://x.com/rcwhalen/status/1948752363025482151)