🇯🇵 JUST IN: Japan's 30-year JGB yields jumped 7.0 basis points to 3.745% while 10-year yields climbed 4.0 bps to 2.420%, extending the bond selloff as investors price in higher rates and Middle East energy risks. https://t.co/RYHpuLVtZo ...

Arthur Hayes said the concurrent weakening of the yen and rise in JGB yields signal structural stress in Japan that could prompt intervention by the U.S. Treasury and the Federal Reserve, with the New York Fed acting as the operational arm. He added that such intervention would effectively inject liquidity, easing pressure on U.S. Treasury yields and, if accompanied by an expansion of the Fed’s balance sheet, potentially providing short-term support for risk assets including Bitcoin. https://t.co/LB4bi6WAhw ...

More on the markets. Let's bring in CNBC contributor Peter Bookvar, chief investment officer at one point BFG Wealth Partners. Peter, great to have you with us.Um, what does it look like. How bad is it in your view if they quote unquote lose control of where the yen is going and where JGB yields are going in terms of not just the carry trade. Um, but also as Guy had alluded to, the money that Japanese investors have invested directly in other assets around the world and that's a lot of it is uh US treasurie ...

Montgomery coning from Monkees live team who is with us this morning. Skyler, good to have your perspective on the program. It feels like we started the week with the BMJ, to some degree with the BMJ as well, with a Bloomberg scoop that sources are telling Bloomberg that the BMJ is ready to hike on the 18th 19th of December as long as nothing enormous happened between them, which still leaves kind of half a month.So we will see. But what is your evolving thinking around the BMJ. Yeah, sure.I mean, I think i ...