Date: October 1, 2025 (JST)
THP Special Report: The Eve of Walpurgis. Assesses the probability of a financial crisis triggered by the US Treasury bond auction as "Critically High."
Date: September 30, 2025 (JST)
The risk of delayed employment statistics increases market uncertainty.
Date: September 29, 2025 (JST)
Government shutdown concerns persist, leading to a shift towards safe-haven assets.
Date: September 28, 2025 (JST)
The market is quiet on the weekend, but government shutdown risks increase uncertainty for employment statistics.
Date: September 27, 2025 (JST)
PCE inflation is stable, but new Trump tariffs raise concerns of renewed trade friction.
Date: September 26, 2025 (JST)
GDP's upward revision indicates robust economy, but the market adjusted before the weekend.
Date: September 25, 2025 (JST)
Sluggish new home sales continue, and the market is pressured by profit-taking.
Date: September 24, 2025 (JST)
The market declined following the deterioration of the US manufacturing index and Chairman Powell's remarks.
Date: September 23, 2025 (JST)
The end of normalization. The eerie simultaneous rise in stock and gold prices indicates a complete market divergence.
Date: September 22, 2025 (JST)
An eerie calm before the storm. Bank runs on regional banks spread on social media, signaling a crisis reaching the mainstream.
Date: September 21, 2025 (JST)
An eerie calm before the storm. Bank runs on regional banks spread on social media, signaling a crisis reaching the mainstream.
Date: September 20, 2025 (JST)
The joint statement by the FRB and US Treasury failed to dispel market doubts; panic rather expanded.
Date: September 19, 2025 (JST)
Concerns of US regional bank failures, credit crunch materializes. Snowball monitoring shifts to "Gate-A." The first domino falls.
Date: September 18, 2025 (JST)
Calm after the storm. However, the 20-year US Treasury auction significantly worsened, exposing underlying market anxiety. The snowball continues to roll.
Date: September 17, 2025 (JST)
Capital flight from the dollar accelerates. The yen strengthens across the board, but the Nikkei plummets due to liquidity-driven selling. Declared a singularity.
Date: September 16, 2025 (JST)
Japanese market closed for Respect for the Aged Day. Western markets avoided Black Monday, but the aftermath of the subprime auto loan issue lingers.
Date: September 15, 2025 (JST)
Market closed. However, the subprime auto loan issue emerges as a ticking time bomb beneath the surface, foreshadowing Monday's turmoil.
Date: September 14, 2025 (JST)
Dow falls, S&P slightly down, Nasdaq hits new high. Caution advised for liquidity imbalance before FOMC.
Date: September 13, 2025 (JST)
Nikkei hits new high on US stock rally, AI-driven. From a Walpurgis perspective, caution is advised for tight bond supply/demand at month-end.
Date: September 12, 2025 (JST)
Please see individual pages for details.
Date: September 11, 2025 (JST)
Please see individual pages for details.
Date: September 10, 2025 (JST)
Please see individual pages for details.
Date: September 9, 2025 (JST)
Emergency statement issued. Futures market trends indicate increased likelihood of Walpurgis early onset, marking the beginning of the collapse of the dollar's safe-haven myth.