According to @KobeissiLetter, Japan’s stock market fell 2.5% as Japanese government bond (JGB) yields extended into record territory, signaling mounting macro stress that traders should track in real time (source: @KobeissiLetter on X, Sep 19, 2025). According to @KobeissiLetter, if the U.S. deficit spending issue remains unresolved, similar pressure could hit U.S. markets, which is a key risk to monitor for potential spillover to risk assets; crypto traders should watch BTC and ETH for volatility alongside global yields and equity futures under this macro backdrop (source: @KobeissiLetter on X, Sep 19, 2025).