https://serfdomalley.com/videos/watch/3824ba04-bc47-4a96-8a1e-2185d9186d3e The Bank of Japan blinked, and the US bond market noticed immediately. 🔗 Trade alongside the Verified Pro Traders in the Apex Live Day Trading Room: https://verifiedinvesting.com/products/apex-live-day-trading-room Japan hiked 25 basis points but refused to guide toward more — and the yen weakened instead of strengthening. Gareth Soloway explains why that spooked US yields back to 4.984%, what it means if central banks are losing their nerve, and why today's record triple witching makes every level unreliable after 1:30. 📐 TODAY'S GAME PLAN 🔴 THE BOJ BLINK — Everyone expected continued hawkishness from Japan and did not get it. Gareth's read: the bond market is signaling it does not trust governments to get debt under control, so it will push rates up even if central banks will not. Watch whether this is a crack in the ice for the others. 🔴 JAPAN'S TRAP — The number behind the decision. At 230% debt to GDP, Japan cannot let rates rise indefinitely without the interest bill crippling the economy. Every government faces the same choice: let rates go up and earn credibility while going broke, or suppress them and invite something worse later. 🔵 YIELDS VS FUTURES — A clean intraday demonstration. Gareth lines up the 10-Year against the S&P futures from 3am and shows them moving in exact opposition, tick for tick. The 10-Year is back to 4.984%, and next week he is watching 5.02% — above that there is no major resistance until 5.3% to 5.5% on the weekly. 🔴 DIESEL AT A RECORD — $6.45 a gallon, a new all-time high, and the reason this is not abstract. Every truck moving goods, every airline buying jet fuel, and eventually every grocery shelf carries that cost. Holiday airfares are the next place it shows up. 🟢 GOLD AND SILVER — The tell. Gold is green while both yields and the dollar are up, which is a genuinely good day for gold given that backdrop. On silver, Gareth flags a new descending trend line from the all-time high through two pivots, and a break would open the next leg up. 🔑 TRIPLE WITCHING — Citadel estimates today's quarterly expiration is the biggest ever at $7.7 trillion or more. Expect violent swings between 1:30 and 3:30, and treat them as institutions defending contracts rather than as signal. Technical levels can be wiped out for reasons that have nothing to do with the chart. 🔴 THE REFINER TRADE — The new story nobody is covering. Crack spreads have been so profitable that Europe is now discussing a windfall tax on refiners. If that were announced and passed, Gareth thinks these names drop 15% to 20%. He discloses he is short Valero, which has run 77% since June. He is also looking to reshort copper into its trend line, is eyeing a swing short on Apple after yesterday's gap fill, and wants CrowdStrike down at $188 to $192. 🔑 KEY TAKEAWAY: One central bank hesitated and the whole complex repriced within hours. That is what a market with no fiscal cushion looks like. Gareth stays bullish the S&P above his line, but he is clear this is a reprieve, not a resolution — and with diesel at a record and yields pressing 5%, the pressure is building somewhere it eventually shows. ⏱ TIMESTAMPS (estimated) 00:00 The Bank of Japan Blinks 02:20 Yields Up, Futures Down — Tick for Tick 04:10 230% Debt to GDP: Japan's Trap 05:30 S&P Still Above the Bullish Line 08:30 Why 5.02% Matters Next Week 09:55 Diesel Hits a Record $6.45 11:45 Gold Green on a Bad Day for Gold 12:40 Triple Witching: $7.7 Trillion Expiring 14:30 Copper: The Reshort Setup 16:20 Windfall Tax Talk Hits the Refiners 18:40 Apple, Netflix and CrowdStrike 21:50 Bitcoin: Long From $76,000 ✅ SUBSCRIBE for Gareth's game plan every weekday at 9am ET. 📺 Weekly Wrap-Up today at 4:20pm ET. 💬 COMMENT: Is the BOJ a crack in the ice for other central banks? 👤 FOLLOW @verifiedinvesting @garethsolowayprotrader 🪙 What if you actually controlled your money? Our sponsor Rumble Wallet makes it easy. Use the code VERIFIED10 to claim $10 in US Stablecoin (USA₮)! Download now: http://wallet.rumble.com/Verified Limited to the first 500 wallets activated and funded. 🔒 Gareth and the Verified Investing team will NEVER contact you asking for money or offering trades. Anyone who does is impersonating us — report and block them. ⚠️ Educational and informational only — not financial advice. Gareth Soloway and Verified Investing are not registered investment advisors. Trading involves substantial risk of loss. Past performance does not indicate future results. #BankOfJapan #Yields #TripleWitching #Diesel #Oil #Gold #Silver #Bitcoin #Valero #Apple #Copper #SP500 #Trading Fri, 18 Sep 2026 22:02:20 GMT https://validator.w3.org/feed/docs/rss2.html PeerTube - https://serfdomalley.com https://serfdomalley.com/client/assets/images/icons/icon-512x512.png https://serfdomalley.com/videos/watch/3824ba04-bc47-4a96-8a1e-2185d9186d3e All rights reserved, unless otherwise specified in the terms specified at https://serfdomalley.com/about and potential licenses granted by each content's rightholder.