Germany BREAKS With USA FOREVER - Fed DEFIES Trump, Global Bonds COLLAPSE

YouTube · Watch/Read · (gathered 2026-10-18)

• This week’s global events—including Germany declaring an end to “unconditional friendship” with the US, the Fed defying Trump with a rate hike, and the Bank of Japan’s rate hike causing the yen to fall—are interconnected, signaling a structural geopolitical and monetary decoupling from the US, where “the political and the monetary are not parallel tracks; they’re the same track.”
• Germany’s Chancellor Friedrich Merz declared the era of unconditional transatlantic friendship “over,” following Canada’s acceptance as the EU’s first associate member, which Mark Carney framed as a “beacon for other democracies,” indicating a new political alliance driven by popular demand.
• The Bank of Japan is “trapped,” hiking rates to a 31-year high but seeing the yen weaken due to a split vote, signaling an inability to keep pace with the Fed. This risks accelerating import inflation and the disruptive unwind of the multi-hundred-billion-dollar “yen carry trade.”
• The bond market crisis is entering its next phase, with central banks now active participants. The US, with high debt and rising borrowing costs, faces a critical challenge as global capital reprices and allies adjust away from its perceived instability, raising questions about the dollar’s role in the global financial system.