🚨BREAKING: Short-Term Yield 📈: Financial Stress?
A sharp 📈 in 3& 6-month yields signal financial strains, similar to the 2019 repo crisis causes:
•Liquidity Strains: Banks/hedge funds may face overnight funding pressures
•Hedge Fund Stress: Losses or
margin calls driving pic.twitter.com/HvkMtQ7zzE— The Coastal Journal (@1CoastalJournal) April 1, 2025
Why are the 3 and 6 month UST bills collapsing?
— Endless Capit🅰️l (@endless_frank) April 1, 2025
Is a US credit event on its way?
The North American High Yield Credit Default Swap Index has surged 377 points, the highest since the August 2024 sell-off, per ZeroHedge.
This index tracks the 100 most liquid North American companies with high-yield credit ratings.
The North… https://t.co/YBJcjwtd5T pic.twitter.com/rKBtug9jgB
— The Kobeissi Letter (@KobeissiLetter) March 31, 2025
BREAKING: 3 and 6 months TBills jump 50bp and 64bp respectively currently during Japan trading hours 👀
Only the BOJ and few others like Japan Post Bank or Norinchukin can move the bills market so much – My bet is on Norinchukin that was due to raise capital by 31 March Eod https://t.co/KTVeSjVPyK pic.twitter.com/hfpFtpwj3H
— JustDario 🏊♂️ (@DarioCpx) April 1, 2025
To all the people in Europe waking up and seeing these rates as “normal” here is what happened overnight (like it or not)
You could see by yourself clicking into the specific 3M or 6M yield chart page for more details https://t.co/z2t1K1gOOS pic.twitter.com/G0aRgljlGP
— JustDario 🏊♂️ (@DarioCpx) April 1, 2025
Who just blew up in Japan?! pic.twitter.com/jDV8NTtJMW
— Peruvian Bull (@peruvian_bull) April 1, 2025
Deleveraging event vibes:
. Tide going out on bonds
. Reverse repo facility hits 400 billion
. General treasury account plummets to 52-week lows.
. Gold exploding.
. Major Bourses exhibiting ominous patterns across the board, major trendline breaches.
. Junk bond yields at…— The Great Martis (@great_martis) April 1, 2025
Treasury Secretary Scott Bessent: "Long-term interest rates must come down."
Why: pic.twitter.com/BgI0Q8jQLC
— James Lavish (@jameslavish) March 31, 2025
Treasury cash is over $300 billion again and won't go to zero in Apr w/ all the additional Tax Day revenue pouring in; that'll buy us at least a couple months – question is: can Congress get its act together by then? pic.twitter.com/LnGUelLpHU
— E.J. Antoni, Ph.D. (@RealEJAntoni) March 31, 2025