t-bills Archives - Citizen Watch Report

Federal Reserve keeps buying T-bills while markets hit new highs week after week, holdings reached $438 billion on May 9 and passed the $325 billion 2020 levels.

May 11, 2026 9:48 am

They keep doing the same things hoping for a different result. Interesting how these big numbers keep showing up right when things look frothy. This pattern feels familiar, wonder how long it can go. The Federal Reserve is still buying T-Bills despite markets hitting new all-time-highs every week. Jerome Powell said he would only be …

Small caps and banks are getting crushed today. The big crash is 2026? $TLT calls is going vertical today, perfect time to exit T-bills and move into bonds?

January 7, 2026 6:55 pm

It smells like the start of something bigger in 2026. Small caps and banks are getting crushed today. Tech stocks used to be risk plays but since 2021 they are treated as "safe havens" from slowing economic growth. Even energy stocks are down. https://t.co/OhtzN2vUvE pic.twitter.com/KvUXSciETV — Financelot (@FinanceLancelot) January 7, 2026 The big crash is …

Trump-Bessent team is starving the long end T-bills flood the short end Fed under pressure Dollar down 10.4% Curve steepens Bessent: “I will do what the president wants”

July 1, 2025 10:24 am

The Trump-Bessent Treasury is not calling it yield curve control, but the structure is already in motion. No formal announcement. No coordination with the Fed. Just a sequence of moves that point in one direction. The long end of the curve is being starved. The short end is being flooded with T-bills. The Fed is …

The Plan to End the Fed’s interest payments on reserves will funnel trillions into T-Bills

June 27, 2025 12:50 pm

T-Bills are warning about troubles again, liquidity is starting to dry up

April 8, 2025 11:06 am

T-Bills are warning about troubles again ⚠️ Is the BOJ selling USD in the market again to buy back JPY after printing too many of them to once again save the sinking JPY carry trade ship or is Norinchukin in need of another shot of liquidity adrenaline to stay in business? https://t.co/ErG511e2zt pic.twitter.com/4VL4YLuso3 — JustDario …

Someone is getting force-liquidated on T-bills overnight, and all signs point to Japan.

March 28, 2025 4:16 pmMarch 28, 2025 9:21 am

The Nikkei is down over 2%, and an 80-basis-point spike in 2-month T-bills is no accident. That doesn’t just happen for no reason. This is the kind of spike that can only come from someone dumping billions of dollars, fast. Holy no…! https://t.co/FSwPRyh8wu — 문링 (@marrin_trading) March 28, 2025

T-bills are paying 5.5% risk free, meanwhile, stocks are yielding 1.5% with end of cycle risk.

October 5, 2023 7:41 pm

T-bills are paying 5.5% risk free, meanwhile, stocks are yielding 1.5% with end of cycle risk. Let's draw a picture to help bulls understand: pic.twitter.com/aqDLJiOEl2 — Mac10 (@SuburbanDrone) October 4, 2023 Yield Curve flattening – after inversions – is textbook #recession behavior. Today seems no exception! pic.twitter.com/NRGLvqBgWr — jeroen blokland (@jsblokland) October 5, 2023