US Treasuries now yield the most versus stocks since 2003
Bonds finally look like a real alternative after years of equity dominance. Here's another look up to date: pic.twitter.com/Q8eG4LlyIS — Lisa Abramowicz (@lisaabramowicz1) June 11, 2026
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Bonds finally look like a real alternative after years of equity dominance. Here's another look up to date: pic.twitter.com/Q8eG4LlyIS — Lisa Abramowicz (@lisaabramowicz1) June 11, 2026
🌎 Gold has just overtaken US Treasuries as the main reserve asset held by central banks according to the ECB – FT 🚨 📈 This is a very important signal as it is above all a story about trust, sovereignty, …
Yields spiking exactly like right before 1987, 2000, 2008. 30-year sitting at 5.20%, same spot as 2007 pre-GFC. Buffett Indicator screaming at 234% of GDP, more than double 2008 levels. Foreign custody holdings crashed to $2.68T, lowest since 2012, down …
Wow first the Chinese now the Turks https://t.co/pOLGYRsk70 — Nicholas Mugalli (@RealNickMugalli) May 21, 2026 TURKEY DUMPS US TREASURIES TO DEFEND LIRA Turkey sold nearly all of its US Treasury holdings in March, cutting them from $16 billion to just …
US Treasuries dump hard, yields smash 2007 highs and climb toward 5 percent… Bond vigilantes force inflation forecast straight to 5 percent nightmare… Fed cornered into July rate hike or lose total control of the debt disaster… Just getting started …
Trump drops 100 page ethics bomb, reveals he’s actively trading stocks like a hedge fund. Sitting president buys PLTR, HOOD, NVDA, SOFI while running the White House. Thousands of trades, no more hiding in index funds or treasuries, Trump goes …
Foreign Private Investors now own more U.S. Treasuries than Foreign Central Banks for the first time in history byu/RobertBartus inEconomyCharts 🇺🇸 Foreigners dumped ANOTHER $200 BILLION into U.S. Treasuries in February, a new ALL-TIME RECORD at $9.49 TRILLION Japan +$14B, …
Cramer calls the no-sell fear astonishing like it is some weird new phenomenon. Every melt-up phase has the exact same crowd refusing to take profits because FOMO hits harder than any chart warning. Nothing changes except the excuses get dumber. …
NEW WOLRD ORDER 🇨🇳 🇺🇸 While no one was looking China has DUMPED U.S. treasuries to levels not seen since the 2008 financial crisis. They’ve HALVED their holdings from $1.3T to $650B. At the same time they have been super-accumulating …
Foreign central banks sell Treasuries Foreign central banks have slashed their holdings of Treasuries at the New York Federal Reserve to the lowest level since 2012, as countries sell the US government bonds to prop up their economies and currencies …
#Gold long-term structure suggests much higher levels ahead. pic.twitter.com/AXOuccKD7f — Gold Predictors (@GoldPredictors) February 16, 2026 As illustrated in these MacroMicro charts, China’s holdings of US Treasuries have continued to fall.Given the steady issuance of new securities by the US …
via confoundedinterest17 The gap between 2s and 10s Treasuies is now the widest it’s been since early 2022. According to the Atlanta Fed GDP Now report, the current real GDP growth rate is 3.7%. But the yield curve is a …
All-time highs in dollars just expose how fast the currency is collapsing. Trump just celebrated the S&P 500 hitting an all-time high. But look at the chart below. This is the S&P 500 priced in Gold (Real Money). It isn't …
Burry’s “Repatriation Pending” Is A Warning Label Burry’s post is basically stitching together one idea..Japan is no longer the quiet, suppressed corner of global rates, and that matters because Japan has been one of the world’s biggest exporters of capital …
It looks like the Japanese government just pulled the trigger and is now actively intervening in the FX market selling Treasuries to fetch USD they then dump to buy and strengthen the JPY 👀🚨 https://t.co/3M4VLLU0gg pic.twitter.com/Sdx5R1z2Zo — JustDario 🏊♂️ (@DarioCpx) …
Japan is losing control of its bond market and is threatening to dump $1.2 trillion in U.S. Treasuries that risks unwinding the Yen carry trade which could erase the last two years of stock gains overnight. At least three banks …
Guys – NO ONE wants to hold debt right now. Not mortgages, not governmental. Bond buyers earn their paychecks over time from interest payments. Risk of default is part of it, but when you factor in the time value of …
Source: FED – Treasury Securities Operational Details pic.twitter.com/5GeJMLE24D — Wimar.X (@DefiWimar) January 16, 2026 The New York Fed plans Treasury purchases totaling over $55B from Jan 15 to Feb 12, 2026, for reinvestment and reserve management—not officially QE. Past QE …
If central banks prefer gold over Treasuries, what does that mean for the US? 🚨 Central Banks Keep Accumulating Gold! Foreign Central Banks now own more gold than US Treasuries! Are they sending a message? pic.twitter.com/a9xNHyDbGB — BraVoCycles Newsletter (@BraVoCycles) …
BREAKING 🚨: U.S. Treasury Market 10-Year Treasuries suffered their largest delivery fail rate in 8 years 🤯📉 pic.twitter.com/xph8wivnfc — Barchart (@Barchart) December 28, 2025 $30.5 billion worth of trades in the most recently issued 10‑year Treasury note failed to settle …
European officials weigh the “nuclear option” of selling U.S. Treasuries if Trump negotiates a Ukraine deal unilaterally. Discover the implications for allied relations. European officials are contemplating the possibility of selling U.S. Treasuries if former President Donald Trump negotiates a …
Wall Street’s most powerful bank is walking a tightrope between innovation and instability.By the end of 2025, JPMorgan plans to let institutional clients use Bitcoin and Ethereum as collateral for loans—a radical integration of crypto assets into the traditional credit …
Yes ,and the trend goes even deeper.As Japan and China reduce their U.S. Treasury exposure,their reserves are quietly re-anchoring elsewhere.The correlation between Treasuries and global reserves has broken,flows are now moving through Chinese bonds and ultimately into Gold,… pic.twitter.com/0wwRIOnF8P — …
via antoniusaquinas A lot has been made by gold-money bugs about the roles that central banks have played in the run-up in the gold price that accounts for a 38% increase in the yellow metal’s price this year alone. Some …
Gold frenzy explodes in 2025 with 38 record highs, 43% gains, and Fed cutting rates while inflation roars. BREAKING: For the first time in nearly 30 years, foreign central banks hold more gold than U.S. Treasuries. It’s happening… pic.twitter.com/lgSS7T82sZ — …
Foreigners continue their epic buying binge in USTs and US$ assets, totally defying the narrative everyone around the world is ditching America. Despite the intent of so many to make this political, there is nothing political about this, purely economics …
This is a shocking chart. It’s foreign owned U.S. Treasuries held by the Federal Reserve. Every drop has been a liquidity crisis. When foreign governments or banks need Dollars the Treasuries exit. It’s now lower than the depths of the …
Global confidence in the dollar is already fragile. Any serious move into gold signals that investors no longer trust Washington to manage debt or preserve purchasing power. This is more than a market event. It is a warning that the …
When foreign governments choose gold over Treasuries, it means they no longer trust Washington to protect the value of their reserves. This is the clearest sign yet that the post–World War II financial order is cracking. If demand for U.S. …