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
treasuries
World money trust cracks: Central banks grab gold fast, US Treasuries slip to second
🌎 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, and the reshaping of the global monetary system. For decades, US Treasuries were the reserve …
Stock Crash Signal Just Repeated for the 6th Time Since 1984 and Foreigners Dumping Treasuries to Make It Worse
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 $265B since March on the Iran oil chaos. BofA straight up calling SPX overcrowded as …
First the Chinese now the Turks… The global dumping of US Treasuries has started.
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 $1.8 billion, according to US Treasury data. The selloff came as Ankara moved to support …
Inflation now forecasted to hit 5%. Mortgages, credit cards, auto loans and business borrowing costs are all about to get even more expensive.
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 🔥 We’re going much higher 🔥🔥🔥 https://t.co/QOecLbynC9 — QE Infinity (@StealthQE4) May 18, 2026 🚨 …
Sitting president buys PLTR, HOOD, NVDA, and SOFI while running the White House. Thousands of trades, no more hiding in index funds or Treasuries.
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 full stock picker. Ethics office gets the receipts on president loading up on tech and …
Foreign Private Investors now own more U.S. Treasuries than Foreign Central Banks for the first time in history
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, UK +$17B, stacking hard. China barely touched theirs. The world’s still obsessed with American debt. …
Jim Cramer: The reluctance to sell anything, S&P futures, treasuries, for fear of missing the next move up is quite astonishing
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. the reluctance to sell anything, S&P futures, treasuries, for fear of missing the next move …
While no one was looking China has DUMPED U.S. treasuries to levels not seen since the 2008 financial crisis.
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 the lifeblood of the NEW system… Gold. pic.twitter.com/kT3jjQdYOt — ADAM (@AdameMedia) April 6, 2026 💥💥💥 …
Foreign central banks sell Treasuries. Chinese govt bonds emerge as lone haven.
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 in the wake of the Iran war. The value of Treasuries held in custody at …
Gold long-term structure suggests much higher levels ahead. China has hedged. China’s holdings of US Treasuries have continued to fall.
#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 government, China’s share of total UST holdings has dropped even more — to 7%, a …
Gap Between 2s And 10s Treasuries Now Widest Since Early 2022 (Recession Coming Despite 3.7% Real GDP Growth?)
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 forward looking measure.
Trump cheers the S&P 500 at all-time highs in dollars while the index priced in gold hits a 10-year support line. Warren Buffett fears currency debasement while sitting on $330 billion in Treasuries.
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 going up… it's free falling. We just broke a 10-year support line and the US …
Burry warns Japan may stop being the quiet source of global funding. If Japan stops buying Treasuries, the Fed has to backstop everything. Dollar tumbles.
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 for decades. When your home yields are pinned near zero, you have to go abroad. …
Japan is now actively intervening in the FX market, selling Treasuries and flooding currency markets to support the yen.
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) January 23, 2026 BOOM! Bank of Japan intervention ⚡ USDJPY goes Ooppsie.. How much money …
Japan just warned it could dump $1.2 trillion in Treasuries. At least three banks are calling this morning for immediate YCC in Japan. Japan calls (surprise) snap election.
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 this morning calling for immediate YCC in Japan. Back to square zero — zerohedge (@zerohedge) …
Guys – NO ONE wants to hold debt right now. Not mortgages, not governmental. China is still DUMPING US Treasuries. Food inflation remains far too high.
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 money as central banks obliterate currency value with excessive deficit spending, there is very little …
Fed set to buy $55B in Treasuries over 4 weeks
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 rounds were far larger (e.g., QE1: $1.25T). The claim is partially accurate but overstates the …
Central banks are hoarding gold at record levels and quietly overtaking US Treasuries
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) December 29, 2025 Global central banks are now holding more gold than US Treasuries. For …
10-Year Treasuries suffered their largest delivery fail rate in 8 years
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 during the week ending December 10. This is the highest level of delivery fails since …
European officials threaten to dump U.S. treasuries if Trump makes a Ukraine deal without European allies… They are bluffing?
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 deal regarding Ukraine without consulting America”s allies. This consideration has been described as the “nuclear …
JPMorgan will let clients post Bitcoin and Ethereum as loan collateral by year-end 2025 right as the banking sector buckles under bad loans and fraud fears
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 system that comes at a moment when the financial foundation beneath that system is starting …
Japan and China’s falling share of foreign holdings in US treasuries… The world is clearly splitting into two blocs — one anchored to the USD, the other gravitating toward gold-backed currency.
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 — Macro Liquidity by Sunil Reddy (@Macrobysunil) October 23, 2025 The world is clearly splitting into …
Central Banks Hoard Gold, Shed U.S. Treasuries
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 of these analysts attribute the shedding of central bank holdings of U.S. treasuries and other …
Gold just made its 38th all time high of 2025; China just ditched treasuries and is hoarding metals like there’s no tomorrow
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 — Jacob King (@JacobKinge) September 30, 2025
Foreigners Buying RECORD Amounts of Treasuries (Something Big is Happening)
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 (small “e”). We keep more evidence and data showing what those really are, and foreigners …
Foreign-owned U.S. Treasuries held by Fed fall below 2020 crash levels, liquidity alarm flashing
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 2020 crash. Remember: the Fed has only one “tool” in its “tool chest”: Money Printer …
Goldman says gold could hit 5000 an ounce if just 1 percent of US treasuries shift, investors question dollar and debt stability.
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 financial system is teetering on the edge and a crisis could ignite at any moment. …
Foreign governments now hold more gold than U.S. Treasuries, a clear sign the financial order is turning against America.
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. debt keeps falling, interest rates will spike, deficits will explode, and the dollar’s role as …