treasuries

U.S. 20-year Treasuries down 38% since 2020. Largest collapse in a century, even Volcker era pales. The money supply just hit an all time high and we’re all talking about easing.

Are U.S. Treasuries finally as risky as stocks? First, what is a Treasury? When you buy a U.S. Treasury bond, you’re lending money to the government. They promise to pay you interest (called a coupon) and then return your money when the bond matures. Safe, right? Except prices can swing if yields change. — StockMarket.News …

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Fed reverse repo hits just $78 billion, liquidity dries up. Treasuries get ghosted, auction turns into dealer garage sale

The Fed’s Reverse Repo Facility balance fell to just $78.1 billion on August 7, 2025. This shows banks are pulling money out of the Fed, holding onto cash instead of lending or investing. “The Fed’s Reverse Repo Facility (RRP) balance dropped to just $78.1 billion on August 7, 2025.” https://fred.stlouisfed.org/series/RRPONTSYD Meanwhile, foreign buyers sold $78 …

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China is dumping U.S. Treasuries and buying gold at record levels.

For 20 years, China was one of largest foreign holder of U.S. Treasury debt. They recycled trade surpluses into U.S. bonds, helping America borrow cheaply while keeping the yuan weak. It was a codependent financial marriage. But now? China is walking away. — StockMarket.News (@_Investinq) June 26, 2025 Gold is now China’s fastest-growing reserve asset …

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Major drop in buying US treasuries by Japan

Japan’s foreign bond investment for the week ending June 21 came in at 615.5 billion yen. That’s not a typo. The previous week’s figure was 1.57 trillion. The falloff is sharp. It’s measurable. And it’s raising questions inside Tokyo’s finance ministry. This isn’t a seasonal dip. It’s a 60% week-over-week plunge in outbound capital flow. …

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Congress spending out of control while Fed loses grip on rates and buyers demand over 4.5% for treasuries, fueling fresh calls to End the Fed

Dose of reality: Congress is spending, printing, and borrowing so much that the Fed has lost its ability to “set rates.” Banks and foreign governments who buy our 10 year U.S. treasuries are demanding more than 4.5% return. BBB makes it worse. Would be a great time to #EndTheFed pic.twitter.com/5G8ZUIsn6d — Thomas Massie (@RepThomasMassie) June …

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USD and Treasuries are no longer the safe havens they once were. Bitcoin sinks fast in real world crisis

Spike in rates at the open 🤔 Would have expected the opposite. Treasuries aren’t the “safe haven” that they used to be. pic.twitter.com/xDfTOaK8I4 — QE Infinity (@StealthQE4) June 13, 2025 The Dollar being down is really the most shocking PX from tonight. We really aren’t a safe haven anymore. We are a joke. Sad. pic.twitter.com/RUpV42F35g …

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Hong Kong pensions plan to cut U.S. Treasuries if AAA rating is lost. $210 billion fund system faces forced selling.

Hong Kong’s pension funds are preparing to slash their holdings of U.S. Treasuries if Washington loses its last remaining AAA credit rating. The move, driven by strict local regulations, could trigger a wave of forced selling, adding pressure to an already fragile bond market. The city’s HK$1.3 trillion ($210 billion) Mandatory Provident Fund system operates …

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“#Nobody wants to buy #US #treasuries.” Sure thing bucko.

"#Nobody wants to buy #US #treasuries."Sure thing bucko. pic.twitter.com/m1bcYQ66Pv — Lance Roberts (@LanceRoberts) June 6, 2025 Fun fact: Yesterday BOE lent ~68bn GBP, a new ATH ⚠️ , through its ST-OMO “temporary” facility and “magically” yields across the board cooled off a little more on the back of the tailwind of BOJ manoeuvres Narrator: brrrrrrrr …

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38% of the U.S. debt maturity needs to be rolled over into long-term Treasuries by 2026… Ray Dalio says “You need to pay attention to the bond markets.”

38% of the U.S. debt maturity needs to be rolled over into long-term Treasuries by 2026. https://t.co/g0CDnPkX8C pic.twitter.com/8svxKOA1MH — Financelot (@FinanceLancelot) May 26, 2025 Ray Dalio says "You need to pay attention to the bond markets." pic.twitter.com/kPUHl6vUsf — unusual_whales (@unusual_whales) May 26, 2025 Is that safe? https://t.co/PL8A1m6If2 — Jan Nieuwenhuijs (@JanGold_) May 26, 2025 (1/2) …

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Foreigners dump Treasuries dollar privilege fading fast. Asian savers retreat decades of US borrowing unravel

“For decades, the Japanese and Chinese produced more than they consumed and saved the difference. A part of those savings got invested in US treasuries, which meant the US govt could spend more than it earned and borrow the difference. The more Asian savings grew, the more US borrowing surged. Western economists understood this mechanism, …

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IMF says tariff revenue will reduce U.S. deficit from $2.6 trillion to $2.3 trillion — We need spending cuts, congress. Notice the final paragraph, bond market vigilantes will punish U.S. Treasuries.

The IMF projects the overall U.S. federal deficit will dip to 6.5% of gross domestic product this year, down from 7.3% in 2024 The multinational fund cited increased tariff revenues for the decline The IMF highlighted uncertainty surrounding the rollout of higher tariffs and potential revenue increases The International Monetary Fund forecasts U.S. tariffs will …

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China dumps Treasuries in dead of night. Yields surge while Wall Street sleeps. Beijing unloads $500B in quiet retaliation

🇨🇳🇺🇸 CHINA’S MIDNIGHT MOVE: DUMPING U.S. DEBT WHILE WALL STREET SLEEPS? While Americans were dreaming of rate cuts, China may have been busy sending U.S. bond yields through the roof. Treasury spikes overnight—while Beijing’s open and Wall Street’s out cold—hint that China’s… https://t.co/AsfxvRMGwD pic.twitter.com/WOSSRYrPwY — Mario Nawfal (@MarioNawfal) April 15, 2025

The inflation-adjusted yield on 30-year Treasuries hit the highest level since 2008 last week, at 2.7%.

The inflation-adjusted yield on 30-year Treasuries hit the highest level since 2008 last week, at 2.7%. pic.twitter.com/gDjLYv7RNh — Lisa Abramowicz (@lisaabramowicz1) April 13, 2025 the dollar is fine they said.. yeah investors keep dumping debt and the dollar like a 3rd world country. pic.twitter.com/4odlHpSQBz — Alessio (@AlessioTMAD) April 14, 2025

U.S. Treasuries now have competition.

In the first rush for investment safe havens in years, US Treasury bonds are facing serious competition as a destination for global funds. Yields on the benchmark 10-year Treasury have tumbled about 40 basis points this year, briefly pushed below 4% Monday by President Donald Trump’s barrage of tariffs that economists say raise the risk …

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Bitcoin, tied to USD and U.S. Treasuries, now props up the system it opposed. Coinbase controls Ethereum more than Bitcoin through ETFs

The fact that Trump threatens competition to the USD, but then embraces Bitcoin, should tell you a lot about how much of a threat Bitcoin is to the U.S. Dollar. — Peter Spina ⚒ GoldSeek | SilverSeek (@goldseek) December 19, 2024 Bitcoiners sure went from #Bitcoin will end the dollar to #Bitcoin is needed to …

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Peter Schiff’s grand idea: Sell off $2.7 trillion in Treasuries, buy Bitcoin, and voila, Social Security fixed. [Sarcasm]

I’m finally coming around. #Bitcoin fixes Social Security. I’ve got the plan: The Social Security Trust Fund now owns about $2.7 trillion in Treasuries. It should sell all of those Treasuries and buy Bitcoin. This buying will surely send Bitcoin to the moon, especially since a new QE program will be required to buy all …

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The yield curve continues to steepen. Yields on 10-year Treasuries are the highest vs 2-year yields going back to 2022.

10-year Treasury yields being the highest relative to 2-year yields since 2022 indicates a widening gap. This is typically seen as a signal of improving economic conditions or inflationary pressures in the long term, as investors demand higher returns for holding longer-term bonds. Conversely, it can also suggest that the market expects economic challenges ahead, …

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The largest gap we’ve ever seen in Corporate Bonds vs 20yr Treasuries. What could go wrong…

The largest gap we've ever seen in Corporate Bonds vs 20yr Treasuries. What could go wrong… https://t.co/YPzmmJ8EXB pic.twitter.com/xUZKPGBNsS — Financelot (@FinanceLancelot) September 12, 2024 Here’s currently an unusually large gap between corporate bond yields and 20-year Treasury yields. This situation is quite rare and typically signals heightened market stress or uncertainty. Implications: Increased Risk Perception: …

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U.S. Treasuries not the safe bet they once were.

JACKSON HOLE, Wyoming (Reuters) -No safer than a bund. Or a gilt. Or an OAT. Long touted as hands-down the world’s “safe haven” securities, the behavior of U.S. Treasuries during and after the COVID-19 pandemic calls that label into question, suggesting they are little different from the debt issued by the likes of Germany, Britain, …

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Is The World Souring On US Treasuries And The Fed? Biden/Congress Out Of Control Spending Is A Disaster (UNFUNDED Entitlements Promised By Federal Government Larger Than Total National Assets!)

by confoundedinterest17 Here is a chart of Non-commerciak net positions for US Treasuries, currently showing more bailing out of Treasury positions. Has the world sours on DC’s fiscal train wreck and The Fed? Of course, budget deficits are a disaster with Biden/Congress spending like drunken sailors in port and showing no signs of letting up. …

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Could be a domino: Japan Banking Giant Norinchukin To Liquidate $63 Billion In Treasuries & European Bonds

Last October, when the wounds from the March 2023 bank failures – which surpassed the global financial crisis in total assets and which sparked the latest Fed intervention, setting the market’s nadir over the past 16 months – were still fresh, we made a non-consensus prediction: we said that since the Fed has once again backstopped the US financial …

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China’s Historic Dump of $53 Billion US Treasuries is Unprecedented Blow to US Economy

Tensions between China and the United States have been escalating for years, fueled by economic competition, geopolitical disputes, and a series of diplomatic confrontations. Recently, China has taken a significant step that further complicates this fraught relationship by cutting ties with a record number of US treasuries and agency debt bonds worth $53.3 billion. This …

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US government interest payment has virtually been a straight line up since 2020. The recent Chinese of US Treasuries might be one of the first signs of a major fiscal crisis in the US.

US government interest payment has virtually been a straight line up since 2020 Despite crossing $1 TRILLION, this debt crisis keeps getting worse pic.twitter.com/YE8v8uLZHG — Bravos Research (@bravosresearch) May 18, 2024 2/ What matters here is not overall US government debt but rather the balance of payments. If a country runs a trade deficit this …

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