A hub for independent voices and signals
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 …
.@PeterSchiff is spot on. Companies swapping productive investments for Bitcoin “treasuries” are playing ROULETTE. Bitcoin and Ethereum treasuries have NO business model because $BTC has NO FUNDAMENTAL VALUE.https://t.co/nNWUBdub7c — Steve Hanke (@steve_hanke) July 14, 2025
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 …
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 …
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 …
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 …
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 …
"#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 …
by confoundedinterest17 CC Rider! 30Y MBC Current Coupon (CC) spreads is widening. And metals are along for the ride! Gold and silver are soaring! What about Copper?
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) …
“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. …
With foreign central bank appetite for US Treasuries in retreat, what will replace the current system? I don't think anyone knows. The chart below suggests we go back to substantial central bank gold holdings. Maybe. IMHO, fragmentation and a broad …
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 …
🇨🇳🇺🇸 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 …
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 …
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 …
By shifting from U.S. Treasuries to #gold, #China is making what I think is a clear statement: it wants greater financial sovereignty and less exposure to Western economic leverage. h/t MonetaryCommentary
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, …
How is Bank of America feeling rn sitting on $500 billion or so of low yield Treasury bonds? That’s the rumored number. This article is dated but they have the most exposure of the big banks to this rise in …
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 …
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 …
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 …
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, …
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 …
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 …
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 …
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 …
This is how wars start between global powers. China has bought a lot of US debt in order to keep the US afloat and buying Chinese goods. Now that the US is past the point of no return and also …
