Independent thinking for complex markets and current events
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 implementing tariffs, the Chinese have given up that strategy and just want out of dollar …
Gold Miners Hit 12-Month Highs 🚨 pic.twitter.com/BwNkPODSXx — Barchart (@Barchart) May 11, 2024 Gold miners reach 12-month highs, marking the first instance in 45 years where gold has been less volatile than Treasuries, signaling a shift in perception of safety in the investment landscape. This development should set off alarm bells for investors accustomed to …
Are derivatives borrowed against U.S. Treasuries about the collapse the market? 🤨 https://t.co/scFmS1jZgN pic.twitter.com/QSoWS5dWWC — Financelot (@FinanceLancelot) April 29, 2024 BREAKING: Former surgeon general is sounding the alarm that the current situation with bird flu feels like 2020 all over again & warns the virus could jump to humans "any day now" 😉 https://t.co/QzR7Y0CRYk pic.twitter.com/YbrR8VQc4M …
by betsharks0 In this case, the interest rates on 10-year bonds higher than s&p It could suggest that people are becoming less worried about the immediate future compared to the long-term outlook. IN RECESSION Scenario: If the yield curve is normalizing during a recession, might be due to the belief that the worst of the …
NEW YORK (Reuters) – Foreign holdings of U.S. Treasuries surged to a record in February, its fifth straight monthly rise, Treasury Department data released on Wednesday showed. Holdings totaled $7.965 trillion, up from a revised $7.945 trillion in January. Treasuries owned by foreigners rose 8.7% from a year earlier. Holdings of Treasuries grew the most …
Linkhttps://t.co/NfB6cG2eI4 — QE Infinity (@StealthQE4) April 14, 2024 Yep and they still hold a lot of zero yielding treasuries. — QE Infinity (@StealthQE4) April 14, 2024
Authored by Charles Hugh-Smith via oftwominds, The expediencies and policy extremes have yet to be explored, much less exploited. Napoleon is reputed to have said, “Do you know what amazes me more than anything else? The impotence of force to organize anything.” This is the lament of someone holding the reins of power: that this earthly power …
by confoundedinterest17 The great Will Rogers once said he never met a man he didn’t like. US President Joe Biden and Democrats have never met a spending opportunity they didn’t like (except for US border security, of course). Under “Deficit Joe” Biden, Federal budget deficits have soared! And deficits are projected to grow! Over the …
A reminder that an unprecedented $8.2T of Treasuries will be maturing in 2024. More importantly: If yields continue to fall, given the recent criticism for not issuing enough long-term Treasuries at historically low interest rates, Janet Yellen might face significant political… pic.twitter.com/eudnTHfYTi — Otavio (Tavi) Costa (@TaviCosta) December 31, 2023 Currencies are the heartbeat of …
Financial markets are sounding the alarm bells as the M2 money supply experiences unprecedented levels of contraction. Notably, this is the first time in U.S. history that Treasuries have recorded three consecutive years of losses. The concern deepens with reports of a substantial rally in U.S. bonds last week, primarily driven by hedge funds that …
The decision to issue 2-year treasuries instead of 30-year bonds may not have been a mistake; it could be indicative of a forthcoming forced liquidation in the financial markets. Most of the global financial system and global banking system is insolvent already with losses on US Treasury bonds. The PPT & ESF are trying to …
Total US Debt just crossed $33 TRILLION China and Japan are dumping US treasuries at a record pace This won’t end well A thread 🧵 pic.twitter.com/CpJWfb2574 — Bravos Research (@bravosresearch) October 24, 2023 16/ Interestingly, this rise in insurance purchases coincides with an unprecedented selloff in US Treasury bonds US Treasury yields have also broken …
Great chart, Stephane!!! Liquidity squeeze in most important financial asset – US Treasuries – worsens. A major market accident becomes more and more likely – watch the Repo market!!! https://t.co/sC7am5uzdZ — 🏳️🌈 Patrick Krizan 🇺🇦 (@PatrickKrizan) October 23, 2023 If you're going to cause a crisis, now is the time to do it. https://t.co/hWhNv3iVMI — …
The Nasdaq’s return compared to US Treasuries is now at a record high, surpassing levels seen during previous bubbles and indicating a significant gap between equity and bond returns. So many unsustainable metrics out there right now. This also underscores the significant outperformance of the S&P 7 to the remainder of the index. Markets are …
Mortgage rates are now officially TRIPLE where they were just 2 years ago. However, the median sales price of a home continues to rise. Affordability is so bad that not even investors can afford to buy. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) October 17, 2023 US …
When was the last time 30 year U.S. treasuries went no bid two times in a row? — Financelot (@FinanceLancelot) October 12, 2023 Ahhh it was a terrible 30 year auction causing yields to jump. Apparently no one is buying anymore, warning that we're very close to the end for markets. https://t.co/TDdTFR5SHQ — Financelot (@FinanceLancelot) …
H/T: @TaviCosta — Barchart (@Barchart) October 10, 2023 Paul Tudor Jones: The U.S. Is Moving Towards an “Untenable Fiscal Position.” Favors Gold & Bitcoin Hedge fund magnate Paul Tudor Jones expressed concerns over increasing geopolitical risks and the U.S.’s rising debt, making stocks less appealing. Speaking on CNBC’s Squawk Box, he highlighted the precarious U.S. …
by Ainslie_Bullion In Aussie dollars, gold jumped nearly $50 on market open this morning off the back of the escalating war in Gaza. The USD also jumped but didn’t hold gold back as the go-to safe haven. This however isn’t the only break of traditional correlations as gold increasingly stamps its authority as the one …
Source: BlackRock 2023 global outlook Q4 update https://www.blackrock.com/us/individual/literature/whitepaper/bii-global-outlook-in-charts.pdf The S&P 500 earnings yield is a measure of how much income investors are receiving per dollar invested in the stock market. It is calculated by dividing the total earnings of the companies in the index by the price of the index. As you can see from the …
by j_stars Catch-up for junk bonds underway. Silver, gold will run as the bond market fire increases. Paper is burning. Both stocks and bonds.
by nationalcollapse At around 10:02 Eastern time, the yen reached 150 to the dollar – the highest since 1986: https://www.marketwatch.com/investing/currency/usdjpy?mod=home-page At the exact same time, yields on US 10-year treasuries spiked: https://www.marketwatch.com/investing/bond/tmubmusd10y?countrycode=bx&mod=home-page (Spiking yields mean someone sells off treasuries. They need to offer higher yields to get buyers) At 10:20, yen strengthens back to 148.5 …
The probability of another rate hike is deflating, especially for a November hike (green). Is this why yields are shooting higher? If the Fed is no longer going to be vigilant about fighting inflation, then US Treasuries are a sell. pic.twitter.com/bQianKo0Uh — Jim Bianco (@biancoresearch) September 27, 2023 Many do not understand the implications of …
Telegraphing a big move down in junk bonds (high yield) coming up. If there is a market panic, there may be a temporary spike in Treasuries. Junk bonds don’t do well during market panics. The S&P is heading below 3,000 Must…hold…this…line. pic.twitter.com/90lvi0FwFE — Mac10 (@SuburbanDrone) September 27, 2023 Complacency remains the order of the day. …
U.S. Treasuries are now more volatile than #gold for the first time in 45 years. — Mike Maharrey (@mmaharrey10th) September 21, 2023 The unraveling of the relationship between gold and real interest rates could be a paradigm shift for the precious metal
The big question is, who will buy our US Treasury debt in the coming years? When does the US economy break due to hire rates? 🔊… sound on Japan, China and Saudi Arabia are all selling. The Social Security and Medicare trust funds are all selling their US Treasury debt… https://t.co/d1ne3M2uWR — Wall Street Mav …
Treasury Yields Reach Highest Since 2007 Amid Elevated Rate Fears: Rising Real Yields Reflect Firmer Economy and Higher Deficits; 10-Year Yield Surpasses 4.34%, Marking Highest Level Since Financial Crisis The US bond-market selloff resumed Monday, driving 10-year yields to a 16-year high, as the persistently resilient economy has investors positioning for interest rates to remain …
Markets are RED https://finviz.com/futures.ashx Money-market funds are offering the highest yields since **2007** The yield on 100 of the largest mm funds recently hovered at 5.13%, highest in 16 years –Crane Datahttps://t.co/5pmUpnhAae @WSJmarkets pic.twitter.com/eTNjZdcaod — Gunjan Banerji (@GunjanJS) August 8, 2023 https://twitter.com/leadlagreport/status/1688894857132085248 Speculators are more short treasuries now than they ever have in history… at …
Guest Post by Nick Giambruno via internationalman.com In the age of fiat currency, the distinct concepts of saving and investing have become conflated and confused. Saving is producing more than you consume and then setting it the difference aside. Investing is allocating capital to a productive business to create more wealth. Investing has more risk—and …
by laflammaster American government and the fed both act like crackheads with money. They just can’t hold onto it.
Hedge funds are continuing to bet against short-dated Treasuries, extending their record selling streak as wagers mount that the Federal Reserve’s tightening cycle is far from over. https://t.co/98PnJfM6c7 pic.twitter.com/fFQVUQb7Hp — Mo Hossain (@MoHossain) June 12, 2023 🚩 Deutsche Bank expects an imminent default wave, with a peak in the fourth quarter of 2024. It forecasts …