treasury
THEY DID IT AGAIN! U.S. Treasury just bought back another $10 Billion of its own debt
BREAKING 🚨: United States Treasury THEY DID IT AGAIN! U.S. Treasury just bought back another $10 Billion of its own debt, matching the largest Treasury buyback in history (and that was from last week)! pic.twitter.com/15G6tNwBGr — Barchart (@Barchart) June 12, 2025 It's hard to say definitively if Treasury debt buybacks are "good" without more context. …
CMBS Office Serious Delinquencies At 10.59% As US Treasury Yield Curve Steepens
by confoundedinterest17 I’ll feel a whole lot better when CMBS office serious delinquenies get below 10%. But serious delinquencies on office space is currently at 10.59%. The US Treasury yield curve is steepening. Office delinquencies are likely to rise in Los Angeles as Governor Newsom sits on his greasy hands as LA burns.
Are US treasury yields topping 5% with $36 trillion debt about to trigger an economic shock?
In 2025, the yield on longer term US Treasuries briefly rose above 5%. That might not sound dramatic at first glance, but it carries major implications for the economy, the government, and financial markets. When the cost of borrowing for the US government reaches that level, it starts to squeeze the entire system. Right now, …
Treasury bond market value hits lowest level versus stocks in six decades signaling possible major market reversal
BREAKING 🚨: Bonds The market value of Treasury Bonds as a % of the market value of Stocks has fallen to its lowest level since the 1960s pic.twitter.com/5MM4RYIo7B — Barchart (@Barchart) June 9, 2025 ⁉️Does central bank liquidity matter for US stocks? Global central banks total assets on their balance sheets have declined over the …
Jamie Dimon says China ain’t scared of the U.S…. Treasury Secretary Scott Bessent says he disagrees
Jamie Dimon says China ain’t scared of the U.S. Treasury Secretary Scott Bessent says he disagrees pic.twitter.com/I1cxdLrj71 — Barchart (@Barchart) June 2, 2025
Trump stock dives 10% on $2.5B Bitcoin raise plan, markets cool on another Bitcoin treasury pivot
$DJT is down 10% on news it will raise $2.5 billion to buy Bitcoin. Maybe the markets don't have the appetite for yet another Bitcoin treasury company. Also, how can Trump's company front-run the Strategic Bitcoin Reserve, using taxpayers' dollars to pump up what he bought first? — Peter Schiff (@PeterSchiff) May 27, 2025 Trump …
Treasury auctions this week: 2, 5, and 7-year debt sales under market scrutiny amid inflation risks
The U.S. Treasury is set to auction 2-year, 5-year, and 7-year notes this week, drawing close attention from investors. Recent auctions have produced mixed results, with some maturities struggling to attract strong demand. This round of debt sales will signal whether investor confidence is holding steady or showing signs of strain. The previous 7-year auction …
Treasury Secretary Scott Bessent says they plan to reduce leverage requirements for banks this summer.
Treasury Secretary Scott Bessent says they plan to reduce leverage requirements for banks this summer. Reducing the Supplementary Leverage Ratio (SLR) would allow banks to hold less capital against low-risk assets like Treasuries and reserves pic.twitter.com/fM0e8S6wmL — Financelot (@FinanceLancelot) May 24, 2025
Bond shorts beware: fresh Treasury support could reverse you fast.
Keep an eye on this. SLR is the next stealth QE and Bessent is pushing hard for it. Be careful if you’re short bonds. This will be a fresh source of liquidity for treasuries. Great read: pic.twitter.com/wzwuLzOO11 — QE Infinity (@StealthQE4) May 24, 2025 Today, once again: USD is lower.Financial assets are lowerHard assets are …
‘Impossible to say’ how high Treasury yields could spike.
For Chris Metcalfe, chief investment officer at Kingswood Group’s IBOSS, an allocation to global emerging markets debt “makes absolute sense.” “Yes, US bonds have a more attractive starting yield than they had previously, but the reasons for that increasing yield remain and in the last few hours have become more acute,” he said. “The move …
Debt bomb explodes, home sales collapse, Treasury yields spike as spending bill passes
The House has narrowly passed a sweeping Republican-backed spending bill, marking one of the most significant fiscal moves in recent history. The legislation, championed by President Trump and Speaker Mike Johnson, extends the 2017 tax cuts, injects billions into defense and border security, and slashes funding for Medicaid and clean energy programs. The bill’s passage …
Treasury Secretary Bessent dismisses the US credit rating being downgraded: “I don’t put much credence in the Moody’s.”
🇺🇸Treasury Secretary Bessent dismisses the US credit rating being downgraded: "I don't put much credence in the Moody's." pic.twitter.com/KwhbDltf4U — Jesse Cohen (@JesseCohenInv) May 18, 2025 BESSENT, AFTER CALL WITH WALMART CEO: WALMART IS GOING TO 'EAT' SOME OF THE TARIFFS $WMT — The_Real_Fly (@The_Real_Fly) May 18, 2025 Bessent Interview Highlights This Morning: -Downplayed the …
Bank of America buried under $100B bond losses from 1% yield binge. $11.5T Treasury storm looms foreign buyers dump debt for gold
Bank of America’s sitting on $700B in bonds bought at 1% yields in 2020. Those bonds are down ~40%, hiding $100B in losses. Meanwhile, the Treasury needs to refinance $9T and issue $2.5T in new debt this year. Foreign buyers like China are dumping Treasuries for gold. If Trump disrupts this debt recycling, we’re staring …
$9T in refinancing clashes with weak savings and foreign Treasury dumping… So how do we refinance the debt now?
So how do we refinance the debt now? pic.twitter.com/XSeGui9ELI — Spencer Hakimian (@SpencerHakimian) May 13, 2025 The U.S. is on track to default on its debt within four years. We need to refinance $9T this year, plus $2-3T in new deficits, but domestic savings are only $5T. Foreign creditors like Japan, who we’re alienating with …
Treasury to post $260 billion April deficit while revenue stalls; Washington pivots from fiscal restraint to red ink expansion
So far the new admin has done little to reign in spending despite all the discussion about DOGE in the first few months. Not all that surprising given congress extended '25 spending at current law. pic.twitter.com/QRX5ejWpES — Bob Elliott (@BobEUnlimited) May 12, 2025 They promised discipline, then threw it out the window. While headlines screamed …
Long-term unemployment hits 1.67 million highest in 3 years.US Treasury yield curve steepens sharply signaling potential recession
🚨The US job market is deteriorating: Long-term unemployment hit 1.67 MILLION in April, the highest in 3 YEARS. The share of individuals unemployed for more than 27 weeks of total unemployment hit 23.5%, the highest in 3 years. This has never occurred outside of recessions. pic.twitter.com/wLh8mDxEDN — Global Markets Investor (@GlobalMktObserv) May 5, 2025 🚨 …
Why the US Treasury bond market is on the brink of total COLLAPSE.
Why the US Treasury bond market is on the brink of total COLLAPSE. pic.twitter.com/WlhPEVaXkf — Bravos Research (@bravosresearch) May 5, 2025 2/ The US Treasury bond market may be nearing total collapse This $27 trillion asset is nearly the size of the entire US economy If this market breaks down, the ripple effects across the …
TREASURY SECRETARY BESSENT JUST SAID: AS EARLY AS NEXT WEEK WE COULD SEE TRADE DEALS
BESSENT JUST NOW: – AS EARLY AS NEXT WEEK WE COULD SEE TRADE DEALS – I AM HIGHLY CONFIDENT THAT 17 TRADING PARTNERS EXCLUDING CHINA HAVE PRESENTED WITH VERY GOOD TRADE PROPOSALS – WE COULD SEE SUBSTANTIAL PROGRESS ON TRADE WITH CHINA IN COMING WEEKS — amit (@amitisinvesting) May 5, 2025 BESSENT JUST SAID: I …
Treasury Secretary Says Emergency Rate Cuts Needed NOW
BRIEF: Consumers are in deep trouble and cut is necessary ASAP. The Treasury Secretary spoke through the financial media to Jay Powell. He had a very simple message for the Fed Chair: pay attention to the 2s. And Ronald McDonald. It’s not just the Treasury market. If only that was the case, there is also …
DOGE Is Working! US Debt Funding Needs $2BN Less Than Treasury Forecast In February
by confoundedinterest17 DOGE is working: in Q1, US debt funding needs were $2BN less than the Treasury forecast in February, and in Q2 the Treasury is expected to need $53 billion less than it forecast 3 months ago. The result?
Good Ol’ Boys! Flows To Treasury Funds Soar, Fed Remittances To Treasury Hits A Quarter Of A Million Dollars
by confoundedinterest17 Washington DC is loaded with good ol’ boys. Willing to cut deals with anyone for a slice of financial pie. Like “10% For The Big Guy” Joe Biden. Money flowing into Treasury funds hit its highest since 2017, by far. And with the massive expansion of The Fed’s balance sheet with a) the financial crisis …
Warren Buffett is making $12.6B PER YEAR in interest from his treasury bills.
Warren Buffett is making $12,600,000,000 PER YEAR in interest from his treasury bills. Insane! pic.twitter.com/KHzd0BqmMh — Anthony Pompliano 🌪 (@APompliano) April 24, 2025
Treasury bond yields going higher, dollar going lower. We’ve never seen this before.
Treasury bond yields going higher, dollar going lower. We’ve never seen this before. byu/Boo_Randy_II inSilverDegenClub
Treasury secretary signals tariff de-escalation… US preparing to ease China trade tensions
BREAKING: TREASURY SECRETARY SCOTT BESSENT SAYS THE US SHOULD GET READY TO BRING DOWN TRADE TENSIONS WITH CHINA. – Speaking at a closed-door investor summit hosted by JPMorgan in Washington, D.C. – Bessent said the current tariff standoff with China is unsustainable and… pic.twitter.com/uYYe2B40dp — amit (@amitisinvesting) April 22, 2025
US Treasury 10Y-2Y Yield Curve Normalizes To Jan 2022 Levels, Adjustable Rate Mortgage (ARM) Share Back To Financial Crisis (2008) Levels
by confoundedinterest17 The good news? The US Treasury 10Y-2Y yield curve is normalizing to January 2022 levels. One the mortgage side, adjustable rate mortgage (ARM) share is the highest since the financial crisis (2008). As Trump continues to stand up for Americans and China (and Democrats) continues to fight, the S&P 500 index lags MSCI …
Fed refuses to help U.S. Treasury market.
The Federal Reserve is resisting pressure from the White House and Washington to spur big banks to buy more Treasury bonds, a reluctance that could further shake an unnerved market for US debt. Wild swings in Treasury prices forced President Donald Trump to reverse course on his sweeping tariffs, and investors remain spooked even after …
U.S. Treasury explores buybacks to ease market stress, TGA constraints and rising CDS spreads hint at deeper vulnerabilities
“What’s being proposed: The U.S. Treasury is floating the idea of buying back older debt securities. This is essentially a form of yield curve intervention a tool to inject liquidity, support market function, or steer duration risk away from the private sector. This is not QE in the traditional sense, as the Fed isn’t involved …
Wall Street’s high-leverage Treasury futures trade unravels, hedge funds facing massive margin calls…
$1 trillion hedge fund trade unravels, threatening middle class, small businesses, and retail investors… “Who’s paying attention to the MULTI-TRILLION DOLLAR hedge fund trade that is unraveling, and about to hammer the middle class, retail shareholders, and small businesses. Wall Street’s favorite high-leverage game — a complex Treasury futures arbitrage — is imploding. Hedge funds …
Citi downgrades U.S. equities to neutral. Dimon warns of unprecedented downturn. Bob Michele sees complete deleveraging pressuring treasury prices…
CITI CUTS U.S. EQUITIES TO NEUTRAL, WARNS ON TARIFF IMPACT Citi just downgraded U.S. equities to Neutral from Overweight, flagging recessionary earnings revisions, rich valuations, and trade risks. They now expect global EPS growth of just 4% in 2025—well below consensus—and see… — Wall St Engine (@wallstengine) April 14, 2025 WSJ: “This is different,” Dimon, …