S&P 500 futures fall nearly -100 points; Gold surges to a new all time high; U.S. 30-year treasury yields rise to 4.95%

BREAKING: S&P 500 futures fall nearly -100 points as the selloff from today’s session continues. pic.twitter.com/iz4auNYI5O — The Kobeissi Letter (@KobeissiLetter) April 11, 2025 BREAKING: Gold surges to a new all time high of $3,210/oz, now up over +90% since October 2022. pic.twitter.com/Hzcb2mch3B — The Kobeissi Letter (@KobeissiLetter) April 10, 2025 This is not a …

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TREASURY SEC: DELISTING CHINESE STOCKS FROM U.S. STOCK EXCHANGES IS AN OPTION

Bessent says that Trump is considering delisting all Chinese companies from the US stock market. 🚨🇺🇸TREASURY SEC: DELISTING CHINESE STOCKS FROM U.S. STOCK EXCHANGES IS AN OPTION Bessent just dropped a bombshell: delisting Chinese companies from U.S. stock exchanges is officially on the table. Source: Fox https://t.co/pXPU8lXXe9 pic.twitter.com/2qaz328uoF — Mario Nawfal (@MarioNawfal) April 9, 2025 …

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Treasury struggles to sell debt as global demand shifts to gold

The bond market just sent another chilling signal. The latest 7-year Treasury auction was a disaster, exposing the ugly reality of collapsing foreign demand for U.S. debt. The numbers don’t lie. The auction tailed for the first time since August 2024, with a high yield of 4.233%—a clear sign that investors are demanding higher returns …

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Bond market faces shock as tax revenue plunge forces Treasury into overdrive. Fed at crossroads: Bailout or higher rates…

A projected $500 billion drop in tax revenue means the government will have to sell even more bonds, adding pressure to an already strained market. With the deficit already at $1.8 trillion, this increases bond issuance by roughly 27%, pushing supply up while demand remains uncertain. That could send long-term interest rates higher, especially if …

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Finally, an adult in charge: Treasury signals end to Washington’s spending spree

Scott Bessent on CNBC: “The market and the economy have become hooked, become addicted, to excessive government spending and there’s going to be a detox period.” pic.twitter.com/jvWGeFQNCG — unusual_whales (@unusual_whales) March 16, 2025 You gotta love this guy. Finally we have an adult in the room as Treasury Secretary pic.twitter.com/S3Cfo9iQZo — QE Infinity (@StealthQE4) March …

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Treasury Secretary Bessent said the White House is focused on the ‘real economy’ and not concerned about ‘a little’ market volatility

Treasury Secretary Scott Bessent stated that the White House prioritizes the “real economy” over short-term market volatility. He downplayed concerns about economic fluctuations, dismissed fears of a major slowdown, and emphasized the transition from government-driven to private sector-led growth. His comments come amid rising U.S.-EU trade tensions and stock market declines. https://www.cnbc.com/amp/2025/03/13/treasury-secretary-bessent-said-the-white-house-is-focused-on-the-real-economy-and-not-concerned-about-a-little-market-volatility.html

Yellen’s Folly! Treasury Secretary Bessent Faces Refinancing Of $9 TRILLION+ In Treasury Debt In 2025 (Thanks Biden, Pelosi, Schumer)

by confoundedinterest17 Former Federal Reserve Chair and Biden’s Treasury Secretary Janet Yellen was so in on Biden’s failed economic spending spree that she caused a fiscal disaster by refinancing Federal debt at the short end of the Treasury curve. Leaving Trump’s Treasury Secretary Scott Bessent a real mess. As in $9.2 TRILLION. With interest rates …

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CFPB funnels corporate fines to left-wing groups, not U.S. Treasury. CFPB isn’t about consumer protection; it’s a slush fund for the left.

The more you dig into the Consumer Financial Protection Bureau (CFPB), the clearer it becomes: this was never about protecting consumers. It was about creating a slush fund for the left, a financial pipeline disguised as “oversight” that funneled money straight into the pockets of activist groups. Think about this: The CFPB collects fines from …

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So the media was wrong again — Scott Bessent just cleared the air, and now we know that two DOGE members are actual Treasury employees.

DOGE in the Treasury? Turns out, it’s not just a rumor. Scott Bessent just put an end to the media speculation, and the truth is even crazier—two DOGE members are actually Treasury employees. This isn’t some fringe conspiracy; it’s real, and it raises serious questions about what’s happening behind the scenes. Why are Treasury officials …

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Scott Bessent grants first interview as Treasury Secretary with Larry Kudlow… ‘Trump will not push Fed to lower rates.’

The Trump administration is more focused on keeping Treasury yields low rather than on what the Federal Reserve does, Treasury Secretary Scott Bessent said. While in the past President Donald Trump has implored the Fed to cut its benchmark rate, Bessent said Wednesday that the current strategy is using the levers of fiscal policy to …

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Bid up asset markets until they explode due to feedback through the economy. 30-year treasury real yields at 2008 levels, bond market worried beyond inflation.

This week (Wednesday morning) is CPI. Commodity prices back to 20 year highs. This is what I call Ponzi inflation. Bid up asset markets until they explode due to feedback through the economy. pic.twitter.com/VyscoXucnF — Mac10 (@SuburbanDrone) January 14, 2025 M2 money supply is a key indicator of liquidity It represents the total amount of …

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The 20-year Treasury Yield Topped 5% Wednesday For The First Time Since October 2023 -One of The Highest Yield Since 2007

by Ok_Significance_4008 A high 20-year Treasury yield of 5% can negatively impact the stock market in several ways: Increased borrowing costs: Higher yields make borrowing more expensive for companies, impacting their profitability and potentially slowing down economic growth. This can reduce investor confidence and negatively impact stock prices. Reduced attractiveness of stocks: When Treasury yields rise, they …

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Bond market is choking on $28 trillion in U.S. Treasury debt.

80% of all dollars in circulation have been printed since 2020 https://t.co/rajx6pSWIi pic.twitter.com/0oMIyveBwT — Inverse Cramer (@CramerTracker) January 8, 2025 (Bloomberg) — The 20-year Treasury bond offered a grim warning as a selloff fueled by inflationary angst gripped global debt markets: 5% yields are already here. The 20-year yield, a laggard on the US government …

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Treasury Secretary Janet Yellen Apologizes for Out-of-Control Debt

by Antonius Aquinas Outgoing Treasury Secretary Janet Yellen has apologized (sort of) for the Biden administration’s failure to reign in the U.S. financial house and presiding over an increase in trillions of dollars in debt for the nation. According to Tyler Durden, writing for Zero Hedge, Yellen said at a Wall Street Journal organized event in December: I …

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China’s economy slows as its 10-year bond yield halves since January, while U.S. treasury yields reach 7-month highs.

China’s $11 trillion government bond market has moved into uncharted territory. As their government rolls out widespread stimulus, yields are hitting record lows. The gap between yields in Japan and China are now at a record low of just ~70 basis points. China is in trouble. pic.twitter.com/j1vrmW6Hxe — The Kobeissi Letter (@KobeissiLetter) December 28, 2024 …

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10 Year minus 3 months Treasury has INVERTED!

https://fred.stlouisfed.org/seriesBeta/T10Y3M This has been right 100% of the time! For the first time in 2 years we have finally inversed meaning a market correction will be coming in the following months! Stay tuned 🙂 h/t stockmaste4r

OH SH*T: Is the Treasury Market Signaling a Financial Crisis?!

Update on T-bills. Last week’s wild auctions repeated this week, only with flipped maturities. Other related data confirm the sharp demand as well as dealer participation in it. We discuss the implications plus dig into the reason why collateral is so important to begin with, and also why we don’t know nearly enough about what’s …

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Trump Considers Kevin Warsh for Treasury Secretary then Fed Chair

by Mike Shedlock This strategy is a bit bizarre because Warsh is a free trade advocate. More 5D thinking? Please note Trump Considers Warsh Serving as Treasury Secretary. President-elect Donald Trump has floated selecting financier Kevin Warsh as his Treasury secretary with the understanding that he could later be nominated to lead the Federal Reserve when …

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FED LOSING CONTROL!? – They Don’t Know Why 10-Year Treasury Yield Is Rising

For the first time in 22 years, the 10-year Treasury yield has exceeded the S&P 500's earnings yield. The S&P 500 equity risk premium has also fallen to -0.44%, well below its long-term average. Over the last 5 years, the difference in yield has fallen by 5 percentage points… pic.twitter.com/hR5gSb35HH — The Kobeissi Letter (@KobeissiLetter) …

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UBS Sets $2,900/oz Gold Target, Advises Buying on Dips; Treasury Yields Climb Post-Trump Win, Experts Warn of Inflationary Pressures

Global investment bank UBS published a report Monday highlighting the enduring value of gold as a hedge, despite a recent pivot among speculators toward equities following the U.S. presidential election. While the market appears optimistic, UBS cautions that policy uncertainty under the new administration remains high. Noting that a downtrend in the U.S. dollar and …

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