A hub for independent voices and hard truths
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 …
The United States Secretary of the Treasury Scott Bessent just ended his speech this morning saying, “We will take a close look at regulatory impediments to blockchain, stablecoins, and new payment systems” it's coming https://t.co/awcDefXSVh — Polly St. George (@FringeViews) …
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 …
As I warned earlier, the Treasury market is crashing. The yield on the 10-year just hit 4.5%, and the yield on the 30-year just hit 5%. Without an emergency rate cut tomorrow morning and the announcement of a massive QE …
“People are yet to understand that we have a macro hedge fund manager running the Treasury, not an ex-Central Banker. He deeply understands liquidity impacts and how to drive financial conditions to drive liquidity and how that in turn drives …
Japan just did what everyone knew was coming. They offloaded US Treasuries to keep the yen from spiraling. It was inevitable. The interest rate gap between Japan and the US made the yen untradeable, and Tokyo had no choice but …
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 …
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 …
Treasury Secretary Scott Bessent has pulled no punches in an unprecedented move, candidly stating that the resistance to Elon Musk’s DOGE in Washington is driven by vested interests. According to Bessent, lobbyists in D.C. don’t want to lose the tax …
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 …
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 …
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 …
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 …
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, …
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, …
by confoundedinterest17 Because they’re young. Bonds that is. Longer term bonds and notes are preferred by primary dealers over short-term Treasury bills. The US Treasury yield curve 10Y-2Y is finally positive after years of being negative. And the all important …
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 …
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 …
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 …
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 …
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 …
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
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 …
Listen to the full podcast here: https://podcasts.apple.com/us/podcast/scott-bessent… CEO Technician – X
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 …
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 …
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 …
by confoundedinterest17 Put it where you want it. Trump that is! The US Treasury yield curve (10Y-2Y CMT) went negative on April 1, 2024. And remains positive. The US Treasury 10Y-2Y CMT (constant maturity Treasury) peaked locally on March 29, 2024 …
