Fed needs to make back almost 100 billion in profits before the Treasury receives any remittances again, which at this rate will probably never happen August 25, 2023 9:22 am
Whoever went short the 20+ year treasury might be about to cover a ~$800m position around the 28th August 21, 2023 9:41 pmAugust 21, 2023 8:25 pm
Treasury yields reach highest since 2007; Liquidity issues in Treasuries; Investors demand higher compensation for US government debts and elsewhere. August 21, 2023 3:37 pmAugust 21, 2023 2:51 pm
10-year Treasury yield briefly rose above 4.31%, the most since the 2007-2008 global financial crisis, and the 30-year rate at 12 years high August 17, 2023 3:49 pm
Global Treasury Yield Hits 15-Year High, Back To 2008 Despite No Change In Industrial Production (REAL 10Y Yield Now Highest Since 2009, Approaching 2%) August 17, 2023 3:06 pm
10-year Treasury yield rises due to stronger economic data, causing significant headwind for equities. De-risking signals across leading industries and sectors. August 14, 2023 11:48 am
Below are the groups/companies that paid Janet Yellen over $7m in speaking fees before her time at the Treasury. Notice anything peculiar? August 11, 2023 9:32 am
Recent intra-day reversals are due to institutional dumping of tech stocks, selling to retails. The weak 30 year treasury auction + Fed’s BTFP emergency lending window at a new all time high = We are in the final countdown. August 10, 2023 8:50 pm
Revere Repo Alert! Reverse repo counterparties list updated: Farm Credit Bank of Texas, Credit Suisse AG, New York Branch, and Schwab US Treasury Money Fund have been added to the list of reverse repo counterparties, effective August 8, 2023 August 8, 2023 3:32 pm
“Pain Trade” Points To A Steeper US Yield Curve As Fed Remittances To US Treasury Soar (The Cost Of Bidenomics’s BIG Policies) August 7, 2023 2:56 pm
Peter Schiff: 30-year Treasury yield rises, inflation expectations unanchored; Fed must act. August 3, 2023 10:01 pm
Treasury Alert! $1.859 trillion is what Treasury expects to borrow the rest of the year. For the 3rd quarter, Treasury expects to borrow $1.007 trillion in privately-held net marketable debt. For the 4th quarter Treasury expects to borrow $852 billion in privately-held net marketable debt. July 31, 2023 9:16 pm
The US national debt has increased by $1.8 trillion since the “debt ceiling crisis”. They did it in less than 2 months. At this rate, in 3 months, the debt will be 4 trillion. US Treasury is issuing $102B of long-duration bonds in the upcoming weeks. July 31, 2023 2:51 pm
Six banks submitted 170 suspicious activity reports to Treasury Department, alleging Biden family involvement in money laundering, human trafficking, and tax fraud. July 27, 2023 7:19 pm
