Either this is going to be the largest short squeeze we've ever seen or most of the institutions that sold these credit default swaps are going under when people seek payment. https://t.co/qvkqEwle2f — Financelot (@FinanceLancelot) May 20, 2023 The above …
by Michael We are closer to a war with China than most people realize. Right now, U.S. officials in Washington are deeply concerned that the Chinese may impose a full-blown blockade on Taiwan as the first step in a “reunification” …
by laflammaster New ATL for 10Y and 3Mo treasury yield spread This is the 10Y yield – 3mo yield. A typical indicator of a looming recession when it’s below 0 for more than 10 days. It’s at -1.5%. US Treasury …
by confoundedinterest17 Apparently, foreign Central Banks have lost faith in Biden and The Federal Reserve. Foreign Central Banks are selling US Treasuries. Other than The Fed, Japan and China are the two largest holders of US Treasuries. And they are bailing. Wake Biden …
by Howell–Jolly Duration of 25 means if ~30 yield treasury yields go from 3.8% to 1.8%, this ETF would be up >50% I anticipate that in the near future there might be more significant bankruptcies and hence a panic in …
The yield for short duration 3 month US Treasury notes are higher than the 10 year yield, and are the highest they have been, meaning continued yield curve inversion. Yield curve inversion is touted as a preceding indicator for economic …
by laflammaster The two-year Treasury yield is on track for its biggest three-day decline since **October 1987**– according to Dow Jones Market Data pic.twitter.com/ST2VmbOp5K — Gunjan Banerji (@GunjanJS) March 13, 2023 The Fed pivot is back https://t.co/XFPXNhZL9E — Gunjan Banerji …
https://twitter.com/WallStreetSilv/status/1595779280679489538
h/t Infamous_Sympathy_91
h/t GlassHouse_101
by silvertomars Morgan Stanley outlines some potential buyers… replacing the top 3 will clearly be a tall order likely requiring much higher interest rates… Good luck with that. It’s no wonder Yellen is shitting her pants now. She needs to …
(Bloomberg) — Everywhere you turn, the biggest players in the $23.7 trillion US Treasuries market are in retreat. From Japanese pensions and life insurers to foreign governments and US commercial banks, where once they were lining up to get their …
by laflammaster They announced in May that they were going to sell 30B worth of T-bonds, as well as 17.5B worth of MBS, EACH MONTH in June, July & August, and are supposed to sell 60B of T-bonds & 35B of …
by laflammaster The 10Y2Y maturity curve is flashing red, e.g. just like it did proceeding the 2000/2001 and 2007/2008 market crashes.
by silvertomars Fed is doing QT… and US budget deficit is $1 trillion… how high do US rates need to go to find buyers with CPI 8.3%…? China US Treasury Holdings Fall 9% In 2022: Is Beijing Getting Wary Of …
by Boo_Randy Investors may be hoping for a ‘Fed pause’ to save them from higher interest rates, but that would be a big policy mistake, Mohamed El-Erian says
h/t BoatSurfer600
by Chris Kimble It’s been a crazy last couple of years. And that is probably an understatement. And 2022 is off to a similar start with supply disruptions, surging inflation, and war overseas. Needless to say, stocks are trading lower …
by confoundedinterest17 Numerous elites like Klaus Schwab of The World Economic Forum (and Davos fame) are calling for a “Great Reset” in global economies. But perhaps “The Great Reset” in taking place in asset markets … and not in a good way. Consider …
by confoundedinterest17 Its Thanksgiving in the USA! Confession: I don’t like turkey. Prime rib with horseradish sauce? You bet!! Anyway, Treasuries ended mixed Wednesday with the yield curve sharply flatter after a raft of U.S. economic data and minutes of …
Consumer sentiment further imploded in the latest survey. Compliments of panic buying:https://t.co/8GjOzEM5p2 "Rising prices for homes, vehicles, and durables were reported more frequently than any other time in more than half a century" pic.twitter.com/yNeIhInEOP — Mac10 (@SuburbanDrone) November 12, 2021 …
US Treasuries are telling us it’s a W-shaped economy @colbyLsmith @kateduguid @rbrtrmstrng https://t.co/wcJgrtAiD2 …contact act@liquidity.com for data and reports ? — CrossBorder Capital/ GLIndexes (@crossbordercap) August 4, 2021 Something going on here? Daily #European economic surprise data far weaker than …
It’s Official US hedge funds dumping $100 bln of US treasuries pic.twitter.com/OvZ0LEXgEh — Willem Middelkoop (@wmiddelkoop) April 16, 2021
by UPFINA In the past few months many have said the treasury market was oversold. That was irrelevant because the long bond yield had a fundamental reason for increasing. Imagine if a stock gets a buyout offer and it spikes. No …
Mar.16 — Bill Gross, co-founder of Pacific Investment Management Co. (Pimco), says rising inflation will cause the Federal Reserve to reconsider their current policy stance. He speaks with Bloomberg’s Erik Schatzker on “Bloomberg Markets: The Close.”
Wolf Richter wolfstreet.com, www.amazon.com/author/wolfrichter The US Treasury yield curve is having some bad-hair days. It is overall flat-ish, but within this description, it is steepening at the short end, sagging in the middle, and steepening at the long end. And …
