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The U.S. Treasury has now frozen $344 million in cryptocurrency tied to Iran, according to Treasury Secretary Scott Bessent, who announced sanctions targeting multiple digital wallets allegedly connected to Tehran.
Why would Hank Paulson, former Treasury Secretary 2006-09, suddenly appear and talk about wavering confidence in the US Treasury securities market? Let's unpack what Paulson said to Bloomberg last week.
BREAKING: ???????? US Treasury just did the largest Treasury buyback in HISTORY. Treasury bought back $15,000,000,000 of its own debt to improve liquidity. Source: Bull Theory
WOLF STREET posted insights about who bought US treasuries in February. Everyone asks why 10Y yields did not soar to compensate risk. In the face of tepid (or even failed) T auctions. This is where the "private" (PFI) gang come in.
...with Wall Street's biggest banks because of Anthropic's latest AI model - Claude Mythos
The U.S. government is insolvent. That's not hyperbole - it's the conclusion drawn directly from the Treasury Department's own consolidated financial statements for fiscal year 2025, released last week to near-total media silence.
JUST IN U.S. Treasury just bought back $15 Billion of their own debt, equaling the largest Treasury buyback in history
...surpassing the height of the 2020 REPO bank crisis.
The End Of The US Monetary Order
According to Walter Bloomberg, an economy breaking-news account, on the 20th (local time), Denmark's pension fund AkademikerPension has decided to sell its entire holdings of US Treasuries and exit the investment. The move is seen as a response to
The Yen Carry Trade - borrowing low-yield yen to invest in higher-yielding assets like U.S. Treasuries, credit, and equities - has ballooned into a multi-trillion-dollar structure after decades of BOJ suppression of rates and FX volatility.
The Depository Trust and Clearing Corporation said it is set to bring tokenized US Treasurys onchain, and plans to expand to a "broad spectrum" of assets in the future.
Japan holds $1.2 trillion in U.S. Treasuries. But that anchor may be slipping.
The US government sold $693.5 billion in Treasuries last week, across 9 auctions over 3 days.
The top 3 sources of liquidity in the market are bank reserves, reverse repo, and the Treasury General Account (TGA).
Bridgewater Associates founder Ray Dalio stated on Friday that gold has started replacing some U.S. Treasury holdings as the riskless asset for investors, amid a continued surge in the yellow metal's prices.
Many expect the establishment of a U.S. framework for stablecoins to increase demand for Treasuries, thereby supporting the Treasury market.
...Because Of The Drugs He Is Being Prescribed By The White House Physician!
If you're a crypto investor, you have more options than ever before. That doesn't mean your choices are any simpler.
...just like a QE but without the actual QE.
The U.S. Treasury Department and IRS on Sept. 19 released details about a provision backed by the Trump administration and Republicans, passed by Congress earlier this year, that would provide a tax break for many employees who receive cash tips.
That's the largest short-term auction in history. Some analysts believe is doing some kind of 'light' Yield Curve Control.
The Era of Easy Differentiation Is Over
Foreign holdings of U.S. Treasuries rose to record levels in June, topping $9 trillion for a fourth straight month, data from the Treasury Department showed on Friday.
"The US is flooding the bond market with so much supply to fund deficit spending, that bond prices are falling."
While Scott Bessent started out as a relatively lesser-known economic advisor, 200 days in he has become a pivotal figure as the U.S. Treasury Secretary.
Treasury Secretary Scott Bessent on Monday called for a "fundamental reset" of financial regulations to ensure they are aligned with the nation's domestic and international priorities.
The People's Bank of China's governor recently announced plans to weaken reliance on foreign currency and strengthen the Chinese yuan
