The Fed is buying US Treasury bills (i.e short dated US government bonds) at a faster pace...
• Linkedin...than during Covid.
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Treasury
Treasury Yield 30 Years (^TYX)
• Yahoo Finance
The US Treasury sold euros to buy Japanese yen on Friday, per FT
• LinkedinThe New York Fed executed the sales on the Treasury's behalf, through Goldman Sachs and Morgan Stanley.
"Bonds Are In Charge...Everything Breaks Over 5%"
• Zero Hedge...the bond market has effectively taken control from the Federal Reserve, leaving policymakers trapped by America's debt burden.
The 5% Line in the Sand: The Treasury Yield That Could Break the Fiat System
• International Man - Nick GiambrunoThe 10-year Treasury yield is perhaps the most important financial benchmark in the global fiat system, as it drives valuations and market trends worldwide. It is widely - and erroneously - regarded as the risk-free rate of return.
Doug Casey on Fort Knox, America's $1 Trillion in Gold, and the Question No One Is Asking
• International Man - Doug CaseyTreasury Secretary Scott Bessent recently declared that all US gold is "present and accounted for" and said the country's stockpile is now worth more than $1 trillion at current market prices. What's your take on this?
The Truth About the US Treasury Market
• https://www.lewrockwell.com, By David StockmanThe implicit notion–extant on both ends of the Accela Corridor--that the present financing arrangements for the $31 trillion of publicly held US Treasuries represent the natural order of things in the financial markets is just damn nonsense.
The Truth About the US Treasury Market
• International Man - David StockmanThe implicit notion–extant on both ends of the Accela Corridor - that the present financing arrangements for the $31 trillion of publicly held US Treasuries represent the natural order of things in the financial markets is just damn nonsense.
Foreign debt demand is no longer keeping up with America's growing debt:
• https://www.linkedin.com, The Kobeissi LetterForeign official holdings of US Treasuries are down to 12.5% of total Treasuries outstanding, the lowest this century. This percentage has declined -24 points since the 2009 peak.
US Bitcoin Reserve Stalls As Treasury And Commerce Vie For Control: Report
• https://www.zerohedge.com, by Micah ZimmermanSixteen months after President Donald Trump ordered his administration to build a federal bitcoin reserve, the White House says it is still working out how the fund should be structured, and a dispute between two departments has slowed the effort, ac
Trump Shares Image Of $100 Bill Featuring His Signature
• https://www.zerohedge.com, by Tyler DurdenPresident Donald Trump posted a photo of a $100 bill bearing his signature on Truth Social on July 3, presenting the first paper currency to be signed by a living president.
Gold just overtook US Treasuries as the world's top reserve asset.
• LinkedinThe headlines are calling it the death of the dollar.
JUST IN: Treasury Secretary Scott Bessent CONFIRMS the $250 bill with President Trump's...
• By Charles-Henry Monchau, CFA, CMT, CAIAJUST IN: Treasury Secretary Scott Bessent CONFIRMS the $250 bill with President Trump's face on it is ALREADY in the works
Treasury Yield 30 Years (^TYX)
• https://finance.yahoo.com4.9930 +0.0080 (+0.16%)
Private credit defaults hit a record high as Treasury yields surge
• By Freschia GonzalesFunds are buckling, BDCs are bleeding, and investors are pulling capital
Foreign Treasury Selling Is Getting Serious
• https://www.zerohedge.com, by QTR's Fringe FinWe already knew that the bond market was starting to call bullshit on America's fiscal and monetary policy.
The Long Bond Just Hit Pre-2008 Financial Crisis Levels--And Even Iran Is Noticing
• https://www.crisisinvesting.com, Lau VegysChart of the Week #104
The Cost of Money: Coinage, Fiat Power, and the Quiet Corruption of Value
• MisesThere is something almost absurd about a government minting money at a loss. A coin - the most basic unit - becomes instead a confession, not just of inefficiency, but of a deeper fracture between what money is supposed to represent and what it has b
BlackRock's stablecoin loophole
• 51 InsightsStablecoins can't pay yield by law. So, BlackRock filed something that legally isn't a stablecoin.
The War on Crypto Was Always About Control
• https://www.lewrockwell.com, By Martin ArmstrongThe 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.
...there is a risk that the long-time assumption of endless demand for USTs may not hold much longer
• LinkedinWhy 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.
US Treasury Largest Buyback in History
• Charles-Henry Monchau, CFA, CMT, CAIABREAKING: ???????? 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
TRUTH ABOUT WHO SOAKS UP TREASURY ISSUANCE
• https://www.linkedin.com, Brian ByrneWOLF 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.
Wild: The U.S. Treasury & the Fed just called an emergency meeting...
• Linkedin...with Wall Street's biggest banks because of Anthropic's latest AI model - Claude Mythos
The Treasury just declared the U.S. insolvent. The media missed it
• Yahoo FinanceThe 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.
US Treasury Largest Debt Buyback
• Charles-Henry Monchau, CFA, CMT, CAIAJUST IN U.S. Treasury just bought back $15 Billion of their own debt, equaling the largest Treasury buyback in history
Federal Reserve's purchases of short duration T-Bills just hit $358B,...
• Linkedin...surpassing the height of the 2020 REPO bank crisis.
To all Goyim (non-Jews), The US President is colluding with the enemy.
• Twitter - Kim Dotcom
The Next World Reserve Currency
• Andre Jikh - YouTube.comThe End Of The US Monetary Order
Denmark's pension fund AkademikerPension to divest from US Treasuries
• BloomingbitAccording 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
