The Cayman Islands may be the unofficial largest holder of US Treasuries...
• Linkedin...and its exposure is growing at a record pace.
Contents Pages by Subject
Treasury
Who Really Controls Interest Rates?
• https://activistpost.com, Martin ArmstrongPeople constantly ask who has more power over interest rates, Treasury Secretary Scott Bessent or Federal Reserve Chairman Kevin Warsh.
Treasury Yield 30 Years (^TYX)
• https://finance.yahoo.com5.66 +0.02 (+0.35%) At close: 1:59:54 PM CDT
How an asset falls when everyone wants to own it
• https://www.zerohedge.com, by Monetary MetalsIf an asset remains desirable, its long-term fundamentals remain intact, and investors still want to own it, shouldn't those qualities support its price?
Shades of 1975
• LinkedinRising Treasury yields are putting the cost of long-term borrowing back in focus.
Treasury Yield 30 Years (^TYX)
• https://finance.yahoo.comTreasury Yield 30 Years (^TYX)
Bond markets aren't buying the inflation-is-tamed fairy tale
• https://asiatimes.com, by William PesekRout in inflation-protected Treasuries suggests a repricing of global debt that could be swifter and harsher than markets expect
Trump's Unthinkable Plan to Reset the Dollar
• Felix Nikolas Prehn - YouTubeTen-Year Treasury Yield Spikes To Highest Levels Since 2007, Near-Infinite AI ROI Drivers Render Corporate Borrowing Inelastic To Rates, etc...
Next Stop 6 Percent – The Treasury Bond Crisis Is Officially Out Of Control...
• https://theeconomiccollapseblog.com, By MichaelNext Stop 6 Percent – The Treasury Bond Crisis Is Officially Out Of Control, And It Is Starting To Look A Lot Like 2008 All Over Again
The 5-Year Treasury Just Broke 5%... The Whole Curve Is Next
• https://www.youtube.com, Peter SchiffPeter Schiff on 22-year high yields, record diesel, McDonald's inflation warning, and Trump's claim he told Warsh how to vote.
Poll: Most Americans Agree With Massie - Hegseth Must Go!
• https://www.youtube.com, RonPaulLibertyReport: A new Economist/YouGov poll shows that the majority of Americans agree with Rep. Thomas Massie that Defense (or "War") Secretary Pete Hegseth should be impeached.
The US Treasury doesn't have the capacity to stabilize the Bond Market. Plain and simple.
• LinkedinWhat Bessent, the Treasury Secretary, is doing is absolutely nonsense.
Chairman Xi Comes To Washington
• https://www.technocracy.news, By: Patrick WoodLast Sunday morning, the Treasury Secretary Bessent and the Vice Premier of China sat down to negotiate the commercial future of the two largest economies on earth.
They want you to focus more on a 25 bps rate hike than on the $2 trillion deficit each year.
• https://www.linkedin.com, Marjanul IslamThat's their magic trick.
Bank of Japan rate hike exposes cracks in Bessent's facade
• Asia Times31-year high policy rate BOJ's response to Japanese inflation, not US Treasury chief pressure, while markets dump the yen regardless
An Eerily Quiet Summer Of No Riots. Is Bessent's NGO Crackdown Working?
• https://www.zerohedge.com, by Tyler DurdenAs summer enters its final days, attention turns to why early-year anti-ICE protests and riots in Minneapolis did not develop into a sustained nationwide wave of unrest comparable to the 2020 BLM riots.
Schiff vs. Gammon: US Treasuries are Turning Toxic
• https://www.schiffgold.com, InterviewsLast week, Peter squared off against George Gammon in a lively debate on the future of the U.S. dollar, moderated by Mario Nawfal.
88-Year-Old Maxine Waters Repeatedly Yells Over Treasury Secretary Scott Bessent as He Tries...
• https://www.thegatewaypundit.com,by Cristina Laila88-Year-Old Maxine Waters Repeatedly Yells Over Treasury Secretary Scott Bessent as He Tries to Answer Question About Inflation (VIDEO)
"Grow Our Way Out of Debt" Is Code for Inflation
• LewRockwell.com - Schiff SovereignLast week, Treasury Secretary Scott Bessent sat down for a fireside chat at Southern Methodist University in Dallas and told the room what the plan is for the national debt.
No Secretary Bessent, We Aren't Magically Growing Our Way Out Of Debt
• https://www.zerohedge.com, by Vincent CookAs the official federal debt hit the $40 trillion mark and attracted a lot of negative publicity, Treasury Secretary Scott Bessent tried to reassure CNBC's Sara Eisen in an August 20 interview that there is nothing to worry about:
Treasury Yield 30 Years (^TYX)
• https://finance.yahoo.com5.36+0.07(+1.42%)
10-Year Yield Hits Multi-Year High, Long Bond Tops 5.3 Percent, Oil Surges
• https://mishtalk.com, By MishIt's not a good day in the markets, Here's a recap.
"I Am The House Now": Bessent Goes Full Judge Dredd On Yen Bears
• https://www.zerohedge.com, by Tyler DurdenUS Treasury Secretary went full judge, jury, and executioner on speculative yen shorts overnight with probably the most direct explicit jawboning we have seen in years...
US Treasury bought back $12,500,000,000 of its own debt.
• LinkedinThis is the largest buyback in over 3 months.
Dear Old Don, King of Thieves
• By Karen KwiatkowskiOn the heels of the Leah File's expose of Treasury Secretary Scott Bessent's major skill-set, this time targeting us, we find a new 25-year "US government agreement" to take ownership of 65% of Venezuelan oil reserves...
The Fed Has Added $344B in Treasury Bills in a year
• https://www.schiffgold.com, Exploring FinanceThe following analysis breaks down the Fed balance sheet in detail. It shows different parts of the balance sheet and how those amounts have changed. It also shows historical interest rate trends.
Fed owns half of 10-15 year Treasuries
• Charles-Henry Monchau, CFA, CMT, CAIAThe Fed owns more than HALF of Treasuries maturing in 10–15 years.
Bessent vs. Druckenmiller: Bond Vigilantes versus Bond Bureaucrats
• https://thedailyeconomy.org, Peter C. EarleInvestors are testing the Treasury's pain threshold. By suppressing yield signals, bond bureaucrats may summon the very bond vigilantes they hope to suppress.
He Managed $70 Billion. Now He's Warning Everyone Disaster Is Here
• https://www.youtube.com, RedactedThe future of the US dollar is in question as the national debt surpasses $40 trillion.
This has arguably been one of the most consequential 20-day periods of America's history
• LinkedinTwo interventions to save the Treasury market.
