Update to Fed H8 Data: Looks like small domestic banks are -$1.5B in the deep on US Treasuries and agency securities and MBS. Large banks lost ~$13.5B in Treasury & agency, along with MBS. And another $9B in securities that are not Treasury, Agency, or MBS in the last quarter of the year. January 4, 2022 6:22 pm
Treasuries Curve Flattens Sharply After Data Dump, Fed Minutes (Market Update) November 25, 2021 11:51 am
Consumer sentiment further imploded in the latest survey. Treasuries volatility, liquidity at worst since peak pandemic fears November 14, 2021 7:56 amNovember 12, 2021 8:05 pm
Yield Curve Spaghetti – Investors in short-term Treasuries and savings products are having a field day. January 16, 2019 6:46 am
Max Keiser & Karl Denninger discuss stocks, US Treasuries, the US dollar and more January 8, 2019 1:57 pm
Who the Heck Bought $1.2 trillion in New US Treasuries over the past 12 Months? June 16, 2018 1:42 pm
Trade Deficit Hits 10 Year High… China Holding Treasuries, Keeps ‘Nuclear Option’ In Trade War April 5, 2018 4:24 pmApril 5, 2018 3:42 pm
Retail Sales, Inflation Add Fuel to Fed’s Rate-Hike Trajectory, Treasuries Dive as Yields Surge February 14, 2018 8:56 pm
Is This the Beginning of the End of the Empire? China Signals May Soon Stop Buying US Treasuries January 10, 2018 8:38 pm