‘VIX is at 16 because people are buying calls on stocks, not puts. Basically everyone is bearish on treasuries and bullish on stocks, a reversal would be violent.’ May 22, 2023 7:52 amMay 20, 2023 7:15 am
China Is Selling Off Treasuries As It Prepares For A Blockade Of Taiwan And A War With The United States April 12, 2023 9:09 pmApril 11, 2023 9:40 pm
Big money is not buying shorter term treasuries, resulting in high yields April 6, 2023 9:00 amApril 5, 2023 6:50 pm
Faith? Foreign Central Banks Bailing On US Treasuries (Japan And China Among Others Are Fleeing The US Titanic) April 3, 2023 2:29 pm
Is now the time to buy the US long-term treasuries with modified duration of 25 years? March 28, 2023 6:06 pmMarch 28, 2023 4:05 pm
New ATL reached in the 10Y – 3M treasuries spread. Beating previous ATL by 0.001%. March 15, 2023 6:07 pm
Massive swings in the treasuries market. 2Y 3 day swing largest since Black Monday of 1987. high yield credit spreads are widening rapidly right now. March 14, 2023 10:09 amMarch 13, 2023 11:20 am
China preps for War with US. Dumping US Treasuries & Stocking Up on Gold March 12, 2023 9:25 pmMarch 11, 2023 10:50 am
China and Japan are selling US Treasuries… so is FED by doing QT… those three are the largest holders… so who is left to buy? October 15, 2022 8:23 am
No change in Fed’s MBS, but Fed did sell a bunch of ultra-short-term Treasuries. Also, Fed just bought a $3B of central bank liquidity swaps. October 14, 2022 11:37 am
Treasuries Liquidity Problem Exposes Fed to ‘Biggest Nightmare’ The latest bout of global financial volatility has heightened concerns about regulators’ continuing failure to resolve liquidity problems with US Treasuries, that serves as a benchmark October 6, 2022 3:04 pm
Would you look at that! $16B down on MBS and $2B down on Treasuries. I thought JPow said they won’t be selling MBS? October 1, 2022 10:51 am
Quantitative Tightening at it’s finest! Sold $13B in Treasuries, but bought $5B in MBS September 22, 2022 8:28 pm
BOJ is intervening in the FX market for first time since 1998, selling US treasuries and buying yen, and China is reducing their holdings of UST to protect against risk of sanctions… September 24, 2022 8:35 amSeptember 22, 2022 7:54 pm
Recession is here and major liquidity squeeze on-going. US Treasuries expect a Fed pivot and either deep US recession or shortage of collateral. Neither look great for stock markets August 8, 2022 11:29 amAugust 7, 2022 6:12 am
