Market liquidity so far this August has been worse than usual in Equities, Treasuries and FX. However, not in Credit, German Bunds and Oil. August 10, 2020
Don’t Sell US Treasuries! Fed Offers 6+ Months Of Repo Madness To Central Banks Around The Globe April 1, 2020
Ray Dalio’s “Big Debt Crises” discusses the correlation between short term Treasuries and stock market tops March 3, 2020March 3, 2020
Mortgage Hedging Sputters, Sapping Energy Behind Treasuries (Fed Tapped Out) February 21, 2020February 19, 2020
Yields on 2-year Treasuries are now the lowest since September 2017. 30-Year: 1.9996% February 1, 2020
Fed Sheds $20 Billion in Assets in August, Relentlessly Sloughs Off MBS, Adds Some Treasuries, Starts Shift to Short-Term T-Bills September 6, 2019
Alastair Williamson: Cash & Treasuries Could Be Top Performing Assets Of 2019 (April 2019) August 15, 2019
Fed Sheds $38 Billion in Treasuries and MBS in June, Dumps MBS at Record Pace, Exceeding “Cap” for First Time July 6, 2019
OK, I Get it, Markets Have Gone Nuts: Junk-Bonds are in Party Mood, Treasuries Clamor for Doom & Rate Cuts May 30, 2019
