Liabilities and Capital: Liabilities: Earnings Remittances Due to the U.S. Treasury (-39.774 billion as of 3/8/2023)–Let’s talk about the Fed’s cumulative losses.

by Dismal-Jellyfish Good afternoon, resident jellyfish here! I hope everyone is enjoying a great Thursday. I want to take a minute to discuss a graph I am sure is going to catch some folks attention pulled from today’s H.4.1 release: https://fred.stlouisfed.org/series/RESPPLLOPNWW …

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Slippin’ Into Darkness! US Treasury Yield Curve Descends To -108 BPS (169 Days Of Inversion) As US Mortgage Rate Hits 7.11% (Fed No Longer Low Riding Interest Rates)

by  confoundedinterest17 Slippin’ into darkness! The US Treasury 10Y-2Y yield curve, that is. At the same time that the 10Y-2Y yield curve inverts to -108 basis points, Bankrate’s 30-year mortgage rate has risen to 7.11%. Now that The Federal Reserve is …

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2-year Treasury Yield Yops 5%. Consumers Are Still Spending. Used-Vehicle Auction Prices Jump for Third Month, after Last Year’s Plunge. More Trouble Brewing for “Core” CPI

by BoatSurfer600 https://www.cnbc.com/2023/03/07/us-treasury-yields-investors-anticipate-fed-chair-powells-remarks.html   Consumer Credit Alert! In January, consumer credit increased at a seasonally adjusted annual rate of 3.7 percent. Revolving credit increased at an annual rate of 11.1 percent, while nonrevolving credit increased at an annual rate of …

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Hang ‘Em High! US Treasury 10Y-2Y Yield Curve Inverts To Near Lowest Since 1981, Credit/Equity Spread Turns Positive As Fed Tightens Monetary Noose

by confoundedinterest17 Hang ’em high! As inflation remains persist (thanks to endless Fed stimulus and endless Federal spending splurges), we are seeing The Federal Reserve finally withdrawing the monetary stimulus (tightening the monetary noose). And with it, the US Treasury yield …

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Don’t Be Misled By The Low US Unemployment Rate, It Goes Low Just Prior To A Recession (Treasury Curve Remains Deeply Inverted, Mortgage Rates Rise)

by confoundedinterest17 Biden’s State of the Union address saw him bragging about his record job creation (actually, it was the private sector, not Biden than created jobs) and historic unemployment rate. What Biden didn’t mention (along with not discussing the porous …

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US Treasury’s Disastrous 3-Year Auction! High Rate Rises To 4.073% As Allotment To Dealers And Brokers Collapses (Stop Through Yield Crashes To Lowest Level In Years)

by confoundedinterest17 After Jerome Powell raved about the strong US labor market and oddly ignored the staggering crowding-out of US interest payments on its massive debt, the US Treasury’s 3-year debt auction was … a Hinderburg moment. First, the high yield …

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THE US MONEY SUPPLY, TREASURY CURVE AND LEADING ECONOMIC INDEX ARE ALL SIGNALS THAT A “HARD LANDING WILL OCCUR IN 2023” – BOFA.

THE US MONEY SUPPLY, TREASURY CURVE AND LEADING ECONOMIC INDEX ARE ALL SIGNALS THAT A "HARD LANDING WILL OCCUR IN 2023" – BOFA. — FinancialJuice (@financialjuice) January 27, 2023 https://twitter.com/MFHoz/status/1618735184106639362 Our $SPY market view, from our 2023 outlook, simplified. We’re …

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Federal Reserve remittances to the US Treasury keep falling. The Fed is playing slight of hand here. Storing losses on the balance sheet as an asset, rather than showing the loss on the income statement right away, is an old corporate accounting trick

by BoatSurfer600 Federal Reserve remittances to the US Treasury keep falling. now -18.002 Billion per week. The Fed is playing slight of hand here. Storing losses on the balance sheet as an asset, rather than showing the loss on the …

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The Tighten Up! US Treasury Yield Curve DOWN -206% In 2021, M2 Money DOWN -90%, S&P 500 DOWN -17.5%, Bitcoin DOWN -64.2% (Biden And NY Fed’s Project Cedar To Replace US Dollar)

by confoundedinterest17 Unlike Archie Bell and the Drells, this tighten-up is about The Federal Reserve tightening-up its monetary policy. On December 31, 2021, the US Treasury yield curve (10Y-2Y) stood at +77.4 basis points, generally a good omen. Then markets woke up. …

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