macro

Luke Gromen: Fed holdings of long-term U.S. Treasuries increased by $216 billion since 2021 - Traders Union

―

DW NOTE

The Fed has added $216 billion in long-dated Treasuries since 2021 while claiming it was tightening. That's not quantitative tightening — that's buying duration with one hand while pretending to drain reserves with the other. When the central bank needs to own more of the curve to keep yields from spiking, the deficit isn't sustainable and the tightening was theatre.

Read the full story at Traders Union →

Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

Luke Gromen: Fed holdings of long-term U.S. Treasuries increased by $216 billion since 2021 - Traders Union

Read more

Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

Gold Silver Ratio September 2026: Market Insights - GoldSilver

World's largest Sovereign wealth fund to cut U.S. treasury holdings - FXStreet

Gold alert: Russia keeps selling gold while China keeps buying and the Netherlands move some gold - KITCO