Geopolitics
The Yen’s $96 Billion Fortress on Quicksand | Geopolitics Weekly - Geopolitical Monitor
The Yen’s $96 Billion Fortress on Quicksand | Geopolitics Weekly - Geopolitical Monitor
Macro
Macro
The Treasury Is Now Supporting Its Own Debt Market
The US Treasury has doubled the size of its buyback operations for longer-term government securities from $2 billion to at least $4 billion per operation after long-term yields surged to levels not seen in nearly two decades. They will call this “liquidity support” because government always invents
Macro
Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth - Stocktwits
Lawrence Lepard Calls Bitcoin A ‘Liquidity Smoke Alarm,’ Explains Why It’s Lagging Despite M2 Growth - Stocktwits
Geopolitics
Iran sanctions and tariffs shadow G20 finance talks in Asheville - Euronews.com
Iran sanctions and tariffs shadow G20 finance talks in Asheville - Euronews.com
Markets
Japan’s benchmark bond yields hit 3% for first time since 1996
US Treasury secretary Scott Bessent sends signal that he expects Bank of Japan to raise rates soon
Macro
Two words that worry global central bankers the most - Axios
Two words that worry global central bankers the most - Axios
Geopolitics
U.S. Debt Is a Challenge, European Debt Is a Crisis—The Next Sovereign Debt Storm May Be in Europe - Moomoo
U.S. Debt Is a Challenge, European Debt Is a Crisis—The Next Sovereign Debt Storm May Be in Europe - Moomoo
Macro
‘Beginning Of A Death Spiral’—Serious $40 Trillion U.S. Dollar Collapse Warning Triggers Surprise BlackRock Bitcoin Price And Gold Prediction - Forbes
‘Beginning Of A Death Spiral’—Serious $40 Trillion U.S. Dollar Collapse Warning Triggers Surprise BlackRock Bitcoin Price And Gold Prediction - Forbes
Geopolitics
US Fed, Treasury lose sight of role in financial markets - Asset Publishing and Research Limited
US Fed, Treasury lose sight of role in financial markets - Asset Publishing and Research Limited
Macro
Political Realities May Force the Fed to Hike in September
It will be a stretch for the Fed to pause for many reasons, not just the CPI.
Geopolitics
France is becoming the ‘poster child’ of sovereign debt problems as government borrowing costs hit near 2008 highs - Forex Factory
France is becoming the ‘poster child’ of sovereign debt problems as government borrowing costs hit near 2008 highs - Forex Factory
Markets
Japanese bonds and yen come under pressure after Jackson Hole meeting
Currency weakens past ¥160 a dollar and yields rise to highest in three decades as investors raise bets on monetary tightening