Markets
Scott Bessent takes on bond vigilantes in $32tn Treasury market
Wall Street investors say move to buy more long-term US debt is a ‘band-aid on a bullet hole’
opinion
Geopolitics
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow
BUYER BEWARE: Mark Carney Pitches a Canada “Wealth” Fund - Funded With Government Debt - What Could Possibly Go Wrong? - EnergyNow
Macro
The Strait of Hormuz Is Repricing the Entire World Economy
The politicians continue to speak about the Strait of Hormuz as though this were merely a regional dispute between Iran and its neighbors. That is complete nonsense. The strait is one of the most important arteries in the global economy, carrying roughly one-fifth of the world’s oil and gas shipment
Crypto
Bitcoin rally sparks debate whether Clarity Act is already priced in
Erald Ghoos, OKX Europe CEO, says U.S. crypto rules could blow new life into the market amid a rotation of capital from AI back to bitcoin.
Markets
Bessent's interventions amount to QE, and 'gold is the must-have asset' - ByteTree's Morris - KITCO
Bessent's interventions amount to QE, and 'gold is the must-have asset' - ByteTree's Morris - KITCO
Macro
Treasury Bond Manipulation Is Failing Already. What’s Next?
Also, we have a severe clash between fed policy and Treasury bond manipulations.
Macro
Trump urges bond sales after Bessent increases UST buybacks, Luke Gromen notes - Traders Union
Trump urges bond sales after Bessent increases UST buybacks, Luke Gromen notes - Traders Union
Markets
What is Bessent doing with the $32tn Treasury market — and will it work?
US Treasury secretary has made a high-stakes bet he can beat back soaring borrowing costs
Geopolitics
Yield surge and Treasury buyback: how debt dynamics threaten American dominance - The Standard (HK)
Yield surge and Treasury buyback: how debt dynamics threaten American dominance - The Standard (HK)
Macro
Treasury Bond Manipulation Is Failing Already. What’s Next? - MishTalk
Treasury Bond Manipulation Is Failing Already. What’s Next? - MishTalk
Macro
Generational Bear Market Ahead: Ted Oakley Warns of 35-45% Stock Decline as Gold Enters “Early Innings” - SilverTrade
Generational Bear Market Ahead: Ted Oakley Warns of 35-45% Stock Decline as Gold Enters “Early Innings” - SilverTrade
Geopolitics
Global Sovereign Debt: Are We Heading Towards a Debt Crisis? - Deccan Chronicle
Global Sovereign Debt: Are We Heading Towards a Debt Crisis? - Deccan Chronicle