Basically Fed, Treasury has no ideas what to do about the deficit. Anybody wants to bet that we will see a US$50 trillion debt before Trump leaves office? 1. He is eyeing the US gold and will swap it for imaginary crypto that his family members own. 2. Like climate changes, US debt will accelerate. 3. Japan will accelerate the selling of US bonds. It's a cascading effect, see how much you can see the bonds without the bond losing too much value. Everybody will try to sell . Falling knife, see who catch .
Fed Internal Disagreement Goes Public: Waller Contradicts Warsh's Push to Scale Back Forward Guidance
Long on stock != long on gold != long on miners TGA funds doesn't means fund sitting in any account. Its fund generated by ... drum rolls... selling of bonds ... Why would someone sell a bond and buy a different one ... well, only if the terms are better .. treasury buy back per month - $4 billion Treasury bond sales per month - $800 billion Treasury outstanding (debts) - $40 trillion Treasury interest per year - more than gdp of USA and more than a trillion Fed can at most raise 25 points before they cause problem for treasury Walsh will do what he has been doing, stay deliberately vague, market will continue what is has been doing.. play the news whichever way the big whales 🐋 wants ..
He's trying to buy into Already baba as a online retailer. Alibaba isn't trying to stay a online retailer. So JD.com are a better fit for him. Do not compare Alibaba to jd.com , compare it to Amazon.
Burry Steps Away from Alibaba, Cites Valuation Concerns and Shifts Focus to JD.com
The other possibility is that Trump is risking these diplomats lifes to prop up the stock market. Frankly I wouldn't put it pass him to do it. Considering that he actually leave other members including his staffs and reporters in the decoys plane when he flew out from turkey.
U.S. Said to Be Returning Diplomats to Middle East Embassies, NYT Reports
First time in history where they started with a military attack and war, and then ends with sanctions . Smartest strategists ever, nobody else has thought of it before Trump !! Called half time to replenish their ammo and weapons . Sailor jump overboard. 🤣
Washington Demands Global Partners Sever Iran Ties or Face Economic Penalties
The biggest problem is that in spite of the name, Treasury has no money, so they sell 20 years to buy 30 years .Then sell 10 years to buy 20 years , sell 2 years to buy 10 years .. then because 2 years becomes due very fast, they have to sell 30 years. Fundamental problem, nobody believes US or rather USD is worth more than toilet paper in 30 years . They are basically like a person snowballing His credit card bills, at certain levels, it is unsustainable, so banks sells the debt to someone else. See why catches the ball. The bank will continue to bankroll a person as long as he pays the minimun because once they stop, the illusion stops too. So they reduce the person credit limits. Most central banks and funds are buying less US bonds, basically they are reducing US credit li
US Treasury to Stick to Debt Auction Schedule Despite Bigger Buybacks, Bessent Says
He just have to survive another two years plus, then he can be as hawkish as he wants. That's what happens when he makes a deal with the devil. Stagflation coming .,, can Fed rise short term interest rates with rising treasury bonds rates.
Jackson Hole Debut: Markets on Edge as Fed Chair Prepares to Speak
Golden Cross should be appearing in a couple of days .. but remember it's a lagging indicator. Price and volume are your best indicators. Weak hands all cleared after months, US$40T debt, interest at 120% of US GDP, Trump focused on his granites WH driveway. Fed will probably be hawkish next week - does market ignore the Fed or reacts to it is the big question. Remember the issue is REAL interest rate !! Can Fed rise interest rate ? YES Can Fed rise short term without impacting long term Treasury? Maybe , not for long Can Fed rise interest rate without impacting US midterm elections? Probably not US Treasury just half threatened and half begged the world to buy US bonds and keep bonds rates down. - the market Called bluff, took the US$4 billion and laughed.&n
Goldman Says Options Demand Could Push Gold Beyond $4,900 Forecast
The guy who crashed the Pound will crash the dollar. He probably wish he is sitting on the other side betting against the USD. .. maybe he is.. who knows..
Jackson Hole Is Where Warsh Can Lay Out the Fed’s Inflation Plan. Wall Street Wants to Know
Miners and gold will be pushing forward. US Treasuries are done for now. Even if you get interest, the real rate is negative. USD is falling, YEN is falling harder ! Both countries are trying to fund programs they cannot afford. Meanwhile Potus is more interested in his White House granite driveway and his personal stock portfolio And his Twitter clone, and tax refund for his buddies. Who cares about US$40 trillion debt or that the interest is much more than USA gdp, more than 1 trillion a year. Scott what's his name 4 billion buyback is a joke but is also indicative of where they are.Market absorbs that in 1 day . Fed has at most 25 points they can rise on short rates before it come back to bite them on the rear end on long term treasury. Even trump is suggesting a crypto Gold
Movement Alert|Anglogold Ashanti Rises 3.09% in Regular Trading, Strong Reversal From Pre-Market Dip Backed by Robust Q2 Earnings and $2B Buyback Approval