Three Straight Weeks Can’t be Ignored
By Jeffrey Snider of Alhambra The Federal Reserve Bank of NY reported on Friday that repo fails for the week of September 20 were $359 The post Three Straight Weeks Can’t be Ignored appeared first on...
View ArticleAs Good as it Gets; Like 2000 With a Twist
By Notes From the Rabbit Hole With the Semiconductor sector below but hailing its all-time highs, a lot of images come to mind; chief among The post As Good as it Gets; Like 2000 With a Twist appeared...
View ArticleTreasury-Bund Spread Says Dollar Has More Room to Fall
By Tom McClellan October 13, 2017 In Dec. 2016, the monthly closing spread between yields on U.S. 10-year Treasury Notes and the equivalent debt instrument The post Treasury-Bund Spread Says Dollar Has...
View ArticleDollar Denial
By Jeffrey Snider At this point in the longer term process of unwinding the Fed’s prior emergency activities, the yield curve was supposed to flatten. The post Dollar Denial appeared first on Biiwii.com.
View ArticleBuying the Steepener For a Trade
By Kevin Muir Just one more post about yield curves – I promise! With Friday’s release of the CFTC commitment of traders report, I couldn’t The post Buying the Steepener For a Trade appeared first on...
View ArticleThe Great Fed Unwind: It’s All About Treasury Note/Bond Sales, Not Agency MBS
By Anthony B. Sanders The Federal Reserve was supposed to start shrinking their $4.4 TRILLION balance sheet back in October, but have only recently begun The post The Great Fed Unwind: It’s All About...
View ArticleAbracadabra
By James Howard Kunstler And so, as they say in the horror movies, it begins…! The unwinding of the Federal Reserve’s balance sheet. Such an The post Abracadabra appeared first on Biiwii.com.
View ArticleChina Weighs Slowing or Halting Purchases of U.S. Treasuries – Escape From...
By Anthony B. Sanders This Bloomberg News title sounds like something John Carpenter would have created, as in Escape From New York (Fed). Bloomberg News
View Article‘If Someone Powerful Wanted To Push The VIX Up’: Is This Why China Is...
By Heisenberg How big of a deal was today’s “big” news out of China regarding the future of U.S. Treasury purchases? Well, that depends on
View ArticleChina Doesn’t Want UST’s? I’ve Heard That Somewhere Before
By Jeffrey Snider For quite a long time I obsessed over November 20, 2013. It was a day that for the vast majority of humanity
View ArticleA reality check regarding China purchases of US debt
By Steve Saville 1. According to news reports, unnamed senior government officials in China have recommended slowing or halting the purchase of US Treasury securities.
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