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The Fed Owns Over 50% Of All Bonds Maturing Between 10 And 15 Years From Now
Either the Fed helps Bessent on Treasuries, or this recent intervention will fall flat (and probably do more harm than good, which is often the case when an intervention is attempted but doesn’t succeed).
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Timeline cronologica
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Bessent's "Big Toolkit" Vs Black Gold: Goldman One-Delta Desk Smells 'Stagflationary Stench' In Markets
"...the more durable expression is lower dollar rather than structurally lower rates..."
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Intervening Oneself Out Of Quagmire?
"The Treasury can address market plumbing, but it cannot buy back geopolitical risk, inflation risk or fiscal arithmetic."
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Normal Interest Rates: What The Debt Panic Gets Wrong
A 5% long bond isn’t the crisis, it’s the receipt, and the fifteen years when money was free did far more damage to growth than normal interest rates ever will...
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The Fed Owns Over 50% Of All Bonds Maturing Between 10 And 15 Years From Now
Either the Fed helps Bessent on Treasuries, or this recent intervention will fall flat (and probably do more harm than good, which is often the case when an intervention is…
- ·
Bessent's Game of Chicken With The Bond Vigilantes
The ultimate irony? This scenario could render Kevin Warsh’s internal debate about balance sheet reduction entirely academic. Instead of exiting the fiscal space, the central bank…
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After "Cruel Summer" For Bonds, Citadel Securities Macro Maven Flips Bullish
...the balance of risks tilted toward a rally, citing crowded bearish positioning, improving inflation data, and overstated Fed Credibility concerns...