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Yields, Govt bond yields up ⚠️ / U.S TBills 70% of all Treasury issuance.. / ECB Schnabel / Yardeni bearish Techs

  • Writer: Stéphan
    Stéphan
  • 3 days ago
  • 4 min read
ree

  • ''Bond, the name is James Bond''.....Government bond yields been on the rise again despite of rate cuts and financial repression!...steeper curves etc.. 'government becoming insolvent'...The US debt crisis is entering uncharted territory: The US Treasury has issued a record $25.4 trillion in T-Bills over the last 12 months, lifting total Treasury issuance to a record $36.6 trillion, TBills issuance is now 70% of all issuance... (liquidities etc etc)... this is not normal... (steeper curves ahead..etc) --- (Threads)

  • Markets : The UST yield curve (10y yields 3mos highs..) re-steepening suggests we are entering the "danger zone", JGB's etc.., Repo : $100B+ in a month (which banks are exposed?..), ECB's Schnabel 'comfortable' with rate hike bets, RBA's Bullock rules out further rate cuts (1y yield up 5bps..), “Trump runs it hot, oil bounces post Russia-Ukraine fix, China keeps yuan cheap, soon all the commodity charts will look like gold; what LatAm stocks telling you.” (Thread), early 2025 BTC targets, ALL so called experts were wrong..by a very long stretch >>> so every one has 25bps cut tomorrow, FULLY priced in, inflation is still 3% and labor market is weakening..

  • Trade : US delegations land in New Delhi to keep trade talks with India alive, INSANITY and beyond : Trump announces a $12bn bailout of farmers, who been hurt by tariffs, using money collected from Americans from its tariffs... can't teach that..

  • Research Veteran Yardeni Ends 15-Year Tech bet with Underweight Mag 7 Call >>> after 15years of permanent bull ranting calls...all changed over the weekend..

  • THREAD: Martin Wolf just explained Britain’s economic collapse  and it destroys the #Brexit denialists

  • US bankruptcy filings: 717 through November 2025 > Highest since 2020 > Up 93% from the 2022 low of 372

  • EU leaders are nearing a deal to use frozen Russian assets to back a €90 billion loan for Ukraine’s reconstruction, following talks in London with Volodymyr Zelenskiy. (BBG) 

  • French Prime Minister Lecornu faces high-stakes social security vote










Been a bull for ever..worth reading why he has turned bearish..



No wonder Trump senior is involved in the decision! good grief



Let’s take a walk down memory lane and see where all those bold 2025 Bitcoin targets ended up. • JPMorgan: 170,000 • VanEck: 180,000 • SChartered: 250,000 • Tom Lee: 250,000 • Robert Kiyosaki: 350,000 • BlackRock: 700,000 • Chamath: 500,000 • Michael Saylor: 1,000,000 • ARK Invest: 650,000 • Galaxy Digital: 400,000 • Pompliano: 500,000 • Max Keiser: 220,000 • Cathie Wood: 2,000,000 >>>> Bitcoin is 90K, with 24 days left in the year. Every one of these so-called “experts” and “gurus” missed the mark by a mile


You get a bubble when the market gets it wrong bigly, one can build all the data centers it wants, but if you can operate them because the power grid is not updated, it won't work !




 
 
 

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