The US and China meeting for a second day in Sweden to talk trade. This comes uh as the big EU deal uh was announced uh yesterday and it could uh increase tariffs on other countries at the end of the week. Joining us now, former House Speaker Kevin McCarthy.He's the chairman of the uh Alpha Institute on set. Good to see you. Good to see you, Mr. . Mr.. Former Speaker. That's too hard to say. Uh good to see him.Mr. . Speaker, the Kevin, how's Kevin. Whatever you want to call me.The journals never um never li ...

Most treasuries just hold ETH. @TheEtherMachine is rethinking that."ETH is not just a treasury asset. It’s working capital... the fuel for our reactor.'"— @dfmerinTheir philosophy is simple but powerful: build a machine to generate more ETH—using ETH itself. That’s why they’ve built a team of deep Ethereum experts fully focused on making their Ethereum base more productive. ...

Since Scott Bessent took the Treasury’s helm in January, bond dealers have done a 180 on the key question about his issuance strategy in the $29 trillion market for US Treasuries https://t.co/QLixPX1EHS ...

If you aren’t good at trading pivot to treasuries. https://t.co/inMLHct5eM ...

two treasuries just dropped $48m on sol while network hits 1600 tps + mev elimination• bonk pulling $1.84m daily fees• billion$ treasury formation incoming• nansen mcp confirms larger accumulation patternsmart money doesn't wait for announcements ...

Treasuries are on course to snap a four-day rally https://t.co/bHC1UYlMoF ...

Interest Rate and Inflation Expectations - The market is pricing in both potential rate cuts and higher inflation, creating conflicting signals for the Federal Reserve [3] - The analyst believes inflation has bottomed for the year, referencing break-even spreads as an indicator [2] - The analyst anticipates no rate cut in the immediate term, but acknowledges the possibility of a 50 basis points cut if labor market conditions deteriorate [4] Treasury Market Strategy - The firm is currently positioned for no rate cuts, with a "Steve Burner trade" involving being long on the two-year Treasury and short on the ten-year Treasury [5][6] - The firm has been largely ignoring the 30-year part of the Treasury market, anticipating further upward pressure on rates in that segment [9] - A steeper yield curve is expected if monetary policy is loosened amidst existing inflation and tariff pressures [8] Portfolio Construction and Risk Management - The portfolio includes short-duration credit, which is expected to rally if rates decline, providing dual exposure [13] - The firm is prioritizing stability and managing volatility, avoiding stretching for valuation or taking on significant risk due to unpredictable rate cuts [17] - The portfolio incorporates floating rate debt to benefit if there are no rate cuts [18] - The firm is considering non-dollar trades for the portfolio at some point this year [18] Fiscal Policy and Global Sovereign Debt - The analyst expresses concern about increased government spending, noting the debt limit was raised by $5 trillion [14] - There is pressure in sovereign debt globally, influenced by factors like the Japanese market and elections [15]

usdt now holds more treasuries than germany, skorea and saudi arabia combinedmeanwhile cb quietly building full banking stack through opyn + liquifithe parallel financial system isn't coming. it's already here ...

blackrock holds 720k btc while tether sits on $120b in treasuriesthe game isnt about crypto vs tradfi anymore. its about being everywhere at oncewhen you realize whats happening you cant unsee it ...

Foreign Investment in US Treasuries - Foreign investor holdings of Treasuries increased in May [1] - Overseas demand for US government securities remains resilient [1] Key Players - Canadian purchases led the surge in foreign holdings [1]