So the Fed is now buying Treasuries again. $40 billion of bills a month...@FTAlphaville covers it well. And with a sense of humor - Sure John LOL. And we have a "new" acronym to learn RMPs - Reserve Management Purchases. The last line of the article is notable.“However, given the stubbornness of the recent repo market volatility, Alphaville would be surprised if the Fed doesn’t unveil a dose of “temporary open market operations” before then — just to make sure Christmas isn’t ruined by an end of year fundin ...

RT Mayne (@Tradermayne)This isn’t QE lol.Ending QT doesn’t mean QE starts, the Fed can just pause and sit neutral.QE is when they buy long-duration assets in size, usually trillions, to push down long-term rates.Right now rates are still high and markets are near ATHs.The last times QE began, rates were at or near 0% and markets were cooked. ...

My next guest says signals around what comes next are just as important as the policy rate. Sounds like our earlier discussion. Love Tony is founding managing partner at Plexo Capital and a CNBC contributor.It's good to have you here. >> Thanks for having me. >> Um, so the Fed some say needs to make sure that it doesn't further stoke an AI bubble here.Do you share those concerns. >> Well, what's interesting is if we look at the anticipation, it's already been priced in to see a drop of 25 basis points. And ...

ORACLE. THEY'VE ISSUED $108 BILLION IN DEBT THIS YEAR. THAT IS A 500% INCREASE FROM JUST LAST YEAR.AND WITH THE FED ENDING QUANTITATIVE TIGHTENING LAST WEEK MY NEXT GUEST SAYS SIGNALS AROUND WHAT COMES NEXT ARE JUST AS IMPORTANT AS THE POLICY RATE. SOUNDS LIKE OUR EARLIER DISCUSSION LOW TONY IS FOUNDING MANAGING PARTNER AT PLEXO CAPITAL AND A CNBC CONTRIBUTOR. IT'S GOOD TO HAVE YOU HERE.THANKS FOR HAVING ME. SO THE FED, SOME SAY, NEEDS TO MAKE SURE THAT IT DOESN'T FURTHER STOKE AN AI BUBBLE HERE. DO YOU SHA ...

On this episode of Market Sense, we are talking about interest rates and whether this rate cutting cycle could continue in 2026. We also delve into the end of quantitative tightening and how it may impact the bond market. Plus, what's next for Fed and monetary policy as Chair Powell's term ends in May. 02:12 Latest market news 05:03 Market Resiliency 06:54 AI 09:42 Tariffs 12:58 International stocks 14:54 Weaker dollar 17:49 Federal Reserve & interest rates 19:38 Gold rush 21:03 Bitcoin boom or bust? 22:21 ...

BitMine Immersion Technologies (BMNR: NYSE American) has expanded its Ethereum position to more than 3.86 million ETH, lifting holdings to around $13.2 billion and accelerating its weekly ETH buying pace by 156%. The move comes as BMNR remains one of the most actively traded US stocks and as Ethereum trades near the mid-$3,000 range after a volatile fourth quarter. BitMine’s $13.2B Crypto Treasury Push The company reported that its crypto, cash, and “moonshot” assets now total about $13.2 billion, inclu ...

Hey everyone and thanks for jumping back into the cryptoverse. Today we're going to talk about Bitcoin and we're going to be looking at the onchain risk metric. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up and check out the sale on into the cryptoverse premium at into the cryptoverse.com. You can get access to this chart via the website. check out the link in the description below or the pinned comment.Let's go ahead and jump in. So, there's a lot of oncha ...

Market Performance - The S&P 500 has increased by 82% over the past three years, despite the Federal Reserve reducing its balance sheet by 27% [1][3] - The current market rally challenges traditional liquidity theories, indicating that factors beyond central bank policies are influencing investor confidence [2][4] Economic Indicators - Corporate bankruptcies are approaching 15-year highs, and consumer delinquencies on credit cards, auto loans, and student debt are rising [7] - The commercial real estate sector is facing challenges due to declining property values and stricter refinancing terms, which are not reflected in major equity indices [8] Sector Performance - Gains in the stock market are concentrated among a few mega-cap technology companies, masking weaknesses in other sectors tied to core economic fundamentals [6] - The performance of equity markets primarily reflects the strength of large firms, while smaller companies and those reliant on credit or discretionary spending are facing headwinds [9] Federal Reserve Dynamics - There is growing skepticism regarding the Federal Reserve's direction and effectiveness, with some investors urging less reliance on Fed commentary for market signals [10]

Leading crypto exchange Coinbase released a research report earlier today, noting that December opened with a major lift in global liquidity. The firm said that odds for a Federal Reserve rate cut rose to 92% by December 4, a development that could provide backing to a bounce in risk assets. Its custom global M2 money supply index showed a clear recovery trend into late 2025, which is building on the expectation that a softer dollar environment would aid broader market momentum. Coinbase previously talke ...

QT ends, cuts loom - Are we Back or Not? https://t.co/WZKLywj5ge ...