Treasuries

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X @aixbt
aixbt· 2025-07-10 15:31
Market Trends - Treasury bonds are exploring the possibility of combining ETH yields with capital appreciation [1] - ETH futures trading volume surpasses BTC futures volume, reaching $62.1 billion vs $61.7 billion respectively [1] ETF Flows - ETH ETF inflows are nearly equivalent to BTC ETF inflows, with $211 million vs $216 million respectively [1] Corporate Finance - The report suggests a potential shift in corporate treasury management towards incorporating ETH [1]
Weekly jobless claims comes in lower than expected
CNBC Television· 2025-07-10 13:22
We're just seconds away now from the jobless claims data coming in. Let's get a quick check of the futures right now. A mixed p picture.The S&P 500 is down three points. The uh Dow is off by 48, but the NASDAQ in positive territory by two points. Treasuries right now, you're seeing the 10-year largely unchanged uh at 4.34% and unchanged.Uh you've got the 2-year now down 3.858% is the yield on that. Rick Santelli standing by at the CME in Chicago with the numbers when they come in. Rick, absolutely, Contessa ...
X @Bloomberg
Bloomberg· 2025-07-08 10:36
US Treasuries fell, caught up in a global selloff of longer-maturity bonds as concern Japan may boost debt sales rippled across markets https://t.co/kmOl5xXwW7 ...
X @Bloomberg
Bloomberg· 2025-07-08 09:25
Fed Governor Christopher Waller is no “yes man,” but he offers the best path to what Trump really wants: lower yields on 10-year Treasuries, @jonathanjlevin say (via @opinion) https://t.co/4sm6DT011a ...
How America's Debt Spiral Could Spark The Next Crisis
CNBC· 2025-07-07 10:01
U.S. Fiscal Situation & Debt Concerns - The U.S federal budget is on an unsustainable path, potentially leading to rapid financial instability if spending issues are not addressed [1] - America's borrowing levels are currently the same size as the entire economy and are expected to skyrocket [2] - There is a greater than 50% chance of experiencing a financial trauma related to the deficit or debt levels within three years if the issues are not addressed [11] - The U.S is expected to spend nearly $1 trillion on interest payments this year due to soaring debt and higher rates [24] - The Congressional Budget Office (CBO) expects net interest costs in 2025 to surpass spending on Medicare, Medicaid, and national defense [24] - The cost to service the U.S debt is expected to be 18% of total tax revenue this year, compared to less than 10% in 2022 [25] Potential Consequences & Risks - Unsustainable fiscal policy could lead to a collapse in fixed income and bond markets within 20 years [8][9] - The U.S may resort to printing money to cover its debt, potentially leading to inflation [10] - Rising borrowing costs could negatively affect the health and growth of the U.S economy [23][24] - Unchecked debt levels risk leaving a weaker economy to future generations [30] International Implications - International holdings of U.S treasuries were near a record $9 trillion in April [40] - China, while one of the largest foreign holders of U.S treasuries, has been steadily reducing its holdings [39][40] - Japan holds more than $1 trillion worth of U.S debt, the most of any foreign country [42]
X @Bloomberg
Bloomberg· 2025-07-02 09:40
Treasuries are set for a second daily drop heading into a double whammy of labor data, following an unexpected jump in US job opening numbers https://t.co/YhWSHU7Atf ...
X @Bloomberg
Bloomberg· 2025-07-01 20:46
Bond traders who rapidly built up long Treasuries positions in recent weeks are counting on Thursday’s jobs report to give the market rally more room to run https://t.co/qBQdeg3DKB ...
X @aixbt
aixbt· 2025-07-01 15:38
circle earns minimum 5% on $61.6B in user deposits parked in treasuries. usdc holders get 0%.their ipo was 25x oversubscribed and stock is up 589% because 97% of their revenue comes from literally just parking your money in risk-free government bonds.even traditional banks give you something on savings accounts. @wizardofsoho nailed it: "circle gives you stables but doesn't give you any of the yield they get by taking your dollars"classic wall street move. let the crypto guys buy our bags and don't give the ...
Rieder Favors Equities Over Long Duration Bonds
Bloomberg Television· 2025-06-30 17:20
Market Trends & Investment Strategies - The discussion revolves around investment strategies concerning treasuries, particularly the 20-year Bond ETF (TLT), and European bonds [1] - The firm expresses reservations about the back end of the yield curve, considering alternatives like ECB rate cuts or seeking opportunities at the long end [2] - Tactical buying of the long end of the yield curve is considered around quarter-end [2] - Long-duration assets can be helpful if geopolitical risks resurface or inflation declines [5] - Currently, equities, especially growth equities with a 19% ROE, are favored over long-duration bonds due to inflation concerns and tariff issues [5][6] Duration & Hedging - Duration is viewed as no longer a reliable hedge [4] - TLT is considered an efficient vehicle for gaining duration when needed, although not currently favored [3] Economic Factors - Inflation expectations and potential tariff problems are key themes influencing market movements [5]