six
@six
anybody got good insights on implications of current happenings in the bond market
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Dan Romero
@dwr.eth
someone is selling a lot of treasuries
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Future
@future
A few possibilities: 1) Capital flight from USD as trading partners diversify. The US exports dollars for goods. The receiving country recycles some of those dollars into holding US treasuries. If there is a move away from trade, these natural buyers of treasuries fall off. 2) Institutions selling to satisfy margin calls on equities and shore up balance sheet cash 3) China could be selling their UST holdings to buffer against tariffs. Some argue they are going to try to push longer end US rates higher on the upcoming US refi cliff. A lot of 4d/5d chess theorists argued Trump admin initially launched this trade war to force Fed to cut rates. This makes that play more difficult.
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derek ↑
@derek.eth
chyna dumping treasuries on us
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Catch0x22 (2025 variant)
@catch0x22.eth
yes i have mental illness now
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horsefacts 🚂
@horsefacts.eth
Two good explainers on the “basis trade” https://archive.is/JP09k https://archive.is/Szzi5
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Koolkheart
@koolkheart.eth
Bonds are starting to look like a safer way to make money, so, people might pull their cash out of stocks and crypto for now
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ツ
@nebula
4D chess was more like 1D chess and the direction is down only
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FeMMie
@femmie
The bond market’s showing some shifts that could mean a few things, like maybe a slower economy or more rate changes coming.
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