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Financial insights visualization: Central-bank reserve composition shifting toward gold over U.S. Treasuries; this appears in multiple tweets, including claims that gold has overtaken U.S. Treasuries in global central-bank reserves for the first time since the mid-1990s/1996., Macro concern about the U.S. dollar and Treasury system; several tweets frame gold's rise as weakening demand for Treasuries or challenging dollar reserve dominance, though the stronger claim that gold is replacing the dollar is opinion rather than verified fact.

Financial insights visualization: Central-bank reserve composition shifting toward gold over U.S. Treasuries; this appears in multiple tweets, including claims that gold has overtaken U.S. Treasuries in global central-bank reserves for the first time since the mid-1990s/1996., Macro concern about the U.S. dollar and Treasury system; several tweets frame gold's rise as weakening demand for Treasuries or challenging dollar reserve dominance, though the stronger claim that gold is replacing the dollar is opinion rather than verified fact.

Gold may have overtaken U.S. Treasuries in global central-bank reserves for the first time since 1996, per 2026-04-09/10 reports. In the past 48 hours, Middle East oil-flow stress and new U.S. crypto rules added to market signals. Why it matters: reserve, funding and FX risk. #Gold #Treasuries #C...

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Another reason for lower demand for #US #Treasuries is the #NationalDebt, which is burgeoning out of control due to #Trump ’s irresponsible fiscal policies.
The #tariff wars don’t help either.
If the #EU implements a single #CapitalMarket, #EuroBonds can become a more stable alternative.

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Yup, provided that economic disruption is not in the calculus (just as it wasn’t for Iran). Obviously European nations couldn’t possibly divest US Treasuries, if they had plans to do so there would be preliminary moves like repatriation of gold reserves say.

#MAGA #USA #treasuries

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Did Safety Rules Break the Global Economy? (Darrell Duffie) The bedrock of global capitalism is the U.S. Treasury market. But what if the very regulations engineered to prevent another 2008 financial crisis accidentally created a ticking time bomb? In today's briefing, we explore the terrifying paradox at the heart of Darrell Duffie's 'Fragmenting Markets'. Discover how well-intentioned bank safety measures accidentally engineered massive market dysfunction during the 2020 pandemic crash, forcing an epic $1 trillion Federal Reserve bailout. Enjoyed this briefing? Upgrade to Momentum Premium to unlock our full 20-minute masterclass where we break down Duffie's exact blueprint to fix the financial plumbing, the SEC's historic new mandate, and the terrifying new "Too Big To Fail" monster lurking in the shadows.

📣 New Podcast! "Did Safety Rules Break the Global Economy? (Darrell Duffie)" on @Spreaker #banking #capital #clearing #crisis #debt #economy #federal #finance #liquidity #markets #policy #regulations #risk #treasuries

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Bonds Retreat: When to Buy the Dip in Treasuries 10-year UST yield at 4.40% on Apr 3, 2026; this framework evaluates when spikes of 30–100 bps create tactical buy-the-dip windows for institutional mandates.

Bonds Retreat: When to Buy the Dip in Treasuries: 10-year UST yield at 4.40% on Apr 3, 2026; this framework evaluates when spikes of 30–100 bps create tactical buy-the-dip windows for institutional mandates. 👈 Read full analysis #Investing #Bonds #Treasuries #Finance #InvestmentStrategy

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Junk Bonds Shed $11bn in 2026 as Investors Flee Risk High-yield funds saw $11bn of outflows year-to-date to Apr 3, 2026 (FT); the shift has boosted demand for Treasuries and investment-grade debt.

Junk Bonds Shed $11bn in 2026 as Investors Flee Risk: High-yield funds saw $11bn of outflows year-to-date to Apr 3, 2026 (FT); the shift has boosted demand for Treasuries and investment-grade debt. 👈 Read full analysis #JunkBonds #HighYield #Investing #Finance #Treasuries

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USTs enter rally mode as bond markets find their catalyst in commodities. The move aligns precisely with Crude breaking the $109 level for the May contract, signaling a clear, algorithmic-driven correlation. Traders are executing in real-time. 📈🛢️
#Markets #Oil #Treasuries #UST

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BREAKING: UN PREPS FOR NUCLEAR WAR! TRUMP TO ‘TAKE’ IRAN’S OIL; DESALINATION PLANT HIT
BREAKING: UN PREPS FOR NUCLEAR WAR! TRUMP TO ‘TAKE’ IRAN’S OIL; DESALINATION PLANT HIT YouTube video by Secular Talk

Via @KyleKulinski
BREAKING: #UN PREPS FOR #NUCLEARWAR! #TRUMP TO ‘TAKE’ #IRAN’S #OIL; DESALINATION PLANT HIT
#Treasuries
youtu.be/jNBJOjaU3Ww?... via @YouTube

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Bonds: Safe Yield Options for a $300,000 Saver A 73‑year‑old with $300,000 faces choices: 10‑yr Treasuries near 4.0%, 2024 Social Security COLA 3.2%, and SPIA payout ranges ~4–7%—model cash flow and RMDs now.

Bonds: Safe Yield Options for a $300,000 Saver: A 73‑year‑old with $300,000 faces choices: 10‑yr Treasuries near 4.0%, 2024 Social Security COLA 3.2%, and SPIA payout ranges ~4–7%—model cash flow and RMDs now. 👈 Read full analysis #Bonds #Investing #RetirementPlanning #FinancialAdvice #Treasuries

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Trump did this. #ETTD #Trump #Bonds #War #Oil #Treasuries

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Treasuries Could Pressure Trump Over Iran Conflict U.S. 10Y ~4.10% on Mar 24, 2026 and swap spreads widened ~20bp since Mar 1; market-funded costs could raise the fiscal price of escalation (U.S. Treasury, Bloomberg).

Treasuries Could Pressure Trump Over Iran Conflict: U.S. 10Y ~4.10% on Mar 24, 2026 and swap spreads widened ~20bp since Mar 1; market-funded costs could raise the fiscal price of escalation (U.S. Treasury,… 👈 Read full analysis #Treasuries #IranConflict #Trump #USTreasury #FinancialMarkets

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According to #MMT, public debt is NOT the problem (cf. @stephaniekelton.bsky.social, 𝘋𝘦𝘧𝘪𝘤𝘪𝘵 𝘔𝘺𝘵𝘩, ch. 4).
Fun fact I learn from @annpettifor.bsky.social, 𝘎𝘭𝘰𝘣𝘢𝘭 𝘊𝘢𝘴𝘪𝘯𝘰, 71 f.: Shortage of US #Treasuries, typically used as collateral, led to those 'synthetic securitisations' that caused the #GFC.

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Uh oh, new Bloomberg video: Nir Kaissar busts the myth of Treasuries as a safe haven. If US bonds aren't safe anymore, could mean market volatility ahead. Watch for reactions in stocks and ETFs! #Treasuries #Markets #Volatility #OhNoTheMarkets

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Uh oh, nuovo video Bloomberg: Nir Kaissar smonta il mito dei Treasuries come rifugio sicuro. Se i bond USA non sono più rifugio, potrebbe significare volatilità in arrivo sui mercati. Occhio a reazioni in azioni ed ETF! #Treasuries #Mercati #Volatilità #PiazzaAffanni

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#Portfolio #InvestmentPortfolio #TBill #TNote #TBond #Treasuries #CommoditiesMarket #Commodities #Collectibles #CD #CertificateOfDeposit #CDInterestRate #SavingsAccount #CheckingAccount #InterestRate #CompetitiveInterestRate #Liquidity #ReturnOnInvestment #Broker #StockBroker

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2 BMO: #Yields on 10-year #Treasuries edged up to 4.22%. Meantime, the #U.S. will release 172 million barrels of #crude #oil from the #StrategicPetroleumReserve.
#markets

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#Portfolio #InvestmentPortfolio #TBill #TNote #TBond #Treasuries #CommoditiesMarket #Commodities #Collectibles #CD #CertificateOfDeposit #CDInterestRate #SavingsAccount #CheckingAccount #InterestRate #CompetitiveInterestRate #Liquidity #ReturnOnInvestment #Broker #StockBroker

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#Portfolio #InvestmentPortfolio #TBill #TNote #TBond #Treasuries #CommoditiesMarket #Commodities #Collectibles #CD #CertificateOfDeposit #CDInterestRate #SavingsAccount #CheckingAccount #InterestRate #CompetitiveInterestRate #Liquidity #ReturnOnInvestment #Broker #StockBroker

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#Portfolio #InvestmentPortfolio #TBill #TNote #TBond #Treasuries #CommoditiesMarket #Commodities #Collectibles #CD #CertificateOfDeposit #CDInterestRate #SavingsAccount #CheckingAccount #InterestRate #CompetitiveInterestRate #Liquidity #ReturnOnInvestment #Broker #StockBroker #Texas #TX #Dallas

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#Portfolio #InvestmentPortfolio #TBill #TNote #TBond #Treasuries #CommoditiesMarket #Commodities #Collectibles #CD #CertificateOfDeposit #CDInterestRate #SavingsAccount #CheckingAccount #InterestRate #CompetitiveInterestRate #Liquidity #ReturnOnInvestment #Broker #StockBroker #Pennsylvania #PA #Penn

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#Portfolio #InvestmentPortfolio #TBill #TNote #TBond #Treasuries #CommoditiesMarket #Commodities #Collectibles #CD #CertificateOfDeposit #CDInterestRate #SavingsAccount #CheckingAccount #InterestRate #CompetitiveInterestRate #Liquidity #ReturnOnInvestment #Broker #StockBroker #NewYorkCity #NYC #NY

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More than 55% of US government debt will need to be refinanced between 2026 and 2028.

Higher rates. Slower foreign demand. Rising liquidity pressure. Who absorbs the supply — and at what cost?

finmire.com/economy-poli...

#USDebt #Treasuries #FederalReserve

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#Portfolio #InvestmentPortfolio #TBill #TNote #TBond #Treasuries #CommoditiesMarket #Commodities #Collectibles #CD #CertificateOfDeposit #CDInterestRate #SavingsAccount #CheckingAccount #InterestRate #CompetitiveInterestRate #Liquidity #ReturnOnInvestment #Broker #StockBroker #Florida #Miami #FL

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#Portfolio #InvestmentPortfolio #TBill #TNote #TBond #Treasuries #CommoditiesMarket #Commodities #Collectibles #CD #CertificateOfDeposit #CDInterestRate #SavingsAccount #CheckingAccount #InterestRate #CompetitiveInterestRate #Liquidity #ReturnOnInvestment #Broker #StockBroker #California #Cali

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#Portfolio #InvestmentPortfolio #TBill #TNote #TBond #Treasuries #CommoditiesMarket #Commodities #Collectibles #CD #CertificateOfDeposit #CDInterestRate #SavingsAccount #CheckingAccount #InterestRate #CompetitiveInterestRate #Liquidity #ReturnOnInvestment #Broker #StockBroker

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The 10-year Treasury yield dropped 25bps this month. Only 10bps came from lower inflation expectations. The other 15bps came from real yields.

The yield curve also flattened 14bps. BNP points to a geopolitical risk with Brent crude up from $61 to $71 this year.

#Treasuries #Rates

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3 Bloomberg: The result: #Treasuries returned 1.5% in February, while #long-dated #US #securities gained 4%.

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Bloomberg chart showing US 10-yr Treasury yields have dropped to their lowest level since November.

Bloomberg chart showing US 10-yr Treasury yields have dropped to their lowest level since November.

1 Bloomberg: Here’s evidence that #investors still see #Treasuries as the premier haven in turbulent times: #USbonds are wrapping up their best monthly performance in a year. 🧵
#markets #bonds #bondmarkets

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#Portfolio #InvestmentPortfolio #TBill #TNote #TBond #Treasuries #CommoditiesMarket #Commodities #Collectibles #CD #CertificateOfDeposit #CDInterestRate #SavingsAccount #CheckingAccount #InterestRate #CompetitiveInterestRate #Liquidity #ReturnOnInvestment #Broker #StockBroker

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#Portfolio #InvestmentPortfolio #TBill #TNote #TBond #Treasuries #CommoditiesMarket #Commodities #Collectibles #CD #CertificateOfDeposit #CDInterestRate #SavingsAccount #CheckingAccount #InterestRate #CompetitiveInterestRate #Liquidity #ReturnOnInvestment #Broker #StockBroker

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