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19.04.26 - 17:42
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Is A "Vicious" Treasury Market Emergency At Our Doorstep? (ZeroHedge)
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Is A "Vicious" Treasury Market Emergency At Our Doorstep?
Submitted by QTR's Fringe Finance
When Henry Paulson steps back into the public conversation after years of relative silence, it's not random timing. This is someone who sat at the center of the 2008 financial crisis and understands how quickly confidence can evaporate once stress begins to build in core markets.
Paulson also appears to be one of about…oh, I don't know…six people in the entire nation who know that $39 trillion in debt is an unsustainable level for the country.
If you ask me, his recent interview with Bloomberg that is being passed around by traders should be read less as random innocuous commentary and more as a timing signal.
In his interview, Paulson is explicitly warning that the scale of U.S. borrowing is now testing confidence in the Treasury market itself. With federal debt approaching $39 trillion, he points to the risk that the long-standing assumption of endless demand for U.S. government ...
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18.04.26 - 21:45
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US Treasury Extends Russian Crude Waiver Amid Supply Disruptions (ZeroHedge)
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US Treasury Extends Russian Crude Waiver Amid Supply Disruptions
Authored by Kimberley Hayek via The Epoch Times,
The Trump administration renewed a key sanctions waiver on April 17, allowing countries to purchase Russian oil stranded at sea, responding to urgent pressure from Asian nations battered by skyrocketing energy costs.
The move also reverses a position Treasury Secretary Scott Bessent had stated two days earlier.
The Treasury Department's Office of Foreign Assets Control issued General License 134B on Friday, authorizing transactions tied to Russian crude and petroleum products loaded onto vessels as of that date.
The waiver runs through May 16 and replaces a previous license that expired on April 11.
The move comes after Bessent told reporters on Wednesday the administration would not extend the earlier waiver, signaling what appeared to be a firmer stance on Russian energy exports.
“As negotiations [with Iran] accelerate, Treasury wants to ensure oil is available to those wh...
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18.04.26 - 17:12
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Reeves rightly fears the bond market, but she can afford to ditch one unhelpful rule | Phillip Inman (The Guardian)
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The chancellor has wisely vowed to drive down the annual deficit, but long-term defence investment must not be delayedThere is a good reason Rachel Reeves is wary of the dreaded bond market vigilantes. Anyone who inherits a mountain of debt and then finds out that many of the lenders act like sharks is right to be concerned.Most of the participants in financial markets are not actively predatory. They swim in a sea of money with only one rule, to stick together, hoovering up as much profit as they can at the lowest risk. Continue reading......
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17.04.26 - 21:36
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US Treasuries Rally as Falling Oil Boosts Rate-Cut Bets (Bloomberg)
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Meghan Swiber, senior US rates strategist Bank of America Securities, and Ashok Bhatia, CIO and global head of fixed income at Neuberger, joins Katie Greifeld on "Bloomberg Real Yield." Treasuries jumped, sending yields to their lowest levels in a month, as easing Middle East tensions drove oil lower and pushed traders to price roughly even odds of a Federal Reserve rate cut this year. (Source: Bloomberg)...
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17.04.26 - 18:12
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Anleihen: "Frieden erwartet" (Anleihencheck)
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Frankfurt (www.anleihencheck.de) - Hoffnungen auf ein baldiges Ende des Iran-Kriegs sorgen für gute Stimmung, so die Deutsche Börse AG.
"Marktteilnehmer setzen derzeit auf eine dauerhafte Friedenslösung in Nahost und auch darauf, dass die Straße von Hormus bald wieder befahrbar sein wird", erkläre Helaba-Analyst Ulrich Wortberg. [mehr]...
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17.04.26 - 17:45
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Deutsche Anleihen steigen deutlich (DPA-AFX)
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FRANKFURT (dpa-AFX) - Die Kurse von US-Staatsanleihen sind am Freitag kräftig gestiegen. Im Gegenzug ging es mit den Renditen nach unten, nachdem der Iran die Straße von Hormus wieder für die Durchfahrt von Öltankern und Handelsschiffen geöffnet hatte. ......
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17.04.26 - 17:21
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US-Anleihen legen deutlich zu (DPA-AFX)
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NEW YORK (dpa-AFX) - Die Kurse von US-Staatsanleihen sind am Freitag deutlich gestiegen. Im Gegenzug ging es mit den Renditen nach unten, nachdem der Iran die Straße von Hormus wieder für die Durchfahrt von Öltankern und Handelsschiffen geöffnet hatte. ......
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