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23.08.26 - 19:18
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The Fed Owns Over 50% Of All Bonds Maturing Between 10 And 15 Years From Now (ZeroHedge)
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The Fed Owns Over 50% Of All Bonds Maturing Between 10 And 15 Years From Now
Submitted by Peter Tchir of Academy Securities
Treasuries, Treaties, and Treatises
Let's start with Treasuries. We laid out the approach we would take if we were Warsh last weekend in Warsh's Mark Antony Moment (a play on coming to “bury” inflation, yet having quite the opposite effect, at least in terms of interest rate policy).
After Bessent's “attempt” to drive bond yields lower, we analyzed the possibilities in Treasury, Treasuries, The Fed, and Iran. The primary focus was on bonds, though we had to toss in the “possibility” of Economic Armageddon for Iran.
On Monday we discussed the Fed on Fox Business, but they picked up our theme on Tuesday where Academy was the chyron on Varney & Co. Academy had the pleasure of spending the first half hour on Bloomberg TV on Thursday where we covered rates, Iran, energy, Global ProSec, and maybe even Situational Awareness (it all becomes a bit of a blur).
Ple...
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23.08.26 - 13:12
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Jumpy bond markets make it clear: Trump risks driving US into debt crisis | Heather Stewart (The Guardian)
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Treasury secretary Scott Bessent's attempt to calm bond markets is a sign of weakness not strength“Look, there's nothing magic about that $40tn number,” the US Treasury secretary, Scott Bessent, told CNBC insouciantly last week, as the country's debt mountain surpassed another bleak record.Yet Bessent's decision to intervene in government bond markets in an effort to combat soaring yields, belied his studied calm in TV interviews – and reignited fears the US may be on the road to a debt crisis. Continue reading......
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22.08.26 - 23:06
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Treasury Bars Scammy ESG Funds From Trump Accounts, Citing Left-Wing ′Political Activism′ Concerns (ZeroHedge)
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Treasury Bars Scammy ESG Funds From Trump Accounts, Citing Left-Wing 'Political Activism' Concerns
The Treasury Department is moving forward with rules that would exclude investment funds built around scammy, globalist environmental, social, and governance (ESG) criteria from Trump Accounts.
Fox Business reports that under the newly proposed framework, qualifying indexes would need to track broad segments of US or global equity markets using objective financial criteria, rather than criteria crafted by social justice warriors who seek to make the West energy-poor.
"Corporate America has rejected ESG ideology, and we will not allow it to be a part of Trump Accounts," Treasury Secretary Scott Bessent told the outlet in a statement.
Treasury Department bars ESG funds from Trump Accounts, citing 'political activism' concerns: https://t.co/pRvofRHZB3
( TS: Aug 21 2026, 1:21 PM ET )...
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22.08.26 - 02:42
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US Treasury Classifies Hezbollah As Arm Of The IRGC, Not A ′Stand-Alone′ Group (ZeroHedge)
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US Treasury Classifies Hezbollah As Arm Of The IRGC, Not A 'Stand-Alone' Group
The new US Treasury sanctions on Hezbollah unveiled Thursday do more than ever before in 'legally' classifying the Lebanese militant group as essentially an arm of Iran's Islamic Revolutionary Guard Corps (IRGC).
The Treasury action - which is certainly not the first designation against the group - underscored that it operated in "service to the Iranian regime under the command of Iran's Islamic Revolutionary Guard Corps."
A State Department official characterized the re-designation as specifying that Hezbollah is an "Iranian proxy, not a stand-alone operation as implied by the previous designation."
"This action builds on years of US designations that have repeatedly documented the operational, financial, and logistical integration between Hizballah and the IRGC-QF," the official also stated, calling Hezbollah "an extension" of the IRGC's Quds Force.
"This und...
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21.08.26 - 19:01
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Can the Treasury Fix the US Debt Crisis? (Bloomberg)
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With US national debt topping $40 trillion and long-term bond yields hitting multi-year highs, Treasury Secretary Scott Bessent announced increased buybacks to stabilize the market. But as experts explain on Balance of Power, short-term Treasury moves can't solve structural fiscal problems. Kailey Leinz has more. (Source: Bloomberg)...
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21.08.26 - 15:01
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Fed Is Not Entire Story for Long-End Bonds, TD′s Brooks Says (Bloomberg)
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Molly Brooks, US rates strategist at TD Securities, sees the potential for an “asymmetric risk” to markets from Federal Reserve Chairman Kevin Warsh's comments in Jackson Hole next week and explains what she sees driving the recent back up in long-end Treasuries. (Source: Bloomberg)...
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