Good morning, so why the Trump pivot, he had to, the treasury market was about to blow up ( move index at 140 ), we are in fiscal dominance, hold on. Index now at 128, still to high.
Skyrose1
npub13452...aaen
Pleb
Treasury move index ( measures volatility ) basically 140 ( read terrible ) means treasury market close or will blow up. OAS high yield spread at 1 year high, not good
The year-2025, bought a car on Friday afternoon, had to wire 41k to the dealer, so I could only do 25k on the web, went to bank Saturday morning to do the rest ( couldn’t do on web ), took 40 minutes, insane. Hopefully it gets there today. Need a new system. Meanwhile can send any amount in any currency at any time on bitcoin blockchain.
I know bitcoin is down, always hard to deal with and the hardest thing to do is keep buying, I also realize what the Gov’t is trying to do with Doge, tariffs etc. however the treasury move index is 112.5 and h/y spreads are moving higher quickly around 3.15%, this is going to cause a treasury malfunction soon, which means liquidity has to come just don’t know when. We could always let a treasury auction fail or default which I can’t see happening. Short term- yikes, longer term- bullish
Good morning, cds 5 year swaps moving up, treasury move index @ 104.46 and high yield spreads highest in weeks, trouble ahead.
The U.S. Economy Depends More Than Ever on Rich People from WSJ, don’t think spending is going down
https://www.good.is/nba-legend-michael-jordan-opens-up-fourth-north-carolina-health-clinic-for-the-uninsured
I don’t know to much about this, but we as Americans need people like this to help fellow Americans, we all need to be apart of this.
Everyone, take a breath, a step back for a moment, bitcoin is trading at 107k as I type this, do you think for 1 second that would be the case if he wasn’t going to do for bitcoin/ crypto if this was the case? Numerous people on his staff have said it’s going to be done.
Received this from a friend today
Donald Trump was elected President two days ago.
Stock Market: Booms to an all-time high. Bitcoin: Surges to a record high.
Migrant Caravan: Disperses at the southern border.
Mexico: Pledges to halt migrants at the U.S. border.
New York City: Mayor terminates voucher program for illegal aliens.
Germany: Socialist government collapses.
Qatar: Expels Hamas leadership.
Hamas: Calls for a ceasefire in Gaza conflict. Putin: Expresses willingness to end Ukraine war and agrees to sell oil in U.S. dollars.
Zelenskyy: Contacts Trump and Elon Musk to discuss peace deal.
EU: Commits to purchasing U.S. natural gas over Russian supplies.
China: Signals desire for peaceful cooperation with the U.S.
Major U.S. Corporation: Announces plans to relocate operations from China.
Treasury move index @ 124, will be a problem very soon like now.
Bloomberg Link
Bloomberg Links: cross-platform sharing of Bloomberg Terminal and Mobile content
Don’t look now, but the move index is on the move up, bond market volatility ahead.
Bloomberg Link
Bloomberg Links: cross-platform sharing of Bloomberg Terminal and Mobile content
Oil Is Near $100. Shale Isn’t Coming to the Rescue. From the WSJ, probably not good.
Good morning, so the DXY is up and everyone is talking about it, what no one is talking about is the move index is going up as is the high yield spreads, remember fall of 22, who breaks first this time?
Oil over $92, but Janet Yellen said all is well on CNBC this morning, seems I’ve heard that before.