US Treasuries

China has aggressively trimmed its holdings of U.S. sovereign debt to levels not seen since the global financial crisis, exacerbating a historic fixed-income selloff that has pushed the 10-year Treasury yield toward the critical 5% threshold. The Great Treasury Exodus Capital flight is hitting the...

Renowned investor and media personality Kevin O’Leary made a sharp distinction between Bitcoin (CRYPTO: BTC) and dollar-denominated stablecoin on Monday, attributing the latter’s value to its backing by U.S. Treasuries or T-bills. Why O’Leary Thinks Stablecoin Have Value O’...

Economist Peter Schiff is sounding the alarm on a brewing bond market crash, warning that U.S. Treasuries are firmly “breaking down” as yields surge. Despite a current market dip in precious metals, Schiff insists this systemic turmoil is the ultimate buy signal for gold and silver....

Foreign investors are purchasing U.S. government debt at near-record levels, driving total foreign holdings to a staggering $9.3 trillion in January, even as structural cracks emerge in the broader bond market. Japan And Allies Drive The Surge Global demand for U.S. Treasuries saw a sharp uptick at...

BlackRock Inc. (NYSE:BLK) CEO and Chair Larry Fink stated on Monday that tokenization has the potential to simplify investment issuance, trading and access. Tokenization Will Coexist With TradFi, Says Fink In his 2026 Annual Chairman’s Letter, Fink compared the current state of...

For years, analysts have warned that rising deficits would eventually provoke a bond-market backlash. Yet the revolt, seen as a feature in the 1980s and 1990s, has failed to materialize in any substantial form. In the U.S. and the UK, long-term yields remain under control despite heavy issuance and...

Economist Peter Schiff highlighted parallels between Nvidia Corp.’s (NASDAQ: NVDA) decision to invest $100 billion into OpenAI, the company behind ChatGPT, and the U.S. government’s ever-increasing reliance on foreign debt. NVDA is in positive territory. Get the complete analysis here...

US-based cryptocurrency exchange Coinbase anticipates a significant surge in the stablecoin market cap, which could touch $1.2 trillion by 2028, a 300% rise from the current level. What Happened: The forecast is based on a model that considers factors such as the volume of US Treasuries issued, as...

China is accelerating its move away from U.S. dollar-denominated assets, with the share of U.S. Treasuries and the Dollar in the country’s reserves reaching its lowest levels in over a decade. What Happened: On Thursday, The Kobeissi Letter, in a post on X, captured this dramatic shift,...

More than 200 Central banks and foreign entities have withdrawn a substantial amount of U.S. Treasuries from the New York Federal Reserve, signaling potential concerns over the stability of the U.S. dollar. What Happened: The New York Fed’s custody holdings of U.S. Treasuries and other assets...

Former Treasury Secretary Larry Summers is sounding the alarm on America's fiscal trajectory, placing the blame squarely on President Donald Trump and the GOP’s “One Big, Beautiful Bill.” What Happened: During his appearance on the Politics War Room podcast on Thursday, Summers...

White House economic advisor Kevin Hassett claims that the U.S. economy narrowly avoided a recession thanks to the GOP-backed tax bill. What Happened: Hassett says that had the “One Big, Beautiful Bill” not passed in the House, “it would have been the biggest tax hike in American...

A viral post on X speculates that President Donald Trump might see a strategic upside in a recession. What Happened: On Thursday, popular newsletter, The Kobeissi Letter, posted on X, drawing parallels between Trump’s economic agenda and the current state of the markets and the broader macro-...

U.S. Senator Bill Hagerty (R-TN) said stablecoin issuers could become the largest holders of U.S. Treasuries globally by the end of the decade, citing projections from Citibank. What Happened: Speaking in an interview with CNBC on Monday, Hagerty emphasized the role stablecoins play in transforming...

As markets cheer Qatar’s massive $200 billion jet deal with Boeing Co. (NYSE:BA), economist Peter Schiff has a warning that has little to do with planes, and a lot more to do with America’s structural vulnerabilities. What Happened: On Wednesday, Schiff highlighted the potential...