The Treasury rally and stock market rally stalled in August as massive new Treasury supply absorbed most available liquidity. The Treasury issued $126 billion in…
As central banks around the world print money and penalize it for staying home, demand for US Treasuries grows. That demand has met shrinking new…
Negative rates in Europe and Japan and a growing maelstrom in Europe continue to drive foreign capital to the US. This has put the US…
This report looks at the long term charts and outlook for the 10 Year Treasury Note and the US Dollar.
Treasury supply increased in May, but not enough to knock the markets down. The massive money printing campaigns of the BoJ and ECB along with…
Treasury supply will now be a negative factor for the markets through early June. This is unlike the late April, early May period where the Treasury was paying down debt thanks to the cash flows from April tax collections.
Last week the Treasury cut back the supply of the 4 week bills to $55 billion from $60 billion. Today they just announced another cut,…
The Fed’s massive holdings of Treasuries acquired during QE began to mature this week. The Fed rolled over a wad of paper totaling nearly $32…
The 10 year Treasury and the US dollar appear to be headed for tests of their recent lows. But what about after that?
The 10 year Treasury yield has broken down and is targeting lower levels over the balance of 2016. The dollar also broke.