According to Edward Dowd, the 30 and 10 Year US Treasuries, commonly referred to as long bonds, are indicating potential future actions by the Federal Reserve. Traders should monitor these movements as they may signal upcoming monetary policy adjustments (source: Edward Dowd via Twitter).

According to The Kobeissi Letter, foreign countries' share of US sovereign debt is currently around 33%, marking the lowest point in 25 years. This significant reduction, down by approximately 22 percentage points since the 2008 Financial Crisis, indicates that foreigners are actively selling US Treasuries. This trend is contributing to the rise in gold prices and the decline in US bond prices, highlighting a shift in investment preferences that traders should monitor closely.

According to The Kobeissi Letter, foreign countries' share of US sovereign debt has decreased to approximately 33%, the lowest in 25 years, prompting a rise in gold prices and a fall in US bond prices. This percentage reflects a 22-point drop since the 2008 Financial Crisis, as foreigners continue to sell US Treasuries.

According to @KobeissiLetter, foreign holdings of US Treasuries experienced a significant decline of $49.7 billion in December 2024, marking the largest drop since March 2021. This follows a $30.0 billion reduction in November, indicating a continued trend of foreign investors divesting from US federal debt. This consecutive selling trend could impact USD liquidity and influence Treasury yields, which are crucial for traders monitoring interest rate movements.

According to @KobeissiLetter, China is actively selling US Treasuries and increasing its gold purchases due to current economic conditions, including interest rate instability, inflation, and a $1.8 trillion US deficit. This strategic move highlights gold's status as a global safe haven asset.

According to The Kobeissi Letter, China is reducing its holdings in US Treasuries and increasing its gold reserves due to the current economic environment characterized by interest rate instability, inflation, and a rising $1.8 trillion annual US deficit. This shift towards gold highlights its status as a global safe haven asset.

According to André Dragosch, PhD (@Andre_Dragosch), if US Treasuries are no longer the de facto safe-haven asset, traders should expect significant yield curve steepening as investors avoid long-term Treasuries. This could prompt the Federal Reserve to engage in Yield Curve Control to manage long-term interest rates. Such developments are critical for traders as they indicate shifts in investor sentiment and potential policy interventions that could affect bond and equity markets. Source: André Dragosch on Twitter.

According to The Kobeissi Letter, President Trump suggested that DOGE may have detected fraud in US treasuries, implying a potential reduction in perceived national debt. This statement raises questions about the possible integration of blockchain technology in monitoring government spending. Such developments could influence investor sentiment towards cryptocurrencies, particularly DOGE, as a tool for transparency in financial audits.