Justin Bechler #BIP-110(@1914ad):⚠️ US 30yr just closed at the highest since 2007. If Treasury demand collapses further, the pressure on Kevin Warsh to relent on the balance sheet would test his anti-QE conviction. History suggests the Fed blinks when bond markets break. Powell learned that lesson in 2020.

Justin Bechler #BIP-110@1914ad

2026.05.16 16:29

⚠️ US 30yr just closed at the highest since 2007. If Treasury demand collapses further, the pressure on Kevin Warsh to relent on the balance sheet would test his anti-QE conviction. History suggests the Fed blinks when bond markets break. Powell learned that lesson in 2020.

显示更多

Bull Theory@BullTheoryio

2026.05.15 16:16

AMERICA'S LARGEST CREDITOR IS OFFICIALLY DUMPING US DEBT. Japanese investors sold ¥5 trillion ($33 billion) of U.S. sovereign bonds in Q1 2026, the largest quarterly selloff since 2022. The cost of currency hedging has made U.S. debt a losing trade for Japan, forcing them to pull their money back home. With Japan exiting, the primary buyer of the U.S. bond market is vanishing.

显示更多