What next for the bond market and the US dollar

Matein Khalid

The US Treasury bond market is not nervous about Powell’s reluctance to reduce rates in May Fomc and increasing short bets in Uncle Samio long duration due to the world’s largest coverage funds. This is the reason the 2-YEAR Treasury Note Yield, The Single Security Most Section To Changes In Expectation of Us Central Bank Monetary Policy, you have laugh 15 Basic Points This Week to 4.06% desspite bears hyped succeeded Success, The Chinier Vice Vice Vice Vice Vice Vice Vice Vice Vice Vice Vice Vice Vice Vice Vice, The Chinese Vice Vice, The Chinier Vice Vice, The Chinese Vice, The Chinese Viceer, The Chinese Vice, The Vice Treasure Note of Yar has increased to 4.53% and has caused a corresponding increase in the global cost of long -term capital.

Since an increase in the Fed rate is not credible now, crude oil has fallen in the early 60s in WTI and the volatility index has been reduced to 18 in a benign environment for risk assets, I doubt that the treasure performance of the 10 years of the US. Rishears the bond, the elements of the Prosecutor’s Office of 7%, with a budget index of the United States “, a budget index of the United States, with the prosecutors of the United States. Revenge.

After all, changes in the fiscal legislation of the United States are higher annual budget deficit durities and a tsunami that grows in long -term treasure bonds auction at a time precisely in which the Chinese are reluctant to increase their exposure to the sample of the Japanese Japanese, Japanese, Japanese, Japanese, Japanese, Japanese Japanese. Petrodollars will recycle since oil prices are $ 35- $ 40 below their budget equilibrium prices, while national spending increases.

The smoke signs of the Fed Fund’s futures contract in the Chicago Mercion are increasingly sinister since the time of the next cut of the Fed rate is backed away from an autumn FOMC conclave. Another factor that increases yields greater than 4.50% in the UST-10 note is the heavy supply of new mortgage values ​​problems, whose pipe is usually covered by corridors/dealers in the wells of future T-Bond. The pudding proof in the futures markets of interest rates is now in the retail sales of April, PPI and claims insurance without unemployment tonight.

While sustaining, Thrilla in Besent Geneva was not enough to deny the consensus of the vision of the Forex planet that Trump’s White House wants a much lower dollar. The tidal wave of a strategic assignment of asset allocation outside The Greenback by the global central banks/institutional investors is not deceived by the strong mantra in Besent dollars, since, unfortunately, it is not Potus. This wave of tide could be as high as $ 5 billion or 15% of the $ 36 billion invested for accounts in the high seas My head of the head of the head of my head of the head of the head of the head of my head of the head of the head of my head of the head of my head of the head of the head of the head of my head of the head of the head of the head of my head of the head of my head of my head of the head of my head of the head. Reagan/Volcker in 1985 and again under the baby Bush/Bernanke after September 11.

The cave of my home in my home is full of copies framed by Bustoman Empire was Bonds (Electricite de Constantinople was a main issuer in the offshore loan and the Sukuk market in 1913. Neither the empire, the company or its poor). To remind Myelf that James Bond 007 was fine in FX, never say!

The 8% increase in the Taiwan dollar in just 2 sessions, an event that is not seen in Taipei in 4 years, tells me that Asia is petrified that Trump will use a treasury of the United States billionaires of the US treasures. UU. As a commercial blow to devalue the dollar. John Meynard Keynes Predicted precisely This Scenario at the Bretton Woods Conference With His Concept of Monetary Seigniorage, A Privile Ge Abused by Every Banker to The World From The Caesars of Ancient Rome To The Imperial, Dowlying, Serace, Serace, Serace, Serace, Sere Sele SERE SERACE, SERE WILL, SERACE, SERE, SERE -TOPKAPI, SERE, SERE, SERE, SERE SERE, SERE SERE, SERRA, SERE, SERA, SERA, SERE, SERE SERE, SERE, SERA, SERE, SEARI, SEARI, SEARI, SEARA. Seraia Seraisasa, will be. Home.

As Nixon’s secretary boiled, he boasted of creditors when Tricky Dick suspended Gold’s link with the dollar in August 1971, the US dollar is “our currency, his problem.” What exactly is the problem? The $ 36 billion in investments owned by foreigners are based completely on any value anchor, such as the price of gold. Therefore, the dollar has already devalued at 50% since the late 2022, when Dr. Auric gave a fund to $ 1600 per ounce. Unfortunately, this is the greatest robbery in world financial history and has barely begun. The DXY weighted dollar index, now almost 101 can devalue in the 4 years to 65-70.

The US debt/deficits The world monetary system is designed to enrich the United States and impoverish the rest of the world. The US dollar has lost 50% of its value from the teacher Greenspan Tok as president of the Fed in 1987 and 99% of its value, the Federal Reserve was created by a Congress Law in 1913. Yes, of course, Suckernomics 101!

Also published in Medum.