How Bank of America and three other lenders could win big from Scott Bessent’s and Kevin Warsh’s bond-market machinations
It looks like Federal Reserve Chair Kevin Warsh and Treasury Secretary Scott Bessent are acting in a coordinated way to reduce longterm bond yields, according…
Here’s why Warsh’s Jackson Hole speech is a major event for bitcoin and gold
Warsh’s Jackson Hole speech could shape expectations for Fed support of Treasury buybacks, with implications for bitcoin, gold and longterm yields.…
The ugly math on interest expenses, yields and the $40 trillion U.S. national debt
“The interest payments are starting to snowball,” said Joe Boyle at Hartford Funds. Source：MarketWatch
Dallas Fed warns tokenized deposits could strip $700 billion from U.S. banks' lending capacity
Programmable deposits and AI agents may enable instantaneous, automated bank switching for higher yields, driving up bank funding costs. Source：CoinDesk
This chart shows exactly why investors should worry about rising yields — even if they don’t own any bonds
Strong earnings growth over the past few quarters has helped lift U.S. stocks into record territory. Now, rising Treasury yields are threatening to temporarily…
Bitcoin slips from $80K as gold cools with falling US bond yields
Bitcoin bulls battled for control of the $80,000 zone as gold came off its highest levels since midMay on falling US bond yields. Source：Cointelegraph
Yields are the highest they’ve been in years — but are bonds cheap enough to buy? Two strategists disagree.
Bond yields are driven by the market’s estimate of the average federal funds rate over the next 10 years, plus some compensation for the risks associated with…
The post-World War II market shift is here — and bond yields could have higher to go, says Morgan Stanley
Morgan Stanley recommends quality stocks with large market capitalizations, adopters of artificial intelligence and the S&P 500. Source：MarketWatch
Bessent's $4 billion bond buyback wanted lower yields. It got a bitcoin surge instead.
Bessent’s bondbuyback plan fails to curb Treasury yields. Here's what it means for bitcoin and gold Source：CoinDesk
How a Treasury buyback tweak helped bitcoin surge 25% to nearly $80,000 in days
Treasury buybacks are not QE, analysts said, but the move helped pull longterm yields off 19year highs and triggered a record short squeeze in a market already…
The bond market is going to burst the stock-market bubble
Rising yields threaten everything, especially overextended equities. Source：MarketWatch
US debt tops $40T stoking debate on what it means for Bitcoin
Analysts say the $40 trillion debt milestone could bolster Bitcoin’s longterm case, even as Treasury yields, dollar strength and liquidity remain key nearterm…