Aug. 9 at 2:21 AM
$SPY $TLT $BND $B $GDX
FED rate falls to 3% into 2026, but watch long term treasuries and bonds move to 5+% for a long time.
I wouldn’t be surprised to see 6+% on the 30.
Debt loads are increasing at a rapid pace since 2018. It’s insane.
“The Treasury Department and the Fed – perhaps at Powell’s and Bessent’s weekly breakfasts – are clearly coordinating these massive multi-trillion-dollar shifts, and they will have to coordinate them before the Fed even starts shifting from long-term securities to T-bills, or else there are going to be some fireworks in the bond market.”
https://wolfstreet.com/2025/08/08/government-sold-724-billion-of-treasuries-this-week-debt-hits-37-0-trillion-getting-ready-for-the-feds-shift-to-t-bills/
