United States 10-Year Bond Yield

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US FED ACCEPTS $891.203 BLN IN DAILY REVERSE REPO OPERATION, AWARDS AT 0.05 PCT TO 70 BIDDERS

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Danke Glock 1 hour ago

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Mark Ma keep in mind, it’s not just banks that are eligible to do reverse repo with the Fed.

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Danke Glock 1 hour ago

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Mark Ma https://www.financialresearch.gov/money-market-funds/us-mmfs-investments-in-the-repo-market/

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Danke Glock 1 hour ago

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Mark Ma the one caveat I would add is that, growing cash positions are a sign of risk aversion, whether that’s from an economic downturn, or just a buyers strike given valuation, or some other reason. It’s something that I incorporate into my investment view(s), but the use of reverse repo vs other cash instruments in and of itself doesn’t concern me.

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Bill Ackman 20 minutes ago

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Danke Glock Banks cash arent theirs and they know it

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Danke Glock 6 minutes ago

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Bill Ackman what does that mean; what point are you trying to make with that comment?

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Brandon Michael 5 hours ago

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CNBC is now bullish on big tech after a 20%+ rally. That means 10 year bottom is in and a rotation back into cyclicals is imminent.

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IntelM 5 hours ago

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if they're bullish then that's a Bearish indicator

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Brandon Michael 4 hours ago

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Intelli Money Maybe you need to reread my message. 10 year decline has benefited big tech. I'm saying big tech has peaked and the 10 year has bottomed.

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Jim Oli 3 hours ago

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Large % of Grifters work at CNBC....Do not trust them.

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Bill Ackman 3 hours ago

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CNBC only goes bullish on those which are sponsoring them

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JAMES CUNHA 6 hours ago

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new home sales substantially down. Is anyone surprised given the outrageous prices of homes these days?

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Mark Ma 6 hours ago

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Bad Home sales numbers are a combination of low supply and low enthusiasm to buy with inflated prices and bidding wars

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Trevor Matton 5 hours ago

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blackrock is a straight up kuuuuuunt

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NOWis ALLuHAVE 6 hours ago

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Overnight Reverse Repo $900 BILLION, lol. *POP* soon. - https://fred.stlouisfed.org/series/RRPONTSYD

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NOWis ALLuHAVE 6 hours ago

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Zhengzhou record rains wash out Apple, Nissan - https://menafn.com/1102488296/Zhengzhou-record-rains-wash-out-Apple-Nissan&source=30

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NOWis ALLuHAVE 6 hours ago

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Intelli Money Every insurance company on EARTH is going to be insolvent in the next 60 days. TRILLIONS of dollars worth of fire & flood damage to buildings, property, automobiles, manufacturing equipment, etc., etc.

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IntelM 6 hours ago

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NOWis ALLuHAVE Its the money lending breaking down to FED lending which is worrying, lack of trust or confidence in the free market

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NOWis ALLuHAVE 5 hours ago

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Intelli Money Yes sir, that's what causes currencies to fail, lack of confidence.

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Don Johnson 1 hour ago

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NOWis ALLuHAVE Revelations 6:6 in 2022?

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Sin City 7 hours ago

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Greece 10y @.0633 Debt to GDP 200%. I hope no one is going to spoil this party. Euro bonds are here to stay it seems

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Phylax Miller 10 hours ago

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bonds are the new gambler paper!

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Mohd Asmadibin Ramli Ramli 12 hours ago

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us10y

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Bill Ackman 13 hours ago

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Bond prices are higher and interest rates lower not just because of Fed buying but Feds deliberate tactic of not renewing the collateral limit for banks to hold which has forced banks to go to reverse repo for bonds and creating artificial demand and sending bond prices even higher and interest even lower :D :D

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Matt Brackley 14 hours ago

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wonder what happens when people realize that techs biggest problem isn't rising rates....

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Reverse Flash 14 hours ago

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Where do you see rising rates?

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Hei Leopold 15 hours ago

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Reflation was just a short blip. Deflation coming back.

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Mark Ma 19 hours ago

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JUST IN - Majority (55%) now pessimistic: Americans' optimism about the direction of the country has plummeted nearly 20 points since May, a new ABC News/Ipsos poll finds.

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Jim Oli 3 hours ago

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Biden hired the right "color" of people ...but are they qualified to do the job...? When skin color has priority over job performance failure is imminent...this will be fun.

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Bill Ackman 23 hours ago

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Fed has stopped reporting the money supply properly like before because of massive injection of dollars :D :D i dont believe the current numbers which have excluded many parts :D :D…From my calculation M2 is over $24T…Fed has excluded the savings account part and various other parts and now saying M2 is $20T :D :D…Decrease from February 2021 of $22T when they stopped reporting weekly numbers and excluded various other things :D :D…By not reporting and excluding certain parts the money wont go away from the system :D :D

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Danke Glock 22 hours ago

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https://www.federalreserve.gov/releases/h6/h6_technical_qa.htm

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NOWis ALLuHAVE 19 hours ago

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Derivatives market is +500 TRILLION.

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NOWis ALLuHAVE 19 hours ago

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FED M1 Money Supply Chart for 51 years since 1970, DISCONTINUED MARCH 2021 4 months ago - https://fred.stlouisfed.org/series/M1

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NOWis ALLuHAVE 19 hours ago

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FED M2 Money Supply Chart for 51 years since 1970, DISCONTINUED MARCH 2021 4 months ago - https://fred.stlouisfed.org/series/M2

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NOWis ALLuHAVE 19 hours ago

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Business Insider 5/15/21 - The New York Fed is understating the impact of a $500 trillion market - https://www.businessinsider.com/new-york-fed-derivatives-500-trillion-market-2017-5

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LimitUp Jul 25, 2021 10:11AM ET

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Except for maybe wages due to minimum wage increases prices will come down as supply chains catch up. The Fed wishes they could get sustsined inflation but they cant. We are going back to stagflation like the Obama years.

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Joe Lane Jul 25, 2021 10:11AM ET

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Stagflation is defined as "an economy that is experiencing a simultaneous increase in inflation and stagnation of economic output." You cannot have BOTH declining prices and stagflation. The last period of stagflation in the US was from 1971 to 1981 and spanned both Republican and Democratic administrations.

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JAMES CUNHA Jul 24, 2021 5:47PM ET

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Inflation is "transitory" according to the Fed. Don't forget about that when you shop for groceries. https://www.foxbusiness.com/retail/inflation-check-companies-raising-prices-protect-profit-margins

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JAMES CUNHA Jul 24, 2021 5:46PM ET

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https://www.foxbusiness.com/retail/inflation-check-companies-raising-prices-protect-profit-margins

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Dionte Edwards Jul 24, 2021 12:31PM ET

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Honestly the fed knows their terms are almost over if they catch the variant.

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Bill Ackman Jul 24, 2021 1:50AM ET

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An executive at a South Korea auto parts maker, which supplies Ford, Chrysler and Rivian, said raw materials costs for steel which was used in all their products had surged partly due to higher freight costs.“When factoring in rising steel and shipping prices, it is costing about 10% more for us to make our products,” the executive told Reuters, declining to be named due to the sensitivity of the matter.“Although we are trying to keep our costs low, it has been very challenging. It’s just not rising raw materials costs, but also container shipping prices have skyrocketed.”Europe’s biggest home appliances maker, Electrolux, warned this week of worsening component supply problems, which have hampered production. Domino’s Pizza said the supply-chain disruptions were affecting the delivery of equipment needed to build stores.

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Bill Ackman Jul 24, 2021 1:46AM ET

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Events have conspired to drive global supply chains towards breaking point, threatening the fragile flow of raw materials, parts and consumer goods, according to companies, economists and shipping specialists.The Delta variant of the coronavirus has devastated parts of Asia and prompted many nations to cut off land access for sailors. That’s left captains unable to rotate weary crews and about 100,000 seafarers stranded at sea beyond their stints in a flashback to 2020 and the height of lockdowns.“We’re no longer on the cusp of a second crew change crisis, we’re in one,” Guy Platten, secretary general of the International Chamber of Shipping, told Reuters.“This is a perilous moment for global supply chains.”Given ships transport around 90% of the world’s trade, the crew crisis is disrupting the supply of everything from oil and iron ore to food and electronics.

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Bill Ackman Jul 23, 2021 5:03PM ET

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a widely predicted wave of bankruptcies has not materialized, with commercial bankruptcies in 2020 at their lowest level in five years and year-to-date filings lower still, according to data provider Epiq AACER. :D :D :D pandemic made business owners even RICHER thanks to the printing press because its FREE :D :D :D bankruptcy even lower :D :D

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Bill Ackman Jul 23, 2021 5:00PM ET

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Even after roughly $800 billion in aid from the federal Paycheck Protection Program (PPP) and nearly $30 billion more earmarked for hard-hit restaurants this year, small U.S. businesses face an uncertain outlook.Such great stuff printing money and helping out private businesses :D :D and “hoping” no inflation :D :D

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Bill Ackman Jul 23, 2021 4:42PM ET

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CPI is 3.6% after first 6 months and Core PCE is 2% after 5 months

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Joe Lane Jul 23, 2021 4:42PM ET

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Just a small correction. The monthly numbers are increases from the previous month so you cannot simply add the months as the prices compound through the months. So the correct number on CPI is 8.37% through the first 6 months.

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Joe Lane Jul 23, 2021 4:42PM ET

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Sorry my mistake. I had hit a wrong button on my calculator in my first calculation. You are correct at 3.6% you had taken into account the compounding Sorry for the mistake.

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Bill Ackman Jul 23, 2021 4:40PM ET

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CPI INFLATION - 2021 - 3.6% (FIRST 6 MONTHS)CORE PCE INFLATION- 2021 - 2% (FIRST 5 MONTHS)

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Bill Ackman Jul 23, 2021 4:39PM ET

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Heres the inflation numbers so for the year 2021 total of month over month and this is just government “data” not real data on the groundCPI INFLATION - 2021 - 3.6% (FIRST 6 MONTHS)CORE PCE INFLATION- 2021 - 2% (FIRST 5 MONTHS)

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Bill Ackman Jul 23, 2021 4:28PM ET

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Bond is the biggest fraud in the history of the world…Bond holders will be wiped out in the next 3-30 months when inflation keeps going up

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Mike Anderson Jul 23, 2021 4:28PM ET

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please explain more

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Danke Glock Jul 23, 2021 4:02PM ET

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There are is a consistent theme of this forum that the Fed is buying all of the bonds driving down rates. The Fed purchases have largely been consistent throughout the year, yet 10-year Treasury rates peaked around 1.77% and have since fallen nearly 60 basis points before drifting back up to their current level. These large moves have happened despite upside surprises to inflation data. Clearly there is more at play than Fed purchases. The world is awash with liquidity stemming from fiscal and monetary stimulus from economies around the world. Treasury rates may not be attractive in an absolute sense, but they continue to be attractive relative to most other developed sovereign bond markets. The few markets that rival the US for quality and rates, simply don’t have the depth to absorb global demand.

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Danke Glock Jul 23, 2021 4:02PM ET

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ICI data has shown consistent demand for taxable and municipal fixed income. Foreign buyers are on pace to set a record for US Corporate bond purchases this year - Goldman Sachs released a report showing foreign net buying interest year-tto-date has already reached $104 billion (the full-year record is $135 billion). The demand for corporates has come at a time when the Fed has stopped it’s corporate bond purchases. The US fixed income market is the beneficiary of the excess liquidity in the system.

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Danke Glock Jul 23, 2021 4:02PM ET

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https://www.ici.org/research/stats/combined_flows —— https://www.marketwatch.com/story/foreign-buying-of-u-s-corporate-debt-takes-off-even-with-fed-no-longer-buying-11627065945

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Danke Glock Jul 23, 2021 4:02PM ET

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The Fed is clearly exacerbating the problem, but there is much more behind the move in rates than the Fed buying $80bln Treasuries and $40bln mortgage-backed securities on a monthly basis.

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