Tracking 10y bond yield and Fed assets

Discussion in 'Markets & Economies' started by mmm....shiney!, Mar 20, 2025.

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  1. betterinvestmentthanshare

    betterinvestmentthanshare Well-Known Member

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    please explain
     
    betterinvestmentthanshare, May 24, 2025
    #21
  2. mmm....shiney!

    mmm....shiney! Administrator Staff Member Silver Stacker

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    I just thought that the Trump admin may have taken more aggressive steps to lower the yield but it's still blowing out.

    So there's little point watching it.
     
    mmm....shiney!, May 24, 2025
    #22
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  3. JohnnyBravo300

    JohnnyBravo300 Well-Known Member Silver Stacker

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    You mean Biden with orange hair?
    Did you expect it to do something else?
     
    JohnnyBravo300, May 24, 2025
    #23
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  4. mmm....shiney!

    mmm....shiney! Administrator Staff Member Silver Stacker

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    Yep I did like YCC. But either they're reluctant or they can't.
     
    mmm....shiney!, May 24, 2025
    #24
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  5. betterinvestmentthanshare

    betterinvestmentthanshare Well-Known Member

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    It didn’t meet expectations shows something not quite right.
    As you suggested, they’re either reluctant or can’t.
    Equally important information
    Well worth the time and effort watching and posting
     
    betterinvestmentthanshare, May 24, 2025
    #25
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  6. mmm....shiney!

    mmm....shiney! Administrator Staff Member Silver Stacker

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    Gunna round out of "Y" axis soon unless they do something about!

    fredgraph.png
     
    mmm....shiney!, May 30, 2025
    #26
  7. mmm....shiney!

    mmm....shiney! Administrator Staff Member Silver Stacker

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    Screenshot 2025-05-30 at 3.16.46 pm.png
     
    mmm....shiney!, May 30, 2025
    #27
  8. mmm....shiney!

    mmm....shiney! Administrator Staff Member Silver Stacker

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    Fed still QTing:

    Screenshot 2025-06-07 at 10.03.34 am.png
     
    mmm....shiney!, Jun 7, 2025
    #28
  9. mmm....shiney!

    mmm....shiney! Administrator Staff Member Silver Stacker

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    And bond market still demanding higher rates:

    Screenshot 2025-06-07 at 10.04.43 am.png
     
    mmm....shiney!, Jun 7, 2025
    #29
  10. leo25

    leo25 Well-Known Member Silver Stacker

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    I always wonder when everyone one else will figure this out.
    The Bond "market" is still trying to be relevent in a world were it's no longer relevent. Old habits die hard.
     
    leo25, Jun 7, 2025
    #30
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  11. mmm....shiney!

    mmm....shiney! Administrator Staff Member Silver Stacker

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    Where do bond investors put their savings then?
     
    mmm....shiney!, Jun 7, 2025
    #31
  12. leo25

    leo25 Well-Known Member Silver Stacker

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    As already proposed by other people, the central bank can just create an interest paying term savings account (which in all reality is what's happening anyway). Or literally anywhere else, e.g stock market, ETF, direct investment etc...

    Too many legacy/redundant things lingering arround in the financial system and it's causing unnecessary complexity and issues.

    Government bonds were only relevant under the gold standard. Creating time duration before you could converter your paper currency for gold in order to prevent a rapid draining of the gold reserves.
     
    Last edited: Jun 7, 2025
    leo25, Jun 7, 2025
    #32
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  13. mmm....shiney!

    mmm....shiney! Administrator Staff Member Silver Stacker

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    And that would also do away with the endless debates around tax "revenues", debt ceilings, budget surpluses/ deficits etc.

    It would help usher in a new paradigm.
     
    mmm....shiney!, Jun 7, 2025
    #33
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  14. mmm....shiney!

    mmm....shiney! Administrator Staff Member Silver Stacker

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    Screenshot 2025-06-17 at 8.00.25 am.png

    Just bumbling along.
     
    mmm....shiney!, Jun 16, 2025
    #34
  15. mmm....shiney!

    mmm....shiney! Administrator Staff Member Silver Stacker

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    Screenshot 2025-06-27 at 8.31.02 am.png
     
    mmm....shiney!, Jun 28, 2025
    #35
  16. mmm....shiney!

    mmm....shiney! Administrator Staff Member Silver Stacker

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    No change as of yet.

    Screenshot 2025-06-27 at 8.29.58 am.png

    This link has charts going back to 2005 and also shows the make-up of the assets on the balance sheet. The Fed has trimmed its balance sheet by about 25% since the highs of mid-2022 by letting their holdings of Treasury Securities mature without reinvesting ie buying more. The level of other assets hasn't changed much at all.

    https://www.americanactionforum.org/insight/tracker-the-federal-reserves-balance-sheet/

    Screenshot 2025-06-29 at 9.05.17 am.png
     
    mmm....shiney!, Jun 29, 2025
    #36
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