Rebel Capitalist News Treasury Yields And The Dollar Should NEVER Do This (Live Whiteboard)
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Apr 11, 2025 Delve into the current chaos of the treasury market with rising yields and a plunging dollar. Historical parallels shed light on potential financial crises ahead. Discover how the Federal Reserve's moves may impact global liquidity and shift foreign investment dynamics. Engaging tales of two fictitious characters highlight the implications of dollar asset shifts, making economic concepts relatable and entertaining.
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Broken Market Signals
- Exploding treasury yields and a tanking dollar are unusual, especially during a volatile stock market crash.
- This unusual market behavior suggests something is fundamentally broken in the system.
Treasury Sales and Dollar Decline
- Foreigners selling treasuries and the basis trade blowing up are likely contributing to the unusual market behavior.
- This selling pressure on treasuries and the dollar explains the simultaneous drop in both.
Watch for Fed Intervention
- Observe market volatility in interest rates and the dollar.
- Anticipate the Federal Reserve's intervention, which historically reverses these bizarre moves.