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re: Great Depression averted thanks to Japanese Hedge Fund's sacrifice

Posted on 4/10/25 at 12:38 am to
Posted by wutangfinancial
Treasure Valley
Member since Sep 2015
11958 posts
Posted on 4/10/25 at 12:38 am to
All I can think of is the low participation in direct bidding on the last two Treasury auctions. Very strange stuff. I’m wondering what that standing repo facility is looking like after today.
Posted by bigjoe1
Member since Jan 2024
1863 posts
Posted on 4/10/25 at 6:55 am to
quote:

If Japan as a state actor actually weaponized the 10 year last night, then I think the only fair thing to say is that he caved to that move.


21st century version of Pearl Harbor.
I'd guess Japan may have a bit of advantage in negotiations as we'll need them to purchase new debt.
Posted by slackster
Houston
Member since Mar 2009
91838 posts
Posted on 4/10/25 at 7:09 am to
quote:

If Japan as a state actor actually weaponized the 10 year last night, then I think the only fair thing to say is that he caved to that move.


Maybe, but we have no proof of that.
Posted by Thecoz
Member since Dec 2018
3965 posts
Posted on 4/10/25 at 7:43 am to
“NASDAQ call volume spiked minutes before the 90 day tariff pause was announced.”

Needs to be investigated as do All politicians ( and family /friends) stock market activity out if norm for the last few days and specific hours..

Insider stuff is pretty broad in its description .. .. remember Martha Stuart..
Posted by DawgCountry
Great State of GA
Member since Sep 2012
33337 posts
Posted on 4/10/25 at 8:04 am to
quote:

which caused Trump to cave


never change.
Posted by bigjoe1
Member since Jan 2024
1863 posts
Posted on 4/10/25 at 8:21 am to
quote:

Maybe, but we have no proof of that.


Volume of that magnitude came from more than a small hedge fund.
Posted by Big Scrub TX
Member since Dec 2013
39853 posts
Posted on 4/10/25 at 11:25 am to
quote:

never change
GTFO and take that shite to the Poliboard. I'm calling them like I see them, not trying to score points.

You'd have to be pretty blind to believe a major shift was just 100% coincidentally on the heels of a bond market bloodbath.
Posted by DawgCountry
Great State of GA
Member since Sep 2012
33337 posts
Posted on 4/10/25 at 11:29 am to
I’m just doing the same. But carry on with your OMB rant
Posted by Big Scrub TX
Member since Dec 2013
39853 posts
Posted on 4/10/25 at 11:47 am to
quote:

But carry on with your OMB rant
Where did I ever say OMB? I said OM caved on one thing due to the bond market. YOU are the one carrying some emotional baggage with a simple observation.
Posted by GeauxTigers123
Member since Feb 2007
3673 posts
Posted on 4/11/25 at 2:28 pm to
quote:

A large hedge fund had the strategy of doing a highly leveraged relative value trade which caused them to be very long US Treasuries. It got blown up and the were forced to reverse out of it, which meant they had to sell a shite ton of bonds...which the market couldn't absorb in such a short period...which caused yields to blow out at historic speeds...which caused Trump to cave.


Could someone dumb it down even more for me?
Posted by leeman101
Huntsville, AL
Member since Aug 2020
2644 posts
Posted on 4/11/25 at 3:23 pm to
quote:

A large hedge fund had the strategy of doing a highly leveraged relative value trade which caused them to be very long US Treasuries. It got blown up and the were forced to reverse out of it, which meant they had to sell a shite ton of bonds...which the market couldn't absorb in such a short period...which caused yields to blow out at historic speeds...which caused Trump to cave.


Sounds like strategy from the movie "Margin Call." Great meeting scene.
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