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Started By
Message
Money printing is back.
Posted on 8/19/26 at 10:09 am
Posted on 8/19/26 at 10:09 am
The dollar taking a hit. Gold is up.
But treasuries are getting a relief.
But treasuries are getting a relief.
Loading Twitter/X Embed...
If tweet fails to load, click here. Posted on 8/19/26 at 10:33 am to TDFreak
Didn't think this was Warsh's thing.
Posted on 8/19/26 at 10:42 am to TDFreak
quote:
But treasuries are getting a relief.
Re-arranging the deck chairs on the Titanic.
Posted on 8/19/26 at 10:48 am to TDFreak
So basically they're admitting that nobody wants to buy our debt
Posted on 8/19/26 at 11:05 am to Bard
quote:Agreed.
Re-arranging the deck chairs on the Titanic.
Hard to think this is anything more than a delay of the inevitable. Buying yen. Buying treasuries. Doing everything it can to keep the yields under 5%
Shoulda seen this coming when the Fed ended its RMP program on Monday. A lot of demand dried up. Plus, data centers are flooding the bond market.
Personally I wonder if there might come some legislation that limits the amount of bonds the hyperscalers can issue. Or, somehow get a gentlemen’s agreement to stop issuing bonds.
Posted on 8/19/26 at 11:24 am to TDFreak
quote:
Repurchases of $2 billion will now be increased to "at least" $4 billion, the US Treasury said.
We spend more than that every day.
Posted on 8/19/26 at 11:37 am to TDFreak
Completely meaningless in volume, but the message seems to have gotten the result they were looking for.
BTC acting like a debasement hedge again all of sudden.
BTC acting like a debasement hedge again all of sudden.
Posted on 8/19/26 at 11:42 am to TDFreak
My buddies ragged on me for not selling all of my silver at $100. I’m on a long-term fade of the USD. There is no way out of the box.
This post was edited on 8/20/26 at 7:24 am
Posted on 8/19/26 at 11:42 am to TDFreak
Buybacks aren't really money printing. It's just swapping off the run USTs for new issuance with a net effect of temporarily slightly lower yields. Yields are down today more on the news that they're doing something than on the mechanics of the paltry buybacks which amounts to $4B in a $40T pool.
One step closer to overt yield curve control.
One step closer to overt yield curve control.
Posted on 8/19/26 at 12:38 pm to TDFreak
Did it ever go away?
Posted on 8/19/26 at 1:43 pm to Art Blakey
quote:
Buybacks aren't really money printing. It's just swapping off the run USTs for new issuance with a net effect of temporarily slightly lower yields.
How so? Isn't this essentially paying off one loan with another loan?
Posted on 8/19/26 at 3:12 pm to Bard
quote:
How so? Isn't this essentially paying off one loan with another loan?
The mechanics are every Wednesday they stage a reverse auction. Primary dealers offer older treasuries and Bessent spends $4B to buy the most attractive offers. Dealers are paid with the proceeds of recent new issuance. So yes, they are paying off one credit card with another to tamp down yields but it's more like a swap of new for old as opposed to direct debt monetization like the Fed QE during covid when they would buy $600B/week from dealers and banks with freshly printed money that immediately found its way into R/E and equity markets.
Imo it is the kissing cousin of money printing but not grossly overt money printing like the Fed QE of Bernanke, Yellen and Powell. We're getting there but we're not there yet. Warsh needs to pretend he's a hawk for another meeting or two before caving to the inevitable. And they probably won't ever call it QE again. It'll have a new name and probably different mechanics but it'll have the same effect. It will lower borrowing rates for our tits up govt and pump equities, gold and btc.
Posted on 8/19/26 at 3:17 pm to TDFreak
SLV and GLD with juicy moves today. Looking for a ramp up. This is a strong sign of currency debasement trade/narrative going mainstream
Posted on 8/19/26 at 3:43 pm to Upperdecker
quote:
currency debasement trade/narrative going mainstream
Once it's mainstream, it becomes a confidence crisis
Posted on 8/19/26 at 6:05 pm to Upperdecker
The gold train has left the station…. next stop $5k 
Posted on 8/19/26 at 7:43 pm to ynlvr
quote:
Didn't think this was Warsh's thing.
It’s the treasury, not the fed.
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