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re: Fed’s Kashkari: Rising bond yields, falling dollar mean investors are moving away from US
Posted on 4/11/25 at 10:50 am to slackster
Posted on 4/11/25 at 10:50 am to slackster
Do to a trade deficit? That much trade deficit changes in a a short time that bond market responds this quickly? Products take longer to warehouse & ship let alone slack off than the raised tariffs have been in place. Take additional considerations that there is a trade imbalance every single year with all these places. I suspect a deficit in quality reporting while a imbalance of bonds being sold by particular companies that start with the letter China
1
Posted on 4/11/25 at 10:50 am to dgnx6
quote:
Between 2021 and 2025, the U.S. dollar's purchasing power has decreased by approximately 15.3%.
How does that compare to the worlds' currencies?
Posted on 4/11/25 at 10:51 am to slackster
quote:
Been an interesting week for the cut now crowd SDV. You got the cpi/ppi you needed but rates are not cooperating.
Wow i wonder why
They need to cut at least 1% this year
quote:
Fed's Kashkari says inflation will be temporary, workers will return
By Reuters
June 25, 2021
This post was edited on 4/11/25 at 10:57 am
Posted on 4/11/25 at 10:57 am to Mandtgr47
quote:
Just curious, do you nut jobs spend all day searching for news that could be portrayed as negative?
Posted on 4/11/25 at 10:58 am to dgnx6
quote:
Between 2021 and 2025, the U.S. dollar's purchasing power has decreased by approximately 15.3%.
Relatively to the 2021 dollar, yes. Thats factual. Currency strength or weakness is relative to other currencies though.
Posted on 4/11/25 at 10:58 am to Rtowntiger
Because emotional women only respond with knee jerk actions/words during short term situations.
Posted on 4/11/25 at 10:58 am to slackster
People dont want to invest in a country that elected a Sociopath, thats shocking.
Posted on 4/11/25 at 10:59 am to slackster
He didn’t even mention carry trades. Usually when you’re attempting to tell a story about why markets are doing xyz, it’s completely wrong.
Now, I will admit the current account is at its lowest since 2022 but I think that reinforces a dollar shortage/collateral issue abroad but indirect bids were extremely high last week during the auctions so it seems like he’s just completely wrong.
Now, I will admit the current account is at its lowest since 2022 but I think that reinforces a dollar shortage/collateral issue abroad but indirect bids were extremely high last week during the auctions so it seems like he’s just completely wrong.
Posted on 4/11/25 at 11:00 am to Nosevens
China selling or not buying treasuries in a vacuum is a problem though. Even if we blame them and/or Japan solely, they’re a decent chunk of Treasury demand and we’re definitely not going to be issuing fewer bonds in the foreseeable future. Demand is lowered and/or supply is increased and you can end up with a refinancing spiral.
We’re still far from that though.
We’re still far from that though.
Posted on 4/11/25 at 11:02 am to AGGIES
quote:
ond yields is specifically talking about Investing in US Treasury securities. We’ve learned that Japan recently sold a bunch of them. This movement indicates the belief that the US Treasury is no longer being viewed as the #1 safest investment.
That makes sense. Article is vague in referring to U.S. investment.
I don’t think Japan and China are selling bonds because they view it as not a safe investment. They’re doing it as a retaliatory move to the tariffs we imposed. The article is being disingenuous implying the sell off means treasury bonds are bad investments rather than acknowledging it was done as a move to put pressure on Trump to back off on tariffs short term
Posted on 4/11/25 at 11:10 am to slackster
They haven’t been net buyers since like 2012
Posted on 4/11/25 at 11:11 am to AGGIES
quote:
Bond yields is specifically talking about Investing in US Treasury securities. We’ve learned that Japan recently sold a bunch of them.
This movement indicates the belief that the US Treasury is no longer being viewed as the #1 safest investment.
We were also told that Japan dumped the securities in retaliation to the tariffs. That seems to be a more plausible explanation than the idea that they would sell them just because the US, while still an incredibly safe investment, slipped from #1. The US is the wealthiest and freeest country in the world. There's simply no way we could have fallen below #3 virtually overnight.
It would be the equivalent of panic selling stocks, and I think Japan is too stoic for that.
Posted on 4/11/25 at 11:28 am to deltaland
Yeah, I mostly agree. Not that the US is not safe, it’s more of an indicator of Japan’s unease about Trump‘s volatility.
China would be retaliatory.
The article was vague. I just happened to hear an interview where that exact same language was being used.
China would be retaliatory.
The article was vague. I just happened to hear an interview where that exact same language was being used.
Posted on 4/11/25 at 11:30 am to slackster
They hold less than 1 trillion of 36 trillion of this debt, Americans hold 30 trillion. I suspect when Doge is all said and done alot of funny things will come to light with this. Selling on a large scale is definitely hurting America without a doubt but unloading across the board could set off a chain of events that cannot be reversed till total destruction of all economies that depend on a trade. In that case living the country life or on a island somewhere could be completely desirable
Posted on 4/11/25 at 12:09 pm to slackster
quote:
Fed’s Kashkari: Rising bond yields, falling dollar mean investors are moving away from US
What has he got to say about China devaluing their own currency? I'm told it makes their goods more likely to be imported
Why is that the exact opposite for the US?
Because Fed, and playing politics. Thats why. This are the same group that never raised the rate once, during the black guys 2 terms. Things that make you say hmmmmmm
Posted on 4/11/25 at 12:17 pm to cajuntiger1010
quote:
Its at the same level it was in December.
certain of Trump NON-supporters find disaster on common and natural shifts
they support howling about marxism and I suppose, as they are told, to attack goodness for the USA
people will see through their charade as we see through it here
even Bibi is crouching by the news reporting?
Posted on 4/11/25 at 12:19 pm to Houag80
quote:
You cannot trust CNBC.
I'm interested to know who we can trust, because it seems as if that list is short. I guess we could wait for one of the "influencer" hacks to pick up on this article and pass the info off as their own? This place loves that, even when the original source is a journalist working for an unapproved outlet they all eat it up. Maybe we should get a pinned thread of vetted and approved sources.
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