FedNow Liquidity Glitch Triggers Hidden Dollar Squeeze—Crypto Stablecoins Feel Burn
The recent FedNow liquidity glitch has sent ripples through the financial landscape, revealing a hidden dollar squeeze that many investors…
Category: Stock Market News
Hidden Treasury Repo Spike Signals 200 bps September Hike—Dollar Gains 2% After-Hours
The recent spike in the Treasury repo market has sent ripples through the financial landscape, hinting at a potential 200…
AI Boom Meets 6% Policy Rate—Venture Burn Rates Double Overnight, Late-Stage IPO Window Slams
The year 2025 has ushered in a new era of financial turbulence, one that is marked by the dual forces…
Muni Exodus Week 11: Rich AAA 10-Yr at 92% Treasuries—Smart Money Front-Runs the 2025 Tax-Hike Headlines
As we dive into the eleventh week of what can only be described as a municipal bond exodus, the numbers…
Hidden $400 bn Short-Dollar Debt—EM Corp Refi Window Slams Shut
The recent surge in the U.S. dollar has unveiled a hidden layer of complexity within emerging market (EM) corporate debt,…
YCC Sneak Tweak Spikes 10-yr JGB to 1.25%—Global Bond Rout Goes Viral
In a world where central banks are often seen as the guardians of financial stability, Japan’s recent adjustments to its…
Meta Ad Revenue Jumps, but 30% Comes from Chinese E-Commerce—Geopolitical Time Bomb?
In the ever-evolving landscape of digital advertising, Meta Platforms Inc. has recently reported a significant surge in its advertising revenue,…
JPMorgan: Hidden Dollar Liquidity Keeps 2Y Yield 40 bps Below Fed Funds—Buy Russell 2000 Now?
The Liquidity Mirage: Why the Front End is Mispriced The 2-year Treasury note closed Friday at 4.72 %, roughly 38…
Hedge-Fund Secret: Arbitraging CNY-CNH Spread Yields 9% Risk-Free in One Week
The Spread That Refuses to Die Last Tuesday the offshore yuan (CNH) closed 1,060 pips weaker than its onshore sibling…
AMZN, HD, KO Line Up Century Deals After 5% Forever Mania Ignites
Duration Shock Reframes Mega-Cap Risk Premium The 5% forever narrative—10-year Treasury yields pinned above 5% in forward swaps through 2026—has…