Things that caught my attention this week 20-Year Treasury open auction to raise $16B: Yields spiked due to a lack of demand—or maybe the market is pricing in growth due to tax cuts. It’s anyone's guess. Japanese bond yields are spiking too. Time will tell, but it feels like a regime shift after 10–15 years … Continue reading 5.24.2025 Tax cuts + QE to unleash animal spirits
Tag: politics
4.12.2025 Thoughts (What Might Be Happening continued…)
*This is a sequel to 3.15.2025 Thoughts (Text from that post is in orange) Trump’s Strategy: Negotiating aggressively, aiming to boost U.S. tariff revenue from $50B to $200B while keeping markets stable. Well April 2nd Tariff announced was a jolt to the market resulting in brutal sell off on 2nd (5%), 3rd (6%). The reciprocal … Continue reading 4.12.2025 Thoughts (What Might Be Happening continued…)
Uday Reddy 