Stabilizing Tokyo = Stabilizing U.S. Bonds! Global Attention: Will Bessent's Visit to Japan 'Remotely Control' Japanese Policy Again?

According to informed sources, Bessent held an exchange with Japanese Finance Minister Satsuki Katayama on the sidelines of the World Economic Forum, which was regarded by Japanese officials as a "rebuke" rather than a routine meeting. One of the informed sources stated that Bessent spoke so rapidly that Katayama's accompanying recorder could hardly keep up.

cls.cnMay 12 11:19

New Bond King: Preparing for U.S. 'Debt Restructuring'; Hassett: U.S. Debt Default 'Impossible in a Million Years'

The 'New Bond King' Jeffrey Gundlach is quietly adjusting his investment portfolio to prepare for a scenario with extremely low probability but severe consequences – unilateral debt restructuring by the U.S. government. The White House quickly issued a strong denial. According to Bloomberg, Gundlach stated that if the U.S. falls into a severe recession in the future, the government might be forced to restructure its debt to reduce interest payments. To this end, he has replaced high-coupon Treasury bonds with the lowest-coupon equivalents of the same maturity in his flagship fund – in the event that the government forcibly lowers the coupon rate, the losses on low-coupon bonds will be significantly smaller than those on high-coupon bonds. He gave an example, saying the government could unilaterally lower the coupon from 4 without changing the maturity period.

wallstreetcnMay 9 01:34

Did Japan sell U.S. Treasuries to intervene in the foreign exchange market? A reduction of $8.7 billion in U.S. Treasuries held by the Federal Reserve triggered market speculation.

①As of the week ending May 6, the tradable U.S. Treasury securities held in custody by the Federal Reserve for foreign official institutions and international accounts decreased by $8.7 billion to $2.73 trillion; ②According to reports, U.S. Treasury Secretary Bessent is planning to visit Japan next Monday, with exchange rate issues expected to be one of the main topics.

cls.cnMay 8 23:48

The 30-year U.S. Treasury yield surged above 5%! Wall Street has already raised widespread alarms.

①The yield on 30-year U.S. Treasury bonds broke through 5% this week, raising concerns about the pressure on U.S. debt; ②In the past three years, the yield on 30-year U.S. Treasury bonds approached or broke through 5% four times, each time causing a short-term shock to the stock market; ③Reasons for the increase in U.S. Treasury yields this time include the U.S.-Iran conflict, inflation concerns, large supplies of government bonds, and the leadership transition at the Federal Reserve. If the upward trend continues, it could impact various sectors such as real estate and small-cap stocks.

cls.cnMay 5 23:23

As Congress exerts pressure and the 60-day deadline approaches, a senior U.S. official claimed that hostile actions against Iran have concluded.

Despite senior officials of the Trump administration claiming that "hostilities have ended," the U.S. blockade targeting the Strait of Hormuz has not ceased, with the U.S. Defense Secretary even asserting that Congressional authorization is unnecessary to continue the operation...

Golden10 DataMay 1 11:32

Express News | U.S. government officials: 'Hostilities that began on February 28 have ended.'

BreakingsMay 1 08:49