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🚨 Scott Bessent Just Gave A Terrifying Statement For The Markets: “I cannot control the bond market”… and “the house doesn’t win every hand.” When asked if he regrets saying “I am the house now,” Scott Bessent admitted that the house doesn’t win every hand. He also openly admits...

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Stern Drew

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146,879 görüntüleme • 26 gün önce •via X (Twitter)

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‼️LIVE FEED‼️#SilverisMoney on #Telegram profil fotoğrafı
‼️LIVE FEED‼️#SilverisMoney on #Telegram26 gün önce

ALL BY DESIGN....

Dumitrescu Octavian Nicolae profil fotoğrafı
Dumitrescu Octavian Nicolae26 gün önce

When the U.S. Treasury Secretary walks back the most arrogant statement in modern financial history, it is not a momentary lapse in confidence, it is a macroeconomic white flag. Going from weaponizing asymmetric information and declaring "I am the house" to openly pleading with traders to "slow down and think" is a terrifying concession. It signals that the sheer mathematical gravity of the global debt market has finally overwhelmed Washington’s ability to manipulate it. Bessent completely miscalculated Tokyo’s resolve. He assumed the Bank of Japan would simply swallow imported inflation and hold their $1.4 trillion in U.S. paper like obedient vassals to prevent a crisis. Instead, Japan called his bluff. By aggressively repatriating their capital and immediately breaking foreign debt markets like France along the way, Tokyo proved they aren't just betting against the house anymore, they are actively demolishing its foundation. For institutional traders, this admission is absolute blood in the water. By confessing that he cannot control the bond market, Bessent has effectively broadcasted that the Treasury has no hidden bazooka left to deploy. The market operates on pure predatory physics, and every seasoned trader knows that begging for market rationality is exactly what central planners do right before the dam breaks entirely. We are no longer just watching a localized sovereign debt crisis; we are witnessing the onset of a systemic global liquidity freeze. When the chief architect of the world's financial plumbing admits the ship is adrift, it guarantees that the violent unwinding of the global carry trade will rapidly accelerate. The house didn't just lose a hand, the entire casino is catching fire.

darkfillnz profil fotoğrafı
darkfillnz26 gün önce

A Treasury Secretary admitting impotence is the milestone credibility goes from assumed to priced in one quote. You can dare traders to fight you, but you can't dare your creditors to stay. Japan's answer was the dump Bessent tried to prevent. The house folded its own hand.

CFLguy profil fotoğrafı
CFLguy26 gün önce

Bessent is too good at what he does to let his mouth write a check he can't cash. Makes me believe he said what he said for a reason. Maybe not an obvious reason at the moment but I think at some point, in hindsight, it will be crystal clear.

Ben Skala profil fotoğrafı
Ben Skala26 gün önce

That's ironically funny. Bessent cut his teeth as a buddy of Soros and his experience is in making guaranteed trades. No sooner then he made the house remark, the market tested him and he lost.

Kimbal profil fotoğrafı
Kimbal26 gün önce

The interesting part is not that Bessent admits he cannot control the bond market. Of course he can’t. The interesting part is the contrast with his earlier “I am the house” comment. Bessent, who once helped Soros bet against sterling, knows exactly how much of market control is about signalling. “I have asymmetric information” was a warning to traders: I know what Japan is going to do, so don’t bet against me. That may well be a calculated bluff. Washington has every incentive to keep Japan from becoming a forced seller of its enormous Treasury holdings. But if rising JGB yields trigger genuine private-sector repatriation, asymmetric information won’t stop it. You can bluff the market. You can’t repeal relative value. France may simply be the first place where Japanese repatriation becomes visible. But if the relative-value shift towards JGBs continues, there is no reason to assume Treasuries will remain immune.

Tang Talks | 大唐天下 profil fotoğrafı
Tang Talks | 大唐天下26 gün önce

The guy calling himself the house just admitted the cards are not his.

Kadir öztürk profil fotoğrafı
Kadir öztürk26 gün önce

Scott Bessent 8 Eylül 2026’da SMU’da, yen müdahalesinden bahsederken “asimetrik bilgiye sahibim, artık ev benim, istersen bana karşı bahis oyna” dedi. Bu, genel olarak tahvil piyasasını yönettiği iddiası değildi. ABD’nin Temmuz sonundaki ortak yen alımında Japonya ve BoJ’nin ne yapacağını önceden bildiğini söylüyordu. 3 Ekim’de Axios’a verdiği röportajda bunu geri çekti: “Ev her eli kazanmaz… ev olasılıklara göre oynar. Zamanla kazanırsın.” Ve ekledi: “Tahvil piyasasını kontrol edemem. Yapabileceğim şey insanları yavaşlatıp düşündürmek.” Aynı röportajda yükselişin ABD’ye özgü olmadığını, Hazine tahvillerinin küresel olarak en iyi performans gösterenlerden olduğunu ve insanların ABD tahvili satıp Alman veya Japon tahvili almadığını söyledi. Bu, panik itirafı değil. Ağustos–Eylül’de uzun vadeli tahvil geri alımlarını (önce yaklaşık 4, sonra 6 milyar dolarlık dilimler) artırdı, getiri yine yükseldi, 10 yıllık kısa süre %5’i, 30 yıllık yaklaşık %5,3’ü gördü. Piyasa blöfünü gördü; o da “evi ben yönetiyorum” söylemini yumuşattı. FT ve New York Times de tam bunu yazdı: günlük cirosu trilyon dolar olan piyasada birkaç milyarlık alım denge fiyatını belirlemez.

wurzelofoz 💎 profil fotoğrafı
wurzelofoz 💎26 gün önce

When used to think, this was the smartest guy in the room.

Getting screwed profil fotoğrafı
Getting screwed26 gün önce

Theoretically speaking, if the US prints 40T total M2, there will be no bond crisis.

🌩️ profil fotoğrafı
🌩️26 gün önce

yeah so? would've happened anyways.

Pepecoin Hawaii profil fotoğrafı
Pepecoin Hawaii26 gün önce

It shouldn’t be a casino

MacroBlueCheck profil fotoğrafı
MacroBlueCheck26 gün önce

He's gambling with our livliehoods

Armon Turner Echols profil fotoğrafı
Armon Turner Echols26 gün önce

Trump is being a whole lot less truthful when he says “I will reduce the debt with inflation”—that’s the same old same old that the Fed has done since it was created!

Dolvizor profil fotoğrafı
Dolvizor26 gün önce

He admitted it’s a casino too

Neeraj Goel profil fotoğrafı
Neeraj Goel26 gün önce

this arrogant person should definitely come to on its knees

Barrie profil fotoğrafı
Barrie26 gün önce

OOPS, NOW PEDDLING BACK, BECAUSE HE KNOWS THE BOND MARKET DOES NOT TAKE PRISONERS, AND THE RUSH TO LEAVE THE USA CASINO OF T-BILLS HAS STARTED IN EARNEST.... A BIT LIKE THE BLACK PLAGUE, YOU COULD SMELL IT AND RAN AS FAST AS THEY COULD AWAY FROM IT!.

Chris Jordan profil fotoğrafı
Chris Jordan26 gün önce

Of course Bessent doesn’t control the bond market. It’s laughable hubris to claim he’s the house. Neither does Warsh control interest rates via overnight lending. Their only real tools are jawboning, manipulation, and printing.

DizNutts profil fotoğrafı
DizNutts26 gün önce

We are governed by idiots in WhiteHouse. Fucking stupid people

Gerald Commissiong profil fotoğrafı
Gerald Commissiong26 gün önce

Can he just get off TV

Simon Says profil fotoğrafı
Simon Says26 gün önce

lol

Sam Broker profil fotoğrafı
Sam Broker26 gün önce

The bond market is the ultimate referee. Bessent admitting he can't control it is just reality catching up. The BoJ situation is the real wildcard here — if they lose control of the yen, global liquidity gets tight fast. Nobody wins that hand.

StockWiz ⏱💣💥 profil fotoğrafı
StockWiz ⏱💣💥26 gün önce

@grok is this bullish for alternative currencies including bitcoin?

greatescapex profil fotoğrafı
greatescapex26 gün önce

So the fed will print to save markets

Daniel profil fotoğrafı
Daniel26 gün önce

All the money is at negative yielding , negative cash flow hypercancer equities. The dollar is up. Everything is temporary but debt.

Kadir öztürk profil fotoğrafı
Kadir öztürk26 gün önce

Asıl gerilim ne? Gerçek sorun tiyatro değil, faiz faturası. ABD borç stoku çok büyük, İran savaşı fiyat baskısını canlı tutuyor, açıklar sürüyor, Bessent’ın elindeki araç (geri alım, sözlü müdahale) piyasayı zorlamaya yetmiyor. %5 civarı 10 yıllık, son 50 yılın standartlarına göre olağanüstü bir çöküş seviyesi değil; ihalelerde talep de kopmuş değil. Economist de işlevsiz bir tahvil piyasasının başka piyasaları da kıracağını, bugün bunun görülmediğini yazdı. Korkutucu olan kısım şu: Hazine bakanı getiri eğrisini aşağı itmeye çalışıp başaramadı ve bunu kabul etti. Bu, “borç piyasası bugün çöküyor” demek değil. Borçlanma maliyetinin siyasi ve mali olarak rahatsız edici hale geldiğini, Washington’un bunu söz ve küçük alımlarla bastıramadığını gösteriyor. Asıl kaldıraç, açık ve enflasyon beklentisi; ikisi de bu açıklamayla değişmiyor.

Benzer Videolar

🚨 THE U.S. IS PRINTING DOLLARS TO STOP JAPAN FROM DUMPING $1.4 TRILLION IN U.S. DEBT Multiple U.S.–Japan interventions failed to save the yen Now Treasury Secretary Scott Bessent is warning the Fed: Expand FIMA for Japan or watch the yen collapse and drag the Treasury market down with it The plan is simple: Japan gives its U.S. bonds to the Fed The Fed prints dollars against them Japan sells those dollars and buys yen This lets Tokyo defend its currency without dumping its entire $1.4 TRILLION Treasury position into the market Because if Japan starts selling at that scale, global liquidity disappears And here is the insane part: The U.S. is effectively printing dollars to absorb the same U.S. debt Japan wants to sell Japan unloads the bonds America prints the money And the Fed takes the debt onto its own books THIS IS HOW THEY ARE TRYING TO HIDE A GLOBAL LIQUIDITY CRISIS
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🚨 THE U.S. IS PRINTING DOLLARS TO STOP JAPAN FROM DUMPING $1.4 TRILLION IN U.S. DEBT Multiple U.S.–Japan interventions failed to save the yen Now Treasury Secretary Scott Bessent is warning the Fed: Expand FIMA for Japan or watch the yen collapse and drag the Treasury market down with it The plan is simple: Japan gives its U.S. bonds to the Fed The Fed prints dollars against them Japan sells those dollars and buys yen This lets Tokyo defend its currency without dumping its entire $1.4 TRILLION Treasury position into the market Because if Japan starts selling at that scale, global liquidity disappears And here is the insane part: The U.S. is effectively printing dollars to absorb the same U.S. debt Japan wants to sell Japan unloads the bonds America prints the money And the Fed takes the debt onto its own books THIS IS HOW THEY ARE TRYING TO HIDE A GLOBAL LIQUIDITY CRISIS

Leshka.eth ⛩

160,339 görüntüleme • 2 ay önce

🚨 JAPAN IS DUMPING U.S. DEBT AND THE U.S. TREASURY IS PRINTING DOLLARS TO COVER IT UP After multiple failed joint U.S.-Japan interventions to save the yen, U.S. Treasury Secretary warned the Fed to expand the FIMA facility to Japan or watch the yen collapse and drag U.S. Treasuries down with it. Scott Bessent found a way to lend Japan U.S. dollars to dump it and buy yen without dumping the $1.4 Trillion treasuries they hold. If Japan sells their U.S. treasuries holdings, it’s a full-blown global liquidity crisis. But look at the irony… The US Treasury is printing dollars to purchase US Treasury bonds held by Japan. Effectively, Japan is selling off its US Treasuries, while the US is handling that sell-off by printing money and taking those bonds onto its own books.
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🚨 JAPAN IS DUMPING U.S. DEBT AND THE U.S. TREASURY IS PRINTING DOLLARS TO COVER IT UP After multiple failed joint U.S.-Japan interventions to save the yen, U.S. Treasury Secretary warned the Fed to expand the FIMA facility to Japan or watch the yen collapse and drag U.S. Treasuries down with it. Scott Bessent found a way to lend Japan U.S. dollars to dump it and buy yen without dumping the $1.4 Trillion treasuries they hold. If Japan sells their U.S. treasuries holdings, it’s a full-blown global liquidity crisis. But look at the irony… The US Treasury is printing dollars to purchase US Treasury bonds held by Japan. Effectively, Japan is selling off its US Treasuries, while the US is handling that sell-off by printing money and taking those bonds onto its own books.

Stern Drew

267,173 görüntüleme • 2 ay önce

Bessent: "I can't control the bond market. What I can do is try to get people to slow down and think." "What I meant by 'I am the house' is that I have superior information."
1:27

Bessent: "I can't control the bond market. What I can do is try to get people to slow down and think." "What I meant by 'I am the house' is that I have superior information."

Nick Timiraos

1,109,394 görüntüleme • 27 gün önce

🚨 Scott Bessent Just Warned The Fed Of An Energy Supply Shock: This Is A Really Terrifying Warning For The Markets U.S. Treasury Secretary Scott Bessent has warned of an energy supply shock and urged the Federal Reserve to keep an “open mind” on interest rates. That warning comes at an extraordinarily dangerous moment for the global financial system. U.S. Debt has reached $40 Trillion with Treasury yields being at record highs. Oil is elevated above $100 despite reassurances that oil is flowing through strait of Hormuz to pre-war levels. And the Federal Reserve faces an increasingly uncomfortable choice. Fight inflation and risk crushing the economy OR tolerate inflation and risk losing control of the bond market. America is on course to spend more than $1 TRILLION annually in interest payments… just servicing its debt. READ THAT NUMBER AGAIN. Every 25bps hike by the Fed increases interest expense by almost a $100 Billion. That means refinancing pressure is a serious vulnerability. Japan could become the trigger for a global liquidity shock. BoJ and Finance Minister have warned that they will not hold back any longer from protecting their own economic interests after Scott Bessent held them from liquidating their $1.4 Trillion in U.S. Treasury holdings. He even went on to expand Fed’s FIMA facility to Japan, dump dollars and euros to prop up the yen. A liquidation from BoJ could literally collapse the debt market through the yen carry trade unwinding. Japan’s Yuto 🇯🇵 warned that the “allies”, which is the U.S., is finding a scapegoat like AI, cyberattacks or oil crisis to collapse the current economic order.: SCOTT BESSENT JUST CONFIRMED IT‼️ All financial crises are engineered by the central banks, IMF, BIS and G-SIBs. They’re planning something far bigger this time because the condition is worse, not better.
0:22

🚨 Scott Bessent Just Warned The Fed Of An Energy Supply Shock: This Is A Really Terrifying Warning For The Markets U.S. Treasury Secretary Scott Bessent has warned of an energy supply shock and urged the Federal Reserve to keep an “open mind” on interest rates. That warning comes at an extraordinarily dangerous moment for the global financial system. U.S. Debt has reached $40 Trillion with Treasury yields being at record highs. Oil is elevated above $100 despite reassurances that oil is flowing through strait of Hormuz to pre-war levels. And the Federal Reserve faces an increasingly uncomfortable choice. Fight inflation and risk crushing the economy OR tolerate inflation and risk losing control of the bond market. America is on course to spend more than $1 TRILLION annually in interest payments… just servicing its debt. READ THAT NUMBER AGAIN. Every 25bps hike by the Fed increases interest expense by almost a $100 Billion. That means refinancing pressure is a serious vulnerability. Japan could become the trigger for a global liquidity shock. BoJ and Finance Minister have warned that they will not hold back any longer from protecting their own economic interests after Scott Bessent held them from liquidating their $1.4 Trillion in U.S. Treasury holdings. He even went on to expand Fed’s FIMA facility to Japan, dump dollars and euros to prop up the yen. A liquidation from BoJ could literally collapse the debt market through the yen carry trade unwinding. Japan’s Yuto 🇯🇵 warned that the “allies”, which is the U.S., is finding a scapegoat like AI, cyberattacks or oil crisis to collapse the current economic order.: SCOTT BESSENT JUST CONFIRMED IT‼️ All financial crises are engineered by the central banks, IMF, BIS and G-SIBs. They’re planning something far bigger this time because the condition is worse, not better.

Stern Drew

60,724 görüntüleme • 2 gün önce

🚨 WARNING: SOMETHING TERRIBLE JUST HAPPENED Japan just hit the panic button. They dumped over $70 BILLION in U.S. Treasuries again. The BOJ is threatening to crash the entire market if the yen continues to collapse. If you hold any assets right now, you MUST read this today: The U.S. Treasury Secretary openly dared traders to short the yen. BUT JAPAN IS NOT PLAYING DEFENSE ANYMORE. In response, The BoJ and Japan's finance ministry have threatened bold action to defend the yen. Then Washington stepped in. The U.S. Treasury intervened as fears grew that aggressive Japanese tightening or large Treasury sales could send shockwaves through global bond markets and liquidity. Now both sides are talking like they control the outcome. One man says he is the house. The other says Japan is ready to bring the house down. And that's where things get extremely dangerous. Japan is sitting on massive foreign reserves. The yen is under pressure. The BoJ is preparing to tighten policy. And Japan's finance ministry is threatening intervention. But this is no longer just about the yen. It is about the world's biggest hidden carry trade. For years, traders have borrowed cheaply in yen and deployed that capital across global markets. When Japan tightens financial conditions, that trade starts moving in reverse. Yen funding becomes more expensive. Carry trades start unwinding. Global assets come under pressure. Treasury markets absorb additional selling. And liquidity starts disappearing. That is the chain reaction markets are watching. → Japan threatens yen intervention → BoJ prepares tighter policy → Yen funding costs rise → Carry trades unwind → Global liquidity comes under pressure → Treasury markets absorb more selling → Financial markets face a much larger shock The next few weeks will be MUCH bigger than another BoJ rate decision. The world's biggest hidden carry trade is about to collide. And when that happens, someone gets margin-called. Most people won't understand why markets are crashing until it's already happening. I’ve studied markets for over a decade and called nearly every major top and bottom. If you want to survive the 2026 cycle, follow and turn notifications on. I warned you before. And I'll warn you again soon. A lot of people will wish they paid attention earlier.
0:27

🚨 WARNING: SOMETHING TERRIBLE JUST HAPPENED Japan just hit the panic button. They dumped over $70 BILLION in U.S. Treasuries again. The BOJ is threatening to crash the entire market if the yen continues to collapse. If you hold any assets right now, you MUST read this today: The U.S. Treasury Secretary openly dared traders to short the yen. BUT JAPAN IS NOT PLAYING DEFENSE ANYMORE. In response, The BoJ and Japan's finance ministry have threatened bold action to defend the yen. Then Washington stepped in. The U.S. Treasury intervened as fears grew that aggressive Japanese tightening or large Treasury sales could send shockwaves through global bond markets and liquidity. Now both sides are talking like they control the outcome. One man says he is the house. The other says Japan is ready to bring the house down. And that's where things get extremely dangerous. Japan is sitting on massive foreign reserves. The yen is under pressure. The BoJ is preparing to tighten policy. And Japan's finance ministry is threatening intervention. But this is no longer just about the yen. It is about the world's biggest hidden carry trade. For years, traders have borrowed cheaply in yen and deployed that capital across global markets. When Japan tightens financial conditions, that trade starts moving in reverse. Yen funding becomes more expensive. Carry trades start unwinding. Global assets come under pressure. Treasury markets absorb additional selling. And liquidity starts disappearing. That is the chain reaction markets are watching. → Japan threatens yen intervention → BoJ prepares tighter policy → Yen funding costs rise → Carry trades unwind → Global liquidity comes under pressure → Treasury markets absorb more selling → Financial markets face a much larger shock The next few weeks will be MUCH bigger than another BoJ rate decision. The world's biggest hidden carry trade is about to collide. And when that happens, someone gets margin-called. Most people won't understand why markets are crashing until it's already happening. I’ve studied markets for over a decade and called nearly every major top and bottom. If you want to survive the 2026 cycle, follow and turn notifications on. I warned you before. And I'll warn you again soon. A lot of people will wish they paid attention earlier.

0xNobler

139,471 görüntüleme • 1 ay önce

🚨 THE U.S. IS SECRETLY PRINTING DOLLARS TO STOP JAPAN FROM DUMPING $1,400,000,000,000 IN U.S. TREASURIES Multiple coordinated U.S.-Japan interventions already FAILED to save the yen. Now Treasury Secretary Scott Bessent is practically BEGGING the Fed: Expand FIMA for Japan… or watch the yen collapse and take the entire Treasury market down with it. Here’s the quiet part they’re not saying out loud: Japan hands its massive pile of U.S. bonds straight to the Fed. The Fed prints brand-new dollars against them. Japan takes those dollars and buys yen to prop up its dying currency. Result? Tokyo gets to defend the yen WITHOUT flooding the market with $1.4 TRILLION of U.S. debt. Because if Japan actually starts selling at that scale… global liquidity vanishes overnight. Yields explode. Markets freeze. Contagion everywhere. And the truly insane part? The United States is printing dollars to absorb the exact same U.S. debt that Japan is trying to unload. Japan dumps the bonds. America prints the money. The Fed quietly loads the debt onto its own balance sheet. This is a controlled demolition of the truth. They are using the printing press to paper over a global liquidity crisis before the public realizes the system is already cracking. The numbers don’t lie. The silence does.
0:20

🚨 THE U.S. IS SECRETLY PRINTING DOLLARS TO STOP JAPAN FROM DUMPING $1,400,000,000,000 IN U.S. TREASURIES Multiple coordinated U.S.-Japan interventions already FAILED to save the yen. Now Treasury Secretary Scott Bessent is practically BEGGING the Fed: Expand FIMA for Japan… or watch the yen collapse and take the entire Treasury market down with it. Here’s the quiet part they’re not saying out loud: Japan hands its massive pile of U.S. bonds straight to the Fed. The Fed prints brand-new dollars against them. Japan takes those dollars and buys yen to prop up its dying currency. Result? Tokyo gets to defend the yen WITHOUT flooding the market with $1.4 TRILLION of U.S. debt. Because if Japan actually starts selling at that scale… global liquidity vanishes overnight. Yields explode. Markets freeze. Contagion everywhere. And the truly insane part? The United States is printing dollars to absorb the exact same U.S. debt that Japan is trying to unload. Japan dumps the bonds. America prints the money. The Fed quietly loads the debt onto its own balance sheet. This is a controlled demolition of the truth. They are using the printing press to paper over a global liquidity crisis before the public realizes the system is already cracking. The numbers don’t lie. The silence does.

Pumpius

63,213 görüntüleme • 2 ay önce

🚨 U.S. Treasury Secretary Scott Bessent Just WARNED The Fed: Expand the FIMA facility NOW or watch the yen collapse and drag U.S. Treasuries down with it. Japan is bleeding. The U.S. already intervened once… and it failed. Bessent is telling the Fed: “Help prop up the yen with dollar loans or Japan starts dumping American debt.” Now Bessent is publicly pushing the Fed to expand its FIMA repo facility so Japan can borrow massive dollars against its Treasuries, instead of selling them. This isn’t cooperation. This is desperation. What’s really going on: Japan holds over a trillion in U.S. debt. Selling even part of it would spike yields and crush markets. So Bessent wants Fed liquidity to paper over the problem. Extremely risky long-term, terrifying consequences: • Erases Fed independence as the Treasury publicly pressures it to expand facilities for a foreign crisis. • Signals the world’s second-biggest U.S. debt holder is in deep trouble. Markets will test how far this goes. • Turns a temporary tool into a permanent backdoor bailout. The market will force ever-larger interventions. • Risks accelerating a loss of confidence in both the yen and the dollar. BoJ Banker Yuto had earlier warned about forced U.S. interventions and it did indeed happen. He also warned that BoJ has discussed the worst case scenario that considers collapse of creditors trust on U.S. dollars but Washington will never let that happen. The famous City of London banker Lord Belgrave had dropped this exact playbook at the start of the year, suggesting this crisis could very well be planned. He had also revealed that most of the financial crisis are engineered by central banks and IMF. These backstops rarely stop the crisis, they just make the eventual reckoning far bigger.
0:22

🚨 U.S. Treasury Secretary Scott Bessent Just WARNED The Fed: Expand the FIMA facility NOW or watch the yen collapse and drag U.S. Treasuries down with it. Japan is bleeding. The U.S. already intervened once… and it failed. Bessent is telling the Fed: “Help prop up the yen with dollar loans or Japan starts dumping American debt.” Now Bessent is publicly pushing the Fed to expand its FIMA repo facility so Japan can borrow massive dollars against its Treasuries, instead of selling them. This isn’t cooperation. This is desperation. What’s really going on: Japan holds over a trillion in U.S. debt. Selling even part of it would spike yields and crush markets. So Bessent wants Fed liquidity to paper over the problem. Extremely risky long-term, terrifying consequences: • Erases Fed independence as the Treasury publicly pressures it to expand facilities for a foreign crisis. • Signals the world’s second-biggest U.S. debt holder is in deep trouble. Markets will test how far this goes. • Turns a temporary tool into a permanent backdoor bailout. The market will force ever-larger interventions. • Risks accelerating a loss of confidence in both the yen and the dollar. BoJ Banker Yuto had earlier warned about forced U.S. interventions and it did indeed happen. He also warned that BoJ has discussed the worst case scenario that considers collapse of creditors trust on U.S. dollars but Washington will never let that happen. The famous City of London banker Lord Belgrave had dropped this exact playbook at the start of the year, suggesting this crisis could very well be planned. He had also revealed that most of the financial crisis are engineered by central banks and IMF. These backstops rarely stop the crisis, they just make the eventual reckoning far bigger.

Stern Drew

984,091 görüntüleme • 2 ay önce

🚨 WARNING: SOMETHING EXTREMELY BAD JUST HAPPENED Japan has started the biggest yen intervention in history. The U.S. is now printing dollars to stop Japan from dumping $1.2 TRILLION in U.S. debt. If the yen crashes again, the entire market will collapse. Stocks will dump. Metals will dump. Bitcoin will dump even harder. And this is NOT normal. Here's what's really happening right now: Japan gives its U.S. Treasury bonds to the Fed. The Fed prints dollars against those bonds. Japan sells those dollars and buys yen. This lets Tokyo defend its currency without dumping its entire $1.2 TRILLION Treasury position into the market. Because if Japan starts selling at that scale, global liquidity disappears. And the pressure is coming from everywhere. Higher Japanese rates are pulling capital back home. A weaker yen is making imports more expensive. Japan's massive government debt makes higher borrowing costs increasingly painful. And Japanese investors are sitting on trillions of dollars in foreign assets. That creates enormous pressure to bring money back into Japan. But here's the insane part: If Japan dumps Treasuries, bond prices fall and yields rise. Higher Treasury yields push global borrowing costs higher. Liquidity tightens. Risk assets come under pressure. And the shock spreads from bonds into stocks, real estate, crypto, and credit markets. So the U.S. is effectively printing dollars to absorb the same U.S. debt Japan wants to sell. Japan dumps the bonds. America prints the money. And the Fed takes the debt onto its own books. The underlying pressure does not disappear. It gets transferred through the financial system. THIS IS HOW THEY ARE TRYING TO HIDE A GLOBAL LIQUIDITY CRISIS. Pay attention. The biggest shifts in global finance are never obvious while they are happening. Then suddenly, everyone realizes the world has changed. I've spent more than a decade watching how these markets move. And I've also called nearly every major market top and bottom. Follow and turn on notifications now. Many people will wish they had started paying attention sooner.
0:25

🚨 WARNING: SOMETHING EXTREMELY BAD JUST HAPPENED Japan has started the biggest yen intervention in history. The U.S. is now printing dollars to stop Japan from dumping $1.2 TRILLION in U.S. debt. If the yen crashes again, the entire market will collapse. Stocks will dump. Metals will dump. Bitcoin will dump even harder. And this is NOT normal. Here's what's really happening right now: Japan gives its U.S. Treasury bonds to the Fed. The Fed prints dollars against those bonds. Japan sells those dollars and buys yen. This lets Tokyo defend its currency without dumping its entire $1.2 TRILLION Treasury position into the market. Because if Japan starts selling at that scale, global liquidity disappears. And the pressure is coming from everywhere. Higher Japanese rates are pulling capital back home. A weaker yen is making imports more expensive. Japan's massive government debt makes higher borrowing costs increasingly painful. And Japanese investors are sitting on trillions of dollars in foreign assets. That creates enormous pressure to bring money back into Japan. But here's the insane part: If Japan dumps Treasuries, bond prices fall and yields rise. Higher Treasury yields push global borrowing costs higher. Liquidity tightens. Risk assets come under pressure. And the shock spreads from bonds into stocks, real estate, crypto, and credit markets. So the U.S. is effectively printing dollars to absorb the same U.S. debt Japan wants to sell. Japan dumps the bonds. America prints the money. And the Fed takes the debt onto its own books. The underlying pressure does not disappear. It gets transferred through the financial system. THIS IS HOW THEY ARE TRYING TO HIDE A GLOBAL LIQUIDITY CRISIS. Pay attention. The biggest shifts in global finance are never obvious while they are happening. Then suddenly, everyone realizes the world has changed. I've spent more than a decade watching how these markets move. And I've also called nearly every major market top and bottom. Follow and turn on notifications now. Many people will wish they had started paying attention sooner.

0xNobler

154,637 görüntüleme • 1 ay önce

Bessent is in a hard spot. He can’t argue that the bond market is healthy when his intervention isn’t working to bring down yields. He also can’t say that everything will be okay when the Iran War is over because that would delegitimize Trump’s stance. So his best answer is left to say that the US bond market is the best bond market in the world, which is true, but still doesn’t mean that it’s going to be easy to finance $10T of debt at the highest rates in 3 years.
0:52

Bessent is in a hard spot. He can’t argue that the bond market is healthy when his intervention isn’t working to bring down yields. He also can’t say that everything will be okay when the Iran War is over because that would delegitimize Trump’s stance. So his best answer is left to say that the US bond market is the best bond market in the world, which is true, but still doesn’t mean that it’s going to be easy to finance $10T of debt at the highest rates in 3 years.

amit

113,121 görüntüleme • 1 ay önce

🚨 TREASURY SECRETARY JUST DARED TRADERS TO SHORT THE YEN AND DROPPED A CHILLING LINE: “I AM THE HOUSE NOW” Scott Bessent may have just set up the biggest GameStop-style squeeze the FX market has ever seen The Treasury Secretary claims he has asymmetric insight into Japan’s next policy move and is openly challenging anyone betting against the yen When the guy overseeing U.S. finances says “I am the house now,” the message is pretty clear He thinks policy is on his side And everyone shorting the yen could be sitting on the wrong side of the trade The yen carry trade is one of the biggest leveraged trades in global markets and has helped fuel stocks, Bitcoin and risk assets for years If Bessent is right and Japan suddenly tightens or steps in again, the unwind could get violent USD/JPY volatility explodes Forced liquidations hit Dollar demand spikes Stocks and crypto get dragged into the move TRILLIONS IN YEN-FUNDED POSITIONS COULD GET CAUGHT IN THE SAME EXIT This is bigger than just forex It is a warning that Washington believes it has the upper hand in the U.S.-Japan monetary game Anyone fading the yen now risks getting steamrolled by policy they cannot see coming THE HOUSE ALWAYS WINS AND BESSENT JUST TOLD YOU WHO IS DEALING THE CARDS!👀
0:26

🚨 TREASURY SECRETARY JUST DARED TRADERS TO SHORT THE YEN AND DROPPED A CHILLING LINE: “I AM THE HOUSE NOW” Scott Bessent may have just set up the biggest GameStop-style squeeze the FX market has ever seen The Treasury Secretary claims he has asymmetric insight into Japan’s next policy move and is openly challenging anyone betting against the yen When the guy overseeing U.S. finances says “I am the house now,” the message is pretty clear He thinks policy is on his side And everyone shorting the yen could be sitting on the wrong side of the trade The yen carry trade is one of the biggest leveraged trades in global markets and has helped fuel stocks, Bitcoin and risk assets for years If Bessent is right and Japan suddenly tightens or steps in again, the unwind could get violent USD/JPY volatility explodes Forced liquidations hit Dollar demand spikes Stocks and crypto get dragged into the move TRILLIONS IN YEN-FUNDED POSITIONS COULD GET CAUGHT IN THE SAME EXIT This is bigger than just forex It is a warning that Washington believes it has the upper hand in the U.S.-Japan monetary game Anyone fading the yen now risks getting steamrolled by policy they cannot see coming THE HOUSE ALWAYS WINS AND BESSENT JUST TOLD YOU WHO IS DEALING THE CARDS!👀

DANNY

84,952 görüntüleme • 1 ay önce

🚨 SOMETHING TERRIBLE IS HAPPENING IN JAPAN RIGHT NOW!! Every government bond yield just hit its highest level in history. Japan is sitting on ¥15.3 TRILLION in bond losses. And the BOJ just hit the panic button. They're dumping $6 TRILLION in U.S. Treasuries to cover the damage. If you hold any assets right now, you MUST read this: Japan has been one of the most important sources of global liquidity for decades. For years, interest rates stayed near zero. That made the yen one of the world's cheapest funding currencies. Investors borrowed trillions of yen. Then poured that money into stocks, bonds, real estate, crypto, and markets around the world. But that trade is now coming under pressure. Japanese bonds are surging. Yields are moving higher. And money is starting to have a reason to return home. This is where things get dangerous. Because when Japanese capital comes back... Someone else has to buy what Japan is selling. → More bonds hit the market → Yields move higher → Liquidity dries up And financial conditions tighten everywhere. The U.S. Treasury has already doubled its Treasury buybacks in an attempt to stop the bleeding. A sign that even the world's largest bond market is starting to show cracks. That's how market stress spreads. Quietly at first. Then all at once. AND THIS IS NOT GOOD... Most people won't understand what's happening until markets are already collapsing. Japan's bond market is sending a warning. And the rest of the world will be next. I've spent 10+ years studying these markets. And I've seen the warning signs before most people knew what was coming. If you want to stay ahead of the 2026 cycle, follow and turn notifications on. I've warned you before. And I'll warn you again soon. Follow and turn on notifications. Many people will wish they had paid attention sooner.
0:21

🚨 SOMETHING TERRIBLE IS HAPPENING IN JAPAN RIGHT NOW!! Every government bond yield just hit its highest level in history. Japan is sitting on ¥15.3 TRILLION in bond losses. And the BOJ just hit the panic button. They're dumping $6 TRILLION in U.S. Treasuries to cover the damage. If you hold any assets right now, you MUST read this: Japan has been one of the most important sources of global liquidity for decades. For years, interest rates stayed near zero. That made the yen one of the world's cheapest funding currencies. Investors borrowed trillions of yen. Then poured that money into stocks, bonds, real estate, crypto, and markets around the world. But that trade is now coming under pressure. Japanese bonds are surging. Yields are moving higher. And money is starting to have a reason to return home. This is where things get dangerous. Because when Japanese capital comes back... Someone else has to buy what Japan is selling. → More bonds hit the market → Yields move higher → Liquidity dries up And financial conditions tighten everywhere. The U.S. Treasury has already doubled its Treasury buybacks in an attempt to stop the bleeding. A sign that even the world's largest bond market is starting to show cracks. That's how market stress spreads. Quietly at first. Then all at once. AND THIS IS NOT GOOD... Most people won't understand what's happening until markets are already collapsing. Japan's bond market is sending a warning. And the rest of the world will be next. I've spent 10+ years studying these markets. And I've seen the warning signs before most people knew what was coming. If you want to stay ahead of the 2026 cycle, follow and turn notifications on. I've warned you before. And I'll warn you again soon. Follow and turn on notifications. Many people will wish they had paid attention sooner.

0xNobler

48,525 görüntüleme • 1 ay önce

The Japanese may have intervened in their currency markets earlier today. Treasury Secretary Scott Bessent told me about this that the U.S. believes excess volatility in the Yen isn't healthy. The Secretary adds, “The Japanese yen seems very undervalued to me. The currency is very cheap. The economy is doing well. The Prime Minister is very popular and enacting very strong policies. And I think we're going to see the fundamentals come through.” He believes when that realization comes through “… the market will realize the yen is undervalued and it should strengthen.” Bessent goes on to say he’s not concerned the Yen is strengthening against the dollar saying, “ …The currency markets tend to overshoot. And I believe the Japanese yen has substantially overshot what would be called an equilibrium price.” #Japan #Yen #Treasury
1:00

The Japanese may have intervened in their currency markets earlier today. Treasury Secretary Scott Bessent told me about this that the U.S. believes excess volatility in the Yen isn't healthy. The Secretary adds, “The Japanese yen seems very undervalued to me. The currency is very cheap. The economy is doing well. The Prime Minister is very popular and enacting very strong policies. And I think we're going to see the fundamentals come through.” He believes when that realization comes through “… the market will realize the yen is undervalued and it should strengthen.” Bessent goes on to say he’s not concerned the Yen is strengthening against the dollar saying, “ …The currency markets tend to overshoot. And I believe the Japanese yen has substantially overshot what would be called an equilibrium price.” #Japan #Yen #Treasury

Edward Lawrence

186,192 görüntüleme • 3 ay önce

🚨 SOMETHING JUST BROKE IN JAPAN Japan's bond market just reached its worst stress level in 40 years To prevent a domestic market collapse, Japan is aggressively dumping U.S. Treasuries This is a massive threat to global financial markets Here is the exact mechanism: 1. Liquidating U.S. Treasuries spikes global borrowing costs and tightens credit 2. Rising Japanese yields force capital out of foreign equities and back to Tokyo 3. The multi-trillion dollar yen carry trade unwinds, triggering forced market liquidations The result is a major liquidity squeeze across global stock markets I am keeping cash ready and monitoring the market for potential buying opportunities Follow + notifs on, I will keep you updated here
0:41

🚨 SOMETHING JUST BROKE IN JAPAN Japan's bond market just reached its worst stress level in 40 years To prevent a domestic market collapse, Japan is aggressively dumping U.S. Treasuries This is a massive threat to global financial markets Here is the exact mechanism: 1. Liquidating U.S. Treasuries spikes global borrowing costs and tightens credit 2. Rising Japanese yields force capital out of foreign equities and back to Tokyo 3. The multi-trillion dollar yen carry trade unwinds, triggering forced market liquidations The result is a major liquidity squeeze across global stock markets I am keeping cash ready and monitoring the market for potential buying opportunities Follow + notifs on, I will keep you updated here

Pepesso

24,308 görüntüleme • 2 ay önce

🇺🇸 Economist Philip Pilkington says the Treasury intervened directly in the bond market as interest rates approached what he calls a potential crisis point. The problem? The Fed is supposed to control monetary conditions. The Treasury is now effectively stepping into that territory by issuing short-term debt and using the proceeds to buy longer-term bonds. Pilkington's argument is not that the move was illegal. It's that the optics are terrible. If the Treasury has to intervene because rates are spiraling, while simultaneously appearing to challenge the Fed's role, markets can start asking a much bigger question: Who is actually in control of U.S. financial policy? Philip Pilkington
3:32

🇺🇸 Economist Philip Pilkington says the Treasury intervened directly in the bond market as interest rates approached what he calls a potential crisis point. The problem? The Fed is supposed to control monetary conditions. The Treasury is now effectively stepping into that territory by issuing short-term debt and using the proceeds to buy longer-term bonds. Pilkington's argument is not that the move was illegal. It's that the optics are terrible. If the Treasury has to intervene because rates are spiraling, while simultaneously appearing to challenge the Fed's role, markets can start asking a much bigger question: Who is actually in control of U.S. financial policy? Philip Pilkington

Mario Nawfal

65,356 görüntüleme • 2 ay önce

President Trump said the stock market kept ripping every time peace was discussed and joked that the market is “more brilliant than anybody” except him. He then asked Treasury Secretary Scott Bessent if the market was smarter than him and Bessent replied “No, sir.”
0:24

President Trump said the stock market kept ripping every time peace was discussed and joked that the market is “more brilliant than anybody” except him. He then asked Treasury Secretary Scott Bessent if the market was smarter than him and Bessent replied “No, sir.”

Shay Boloor

155,319 görüntüleme • 4 ay önce

US Treasury secretary Scott Bessent says the market is wrong. ⁠ In the latest episode of Unhedged, Katie Martin and Rob Armstrong ask what he knows that the markets don't? And what’s up with bond yields
1:20

US Treasury secretary Scott Bessent says the market is wrong. ⁠ In the latest episode of Unhedged, Katie Martin and Rob Armstrong ask what he knows that the markets don't? And what’s up with bond yields

Financial Times

40,412 görüntüleme • 1 ay önce

.Treasury Secretary Scott Bessent: “Last year, we were the best-performing G7 economy in the bond market, and one of the reasons that the bond market has been so tame is because we are getting our fiscal house in order. So I will take the market over the CBO any day.”
1:36

.Treasury Secretary Scott Bessent: “Last year, we were the best-performing G7 economy in the bond market, and one of the reasons that the bond market has been so tame is because we are getting our fiscal house in order. So I will take the market over the CBO any day.”

Trump War Room

33,641 görüntüleme • 8 ay önce

🚨 BREAKING: SOMETHING JUST BROKE IN JAPAN!! 🇯🇵 OVER ¥300,000,000,000,000 HAS BEEN WIPED OUT OF THE JAPANESE STOCK MARKET IN 20 MINUTES. THE BANK OF JAPAN IS NOW AGGRESSIVELY DUMPING ALL U.S. TREASURIES TO SAVE THE MARKET. THIS IS EXTREMELY BAD NEWS FOR GLOBAL MARKETS...
0:32

🚨 BREAKING: SOMETHING JUST BROKE IN JAPAN!! 🇯🇵 OVER ¥300,000,000,000,000 HAS BEEN WIPED OUT OF THE JAPANESE STOCK MARKET IN 20 MINUTES. THE BANK OF JAPAN IS NOW AGGRESSIVELY DUMPING ALL U.S. TREASURIES TO SAVE THE MARKET. THIS IS EXTREMELY BAD NEWS FOR GLOBAL MARKETS...

0xNobler

142,005 görüntüleme • 3 ay önce

NEW — Sec. Scott Bessent Says Tariff Revenue is Helping Bring Down Interest Rates by Creating Stability in the Bond Market “We have the lowest mortgage rates in three years now, and some of that is due to the stability in the bond market.”
0:32

NEW — Sec. Scott Bessent Says Tariff Revenue is Helping Bring Down Interest Rates by Creating Stability in the Bond Market “We have the lowest mortgage rates in three years now, and some of that is due to the stability in the bond market.”

Chief Nerd

35,353 görüntüleme • 8 ay önce

Question: When you hear Treasury Secretary Bessent say we're just going to grow our way out of the bond crisis, does the market buy it? Mohamed A. El-Erian: “I say the bond market no longer has the patience. It has heard this for a long time, and the bond market wants to see action on the fiscal side.”
0:42

Question: When you hear Treasury Secretary Bessent say we're just going to grow our way out of the bond crisis, does the market buy it? Mohamed A. El-Erian: “I say the bond market no longer has the patience. It has heard this for a long time, and the bond market wants to see action on the fiscal side.”

Jim Sciutto

35,191 görüntüleme • 29 gün önce