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Will AI Pull Forward a U.S. Fiscal Crisis? Darius Dale joined Cheryl Casone on FOX Business to explain why accelerating AI adoption could further pressure labor’s share of national income, creating fiscal challenges that may ultimately trigger a bond market meltdown and force even more aggressive intervention from the...

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42 Macro 🇺🇸

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Will the Bond Market Break the AI Buildout? Darius Dale joined Cheryl Casone on Mornings with Maria to discuss the growing financing pressures behind the AI infrastructure buildout, why bond markets are flashing warning signs, and what it means for investors navigating today's macro environment.
7:30

Will the Bond Market Break the AI Buildout? Darius Dale joined Cheryl Casone on Mornings with Maria to discuss the growing financing pressures behind the AI infrastructure buildout, why bond markets are flashing warning signs, and what it means for investors navigating today's macro environment.

42 Macro 🇺🇸

55,443 görüntüleme • 2 ay önce

With US national debt topping $40 trillion and long-term bond yields hitting multi-year highs, Treasury Secretary Scott Bessent announced increased buybacks to stabilize the market. But as experts explain on Balance of Power, short-term Treasury moves can't solve structural fiscal problems. Kailey Leinz has more
1:58

With US national debt topping $40 trillion and long-term bond yields hitting multi-year highs, Treasury Secretary Scott Bessent announced increased buybacks to stabilize the market. But as experts explain on Balance of Power, short-term Treasury moves can't solve structural fiscal problems. Kailey Leinz has more

Bloomberg

131,271 görüntüleme • 1 ay önce

Can the Bond Market Absorb a One-and-Done Fed Hike? Darius Dale joined Brian Sozzi on Yahoo Finance to discuss why a single Fed rate hike may be insufficient to stabilize the bond market, and how elevated concentration in technology shares leaves investor portfolios vulnerable to a more aggressive tightening cycle. As policy intervention escalates, 42 Macro 🇺🇸’s systematic process helps investors cut through the noise to stay focused on what matters. Watch the full discussion here:
12:09

Can the Bond Market Absorb a One-and-Done Fed Hike? Darius Dale joined Brian Sozzi on Yahoo Finance to discuss why a single Fed rate hike may be insufficient to stabilize the bond market, and how elevated concentration in technology shares leaves investor portfolios vulnerable to a more aggressive tightening cycle. As policy intervention escalates, 42 Macro 🇺🇸’s systematic process helps investors cut through the noise to stay focused on what matters. Watch the full discussion here:

42 Macro 🇺🇸

13,226 görüntüleme • 10 gün önce

🔥BESSENT: "AMERICA WILL SOON CONTROL 80% OF GLOBAL COMPUTE" Treasury Secretary Scott Bessent said the US is roughly a year ahead of China in AI and that its share of global compute power will grow from around 60% to 80%. Bessent is personally leading the White House AI effort and says losing the race to China would be "unconscionable."
1:16

🔥BESSENT: "AMERICA WILL SOON CONTROL 80% OF GLOBAL COMPUTE" Treasury Secretary Scott Bessent said the US is roughly a year ahead of China in AI and that its share of global compute power will grow from around 60% to 80%. Bessent is personally leading the White House AI effort and says losing the race to China would be "unconscionable."

Coin Bureau

106,837 görüntüleme • 2 ay önce

U.S. Treasury Secretary: About $1B in Iran-Related Crypto Seized U.S. Treasury Secretary Scott Bessent Treasury Secretary Scott Bessent said in a May 30 interview with Fox Business that the U.S. has seized about $1 billion in Iran-related crypto assets, describing it as a direct seizure and takeover of wallets. He joked that some people may still be typing away, unaware that their crypto wallets have already been taken over. Bessent said Iran's attack on Gulf Cooperation Council (GCC) infrastructure was a major strategic mistake, as it made it easier for the U.S. to push Gulf allies to open their banking systems for scrutiny.
1:44

U.S. Treasury Secretary: About $1B in Iran-Related Crypto Seized U.S. Treasury Secretary Scott Bessent Treasury Secretary Scott Bessent said in a May 30 interview with Fox Business that the U.S. has seized about $1 billion in Iran-related crypto assets, describing it as a direct seizure and takeover of wallets. He joked that some people may still be typing away, unaware that their crypto wallets have already been taken over. Bessent said Iran's attack on Gulf Cooperation Council (GCC) infrastructure was a major strategic mistake, as it made it easier for the U.S. to push Gulf allies to open their banking systems for scrutiny.

Wu Blockchain

11,857 görüntüleme • 3 ay önce

WOW: Fox News’ Jesse Watters: “Have you visited Fort Knox?” Treasury Secretary Scott Bessent: “I haven’t, people on my staff HAVE. We’re going to the Treasury’s office. The Treasury has been to Fort Knox, and I’m happy to say ALL gold is present and accounted for. The U.S. has the largest pile of gold in the world. Over a trillion dollars at current market value.” Jesse Watters: “And we’re getting more gold from Venezuela, I hear.” Treasury Secretary Scott Bessent: “We’re getting a lot from Venezuela.”
0:30

WOW: Fox News’ Jesse Watters: “Have you visited Fort Knox?” Treasury Secretary Scott Bessent: “I haven’t, people on my staff HAVE. We’re going to the Treasury’s office. The Treasury has been to Fort Knox, and I’m happy to say ALL gold is present and accounted for. The U.S. has the largest pile of gold in the world. Over a trillion dollars at current market value.” Jesse Watters: “And we’re getting more gold from Venezuela, I hear.” Treasury Secretary Scott Bessent: “We’re getting a lot from Venezuela.”

RedWave Press

127,148 görüntüleme • 2 ay önce

Will Burgeoning Core Inflation Pressures from AI Capex Force the Fed to Crash the Stock Market? Darius Dale joined our friend Romaine Bostick on Bloomberg’s The Close to break down why The Fed is rapidly falling behind the curve as core inflation pressures continue to build across the buoyant US economy. While AI is unquestionably disinflationary over the long term, it is acting as a massive demand shock for resources and capital in the interim. This is adding upward pressure on inflation and yields.
6:36

Will Burgeoning Core Inflation Pressures from AI Capex Force the Fed to Crash the Stock Market? Darius Dale joined our friend Romaine Bostick on Bloomberg’s The Close to break down why The Fed is rapidly falling behind the curve as core inflation pressures continue to build across the buoyant US economy. While AI is unquestionably disinflationary over the long term, it is acting as a massive demand shock for resources and capital in the interim. This is adding upward pressure on inflation and yields.

42 Macro 🇺🇸

31,268 görüntüleme • 4 ay önce

THE BOND MARKET IS FLASHING RED, AND AMERICANS COULD PAY THE PRICE As bond yields climb and inflation fears intensify, pressure is building across the U.S. bond market. Professor Steve Hanke warns the fallout will not stay on Wall Street. Higher Treasury yields can push mortgage rates, credit-card interest, and borrowing costs even higher, putting more strain on households, housing, businesses, and banks. Years of inflationary policy, rising debt, and expanding deficits have created a dangerous setup. The bond market is already responding, and the next phase could hit the real economy even harder. Steve Hanke breaks down why the Treasury selloff matters, and why America’s debt and inflation problem may be far from over.
5:06

THE BOND MARKET IS FLASHING RED, AND AMERICANS COULD PAY THE PRICE As bond yields climb and inflation fears intensify, pressure is building across the U.S. bond market. Professor Steve Hanke warns the fallout will not stay on Wall Street. Higher Treasury yields can push mortgage rates, credit-card interest, and borrowing costs even higher, putting more strain on households, housing, businesses, and banks. Years of inflationary policy, rising debt, and expanding deficits have created a dangerous setup. The bond market is already responding, and the next phase could hit the real economy even harder. Steve Hanke breaks down why the Treasury selloff matters, and why America’s debt and inflation problem may be far from over.

Redacted

20,392 görüntüleme • 17 gün önce

🚨 🇺🇸 BESSENT JUST CALLED A MONDAY PRESS CONFERENCE AS THE U.S. BOND MARKET STARTS BREAKING AGAIN The Treasury Secretary will address the public at 2:00 pm ET. The timing is fucking insane. The 30-year U.S. Treasury yield just hit 5.34%. Highest level since 2007. Washington responded by doubling long-bond buybacks, from $2 billion to at least $4 billion per operation. Yields dropped immediately. But within one day most of that move was erased, and the 30-year was back near its peak. Bessent has already said the buybacks could be increased even further. U.S. debt is now above $40 trillion, and the cost of financing it keeps rising. The Treasury is trying to calm a bond sell-off that refuses to stay down. This announcement will move the entire market. Be ready.
0:36

🚨 🇺🇸 BESSENT JUST CALLED A MONDAY PRESS CONFERENCE AS THE U.S. BOND MARKET STARTS BREAKING AGAIN The Treasury Secretary will address the public at 2:00 pm ET. The timing is fucking insane. The 30-year U.S. Treasury yield just hit 5.34%. Highest level since 2007. Washington responded by doubling long-bond buybacks, from $2 billion to at least $4 billion per operation. Yields dropped immediately. But within one day most of that move was erased, and the 30-year was back near its peak. Bessent has already said the buybacks could be increased even further. U.S. debt is now above $40 trillion, and the cost of financing it keeps rising. The Treasury is trying to calm a bond sell-off that refuses to stay down. This announcement will move the entire market. Be ready.

Leshka.eth ⛩

647,362 görüntüleme • 1 ay önce

Will the Fed Tighten Soon So It Can Ease Even More Later? Darius Dale joined Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern to discuss why the Fed may tighten financial conditions in the near term to create scope for much easier policy later, and why any meaningful pullback in risk assets should be viewed as a buying opportunity within the 42 Macro Paradigm C bull market.
3:42

Will the Fed Tighten Soon So It Can Ease Even More Later? Darius Dale joined Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern to discuss why the Fed may tighten financial conditions in the near term to create scope for much easier policy later, and why any meaningful pullback in risk assets should be viewed as a buying opportunity within the 42 Macro Paradigm C bull market.

42 Macro 🇺🇸

37,491 görüntüleme • 3 ay önce

🚨 Treasury Secretary Scott Bessent just sent a WARNING to every country and Entity: “Let me be clear: any entity that facilitates money laundering on behalf of Iran will be removed from the U.S. Dollar system” ABSOLUTE MIC DROP 🔥
0:21

🚨 Treasury Secretary Scott Bessent just sent a WARNING to every country and Entity: “Let me be clear: any entity that facilitates money laundering on behalf of Iran will be removed from the U.S. Dollar system” ABSOLUTE MIC DROP 🔥

MAGA Voice

61,665 görüntüleme • 1 ay önce

At Davos, U.S. Treasury Secretary Scott Bessent defends Donald Trump's stance on Greenland, arguing the U.S. must not outsource its national security to NATO. He frames Greenland as vital to missile defence and says U.S. control could prevent future conflict. "Greenland is becoming more and more attractive for foreign conquest, and he very strongly believes that it must be part of the United States to prevent a conflict rather than getting the U.S. engaged... into a hot conflict."
1:16

At Davos, U.S. Treasury Secretary Scott Bessent defends Donald Trump's stance on Greenland, arguing the U.S. must not outsource its national security to NATO. He frames Greenland as vital to missile defence and says U.S. control could prevent future conflict. "Greenland is becoming more and more attractive for foreign conquest, and he very strongly believes that it must be part of the United States to prevent a conflict rather than getting the U.S. engaged... into a hot conflict."

Wide Awake Media

15,766 görüntüleme • 8 ay önce

THE BOND MARKET IS FLASHING A WARNING As interest rates keep climbing and inflation fears return, the U.S. bond market is showing deeper signs of stress. That may sound distant from everyday life, but bond-market trouble quickly reaches Main Street through the cost of a mortgage, a car loan, a credit card balance, and the stability of the banking system. Professor Steve Hanke (Steve Hanke) warns that higher yields could lead to another surge in mortgage rates, more expensive credit card debt, and growing pressure on banks already carrying losses and exposure to rising rates. When government borrowing becomes more costly, the burden spreads across the economy. Years of government-driven inflation have pushed the economy toward dangerous territory. The concern is not just that prices will stay high; it is that a worsening bond-market crisis could trigger a broader financial shock that households will be forced to absorb.
5:06

THE BOND MARKET IS FLASHING A WARNING As interest rates keep climbing and inflation fears return, the U.S. bond market is showing deeper signs of stress. That may sound distant from everyday life, but bond-market trouble quickly reaches Main Street through the cost of a mortgage, a car loan, a credit card balance, and the stability of the banking system. Professor Steve Hanke (Steve Hanke) warns that higher yields could lead to another surge in mortgage rates, more expensive credit card debt, and growing pressure on banks already carrying losses and exposure to rising rates. When government borrowing becomes more costly, the burden spreads across the economy. Years of government-driven inflation have pushed the economy toward dangerous territory. The concern is not just that prices will stay high; it is that a worsening bond-market crisis could trigger a broader financial shock that households will be forced to absorb.

Redacted

21,519 görüntüleme • 1 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

983,297 görüntüleme • 1 ay önce

On a potential AI slowdown, Treasury Sec. Bessent said that the U.S. and China discussed a mechanism called the U.S.-China AI dialogue and have agreed to meet again. The U.S. proposed a notification mechanism between the two countries and “we want a shared vision of common goals and threats.” The notification system for incidents would be whether something rises up to the national security level from AI. “We think that just like any cross-border activity, moving from opaque to more transparency between the number one and number two AI powers in the world is very important.” U.S. trade representative Jamieson Greer said that U.S. chip export controls were not on the agenda.
1:24

On a potential AI slowdown, Treasury Sec. Bessent said that the U.S. and China discussed a mechanism called the U.S.-China AI dialogue and have agreed to meet again. The U.S. proposed a notification mechanism between the two countries and “we want a shared vision of common goals and threats.” The notification system for incidents would be whether something rises up to the national security level from AI. “We think that just like any cross-border activity, moving from opaque to more transparency between the number one and number two AI powers in the world is very important.” U.S. trade representative Jamieson Greer said that U.S. chip export controls were not on the agenda.

Leo Schwartz

192,476 görüntüleme • 5 gün önce

PROF. JIANG PREDICTS CRASH OF GLOBAL ECONOMY IN 2027 YouTube's Professor Jiang predicts that within a year, attention could shift from the Iran conflict to a devastating global economic downturn. He argues that the unwinding of the yen carry trade will lead to stress on global liquidity, and a popping of the inflated AI and private credit market bubbles. This could trigger a broader financial crisis marked by unemployment, bankruptcies, and stock market declines.
3:17

PROF. JIANG PREDICTS CRASH OF GLOBAL ECONOMY IN 2027 YouTube's Professor Jiang predicts that within a year, attention could shift from the Iran conflict to a devastating global economic downturn. He argues that the unwinding of the yen carry trade will lead to stress on global liquidity, and a popping of the inflated AI and private credit market bubbles. This could trigger a broader financial crisis marked by unemployment, bankruptcies, and stock market declines.

Bitcoin News

79,490 görüntüleme • 2 ay önce

The Man Who Managed 2008 Financial Crisis Warns: ‘Break-the-Glass’ Emergency Ahead Former Treasury Secretary Henry Paulson is warning of a coming “break-the-glass” moment for the U.S. economy. What happens when investors stop buying U.S. Treasuries – the very asset that underpins the global financial system? Michelle Makori breaks down: - The growing “fiscal doom loop” - Why this crisis is different from 2008 - Why the Fed could become the buyer of last resort - Why central banks are turning to gold Watch the full episode of The Real Story with Michelle Makori:
9:03

The Man Who Managed 2008 Financial Crisis Warns: ‘Break-the-Glass’ Emergency Ahead Former Treasury Secretary Henry Paulson is warning of a coming “break-the-glass” moment for the U.S. economy. What happens when investors stop buying U.S. Treasuries – the very asset that underpins the global financial system? Michelle Makori breaks down: - The growing “fiscal doom loop” - Why this crisis is different from 2008 - Why the Fed could become the buyer of last resort - Why central banks are turning to gold Watch the full episode of The Real Story with Michelle Makori:

Miles Franklin Precious Metals

12,225 görüntüleme • 4 ay önce

🇯🇵 Japan’s bond market just flashed a major warning... A “horrible” 10Y JGB auction sent Japanese yields soaring, putting global bonds on edge. The decades-long yen carry trade is under pressure as cheap Japanese capital has funded everything from U.S. equities to emerging markets. Why can’t the BoJ simply hike rates? ~14% of Japanese firms are zombies that already pay more in interest than they earn in profit. Higher rates risk mass defaults and a full-blown financial meltdown. Japan's the largest foreign holder of U.S. Treasuries. If it is forced to sell to defend the yen, U.S. borrowing costs, already near pre-2008 real levels, could spike further. U.S. Treasury Sec. Bessent is intervening hard (even joking about a “buy $5-10B JPY” note photographed, seemingly intentionally, at the Camp David meeting). Temporary calm is possible, but a structural crisis is the bigger risk: yen instability triggers a Treasury sell-off, which then damages equity and AI sectors. Tokyo, WE HAVE A PROBLEM! Source: Philip Pilkington, zerohedge, Aaron Rupar / Writer: Jamie
0:56

🇯🇵 Japan’s bond market just flashed a major warning... A “horrible” 10Y JGB auction sent Japanese yields soaring, putting global bonds on edge. The decades-long yen carry trade is under pressure as cheap Japanese capital has funded everything from U.S. equities to emerging markets. Why can’t the BoJ simply hike rates? ~14% of Japanese firms are zombies that already pay more in interest than they earn in profit. Higher rates risk mass defaults and a full-blown financial meltdown. Japan's the largest foreign holder of U.S. Treasuries. If it is forced to sell to defend the yen, U.S. borrowing costs, already near pre-2008 real levels, could spike further. U.S. Treasury Sec. Bessent is intervening hard (even joking about a “buy $5-10B JPY” note photographed, seemingly intentionally, at the Camp David meeting). Temporary calm is possible, but a structural crisis is the bigger risk: yen instability triggers a Treasury sell-off, which then damages equity and AI sectors. Tokyo, WE HAVE A PROBLEM! Source: Philip Pilkington, zerohedge, Aaron Rupar / Writer: Jamie

Mario Nawfal

42,139 görüntüleme • 1 ay önce