$54.7B Yen Operation. $47B in Treasuries Moved. 10-Year Hit 4.70%.
Tokyo is selling U.S. debt to defend its currency. Washington is watching.
Intercepted by BlackOps Finance
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Intercepted
Dossiers
5.5bp Tail. $30B Foreign Dump. 10-Year at 4.468%
The auction cleared. The dealers mopped it up.
Intercepted by BlackOps Finance
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$240B in Treasuries Dumped in 30 Days. 10-Year Tail at 5.5bp. $4.56 at the Pump.
Asia sells dollars to defend currencies. The auction absorbs the difference.
Intercepted by BlackOps Finance
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INTERCEPTED: 582 Tonnes. Three Vaults. One Proposal That Died in a Closed Room
Poland built the world's largest central bank gold program — then its own governor tried to sell it for guns.
Intercepted by BlackOps Finance
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INTERCEPTED: $104 Brent. $2M Per Transit. 146 Vessels Running Dark.
Iran built a toll booth. Washington rejected it. The ships are still paying.
Intercepted by BlackOps Finance
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8-4 FOMC Vote. 30-Year at 5.2%. Four Members Want a Hike.
The Fed says it has an easing bias. The bond market is not listening.
Intercepted by BlackOps Finance
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30-Year at 5.12%. $1T in Interest Paid Last Year. $671B More Needed This Quarter.
The government keeps issuing. The market keeps demanding more yield to absorb it.
Intercepted by BlackOps Finance
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$2.065T Deficit. $166B/Month. 10-Year at New Annual High.
Congress set the debt. The bond market is setting the price. Your mortgage rate is the receipt.
Intercepted by BlackOps Finance
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INTERCEPTED: $2M Per Crossing. 6M Bbl/Day Gone. Iran's PGSA Takes the Toll.
Iran built a tollbooth on water it doesn't own. China paid. Everyone else waits.
Intercepted by BlackOps Finance
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10-Year Tail at 5.5 bps. Foreign Demand Down to 64%. Bid-to-Cover 2.13.
The foreign money that held your mortgage rate down for forty years is pulling back. The dealers absorbing the rest have no choice.
Intercepted by BlackOps Finance
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INTERCEPTED: 250 Ship-to-Ship Transfers. 1.5M Barrels/Day. Beijing Blocking Order.
Iran moves the oil. China keeps the register open. Trump lands in Beijing on Wednesday.
Intercepted by BlackOps Finance
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185 Days. 90% Chinese Processing. $931/kg Dysprosium Outside China.
China suspended the rare earth controls for one year. It spent that year building a permanent legal framework to replace them.
Intercepted by BlackOps Finance
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