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To defend the yen, did Japan sell U.S. Treasuries?

To defend the yen, did Japan sell U.S. Treasuries?

Fed custody data shows that during the period when Japan was suspected of intervening in the foreign exchange market, its holdings of U.S. Treasuries saw their first decline in a month. The market is abuzz about whether Japan cashed in U.S. Treasury bonds to raise funds to support

"Cerebras, dubbed the 'Nvidia challenger,' is reportedly going public next week and may be the largest IPO in the US this year."

"Cerebras, dubbed the 'Nvidia challenger,' is reportedly going public next week and may be the largest IPO in the US this year."

According to US media reports on Friday, May 8, Cerebras plans to go public next Thursday, May 14. This IPO is expected to become the largest new stock issuance in the US this year. The chip manufacturer, known for producing "dish-sized" AI chips, submitted documents this week showing

"‘New Federal Reserve News Agency’: April non-farm payroll data is solid, Fed’s policy focus should shift to inflation."

"‘New Federal Reserve News Agency’: April non-farm payroll data is solid, Fed’s policy focus should shift to inflation."

Nick Timiraos, a renowned financial journalist known as the "New Federal Reserve Communications," wrote: Four months ago, one of the major challenges facing the Federal Reserve was whether it needed to continue cutting rates to support what then appeared to be a weak labor market. Now, that issue

Apollo and Blackstone are in talks to provide about $35 billion in financing to Broadcom.

Apollo and Blackstone are in talks to provide about $35 billion in financing to Broadcom.

``` Apollo Global Management and Blackstone Group are in negotiations to provide approximately $35 billion in financing to Broadcom, which, if finalized, would become one of the largest private credit deals in history. According to media reports, the financing will be used to support Broadcom’s development and construction of its

New Bond King: Preparing for U.S. "debt restructuring"; Hassett: U.S. debt default "impossible in a million years"

New Bond King: Preparing for U.S. "debt restructuring"; Hassett: U.S. debt default "impossible in a million years"

"New Bond King" Jeffrey Gundlach is quietly adjusting his portfolio to prepare for a scenario with very low probability but severe consequences—unilateral debt restructuring by the U.S. government. The White House responded with strong denial. According to Bloomberg, Gundlach said, if the U.S. falls into

BofA Hartnett: U.S. stocks are unusually strong by historical standards, and gold is expected to rise as much as 30% this year.

BofA Hartnett: U.S. stocks are unusually strong by historical standards, and gold is expected to rise as much as 30% this year.

``` The US stock market and gold are jointly heading toward a rare fourth consecutive year of double-digit gains, a historically strong trend that has drawn significant attention from Wall Street’s top strategists. According to Bloomberg, a team led by Michael Hartnett, Chief Investment Strategist at Bank of America, points

Starmer states "absolutely will not resign": UK bonds rebound in response as markets bet the "worst-case scenario" has passed

Starmer states "absolutely will not resign": UK bonds rebound in response as markets bet the "worst-case scenario" has passed

``` Preliminary results of the UK local elections show that the Reform Party has seen a sharp increase in seats, while both Labour and the Conservatives have lost ground, further fragmenting the political map. Prime Minister Starmer has made it clear he will not resign, temporarily stabilizing the bond market, but