Mastodawn

The carry spread is at the 10th percentile. Bessent's alarm is statistical. Katayama's is political. Between them sits exactly one carry unwind.

Includes reverse-engineered 6-sigma methodology from actual JGB/UST data.

https://gyokuro.dev/en/posts/lifeguard-who-cannot-swim-back/

#CarryTrade #JPY #UST #JGB #Bessent #BOJ #MOF

The Lifeguard Who Cannot Swim Back

Bessent's toolkit is thinning. Katayama's threshold is political. The carry spread sits at the 10th percentile. Between their two alarm bells, the yen carry trade is running out of room.

Gyokuro Time

sweet_gyokuro 1d ago

In February, Treasury sanctioned a dozen Iranian shadow fleet tankers. In March, Bessent proposes to unsanction their cargo — mid-war, with US aircraft still over Iran. Why? The 10-year hit 4.384% on Friday. The $11tn refinancing wall doesn't care about sanctions credibility. The IRGC may earn more per barrel unsanctioned than sanctioned. The macro trader turned bond salesman is funding his enemy to save his yield curve.
https://gyokuro.dev/en/posts/yield-curve-made-him-do-it/
#bessent #iran #oil #ust #sanctions

The Yield Curve Made Him Do It

Bessent proposes to unsanction Iranian oil mid-war. The shadow fleet mechanics explain why the move helps Iran. The bond market explains why he does not care.

Gyokuro Time

🅱🅸🅶🅾🆁🆁🅴.🅾🆁🅶 2d ago

How many runways can you see for Northeast Florida Regional airport in St Augustine area (USA) ? : The answer is on https://www.bigorre.org/aero/meteo/ksgj/en #northeastfloridaregionalairport #airport #staugustine #usa #ksgj #ust #aviation #avgeek vl

Northeast Florida Regional airport in St Augustine (United State) aviation weather and informations KSGJ UST

Aviation weather with TAF and METAR, Maps, hotels and aeronautical information for Northeast Florida Regional airport in St Augustine (United State)

Bigorre.org

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Der zuversichtliche Daniel 3d ago

@Benobeno @die_lila_Schulbank @VoltEuropa

Deine Antwort lässt jetzt keine Bereitschaft erkennen, von Deinem falschen Vorurteil abzulassen. Einen Versuch mach ich noch. Lies nochmal nach: #Volt ist für eine deutlich höhere #Erbschaftssteuer und #Schenkungssteuer, für eine #Vermögenssteuer und eine Umgestaltung der #USt, für ein #Grundeinkommen und eine negative #ESt

https://voltdeutschland.org/storage/assets-btw25/volt-programm-bundestagswahl-2025.pdf

🅱🅸🅶🅾🆁🆁🅴.🅾🆁🅶 Feb 17

How many runways can you see for Northeast Florida Regional airport in St Augustine area (USA) ? : The answer is on https://www.bigorre.org/aero/meteo/ksgj/en #northeastfloridaregionalairport #airport #staugustine #usa #ksgj #ust #aviation #avgeek vl