Intel Slava
๐ฌ๐ง๐ฆ - UK 30-year yields just hit 5.70% The UK faces the doom loop of rising borrowing costs, growing deficits and a government facing a lot of bad choices to raise revenues. Yields on 30-year gilts have reached their highest levels since 1998. ๐ Lisa Abramowicz
๐บ๐ธ ๐ฆ - Treasury yields are surging in the US today with the 30Y Note Yield back at 5%
These are the same levels seen in 2008, amidst the biggest financial crisis in US history.
Interest rates are literally rising as the market prepares for rate cuts to begin. Deficit spending has gone so far out of control, that the Fed is losing control of interest rates.
We are reaching a point where investors simply do not want to buy US government debt at current yields.
๐ The Kobeissi Letter
These are the same levels seen in 2008, amidst the biggest financial crisis in US history.
Interest rates are literally rising as the market prepares for rate cuts to begin. Deficit spending has gone so far out of control, that the Fed is losing control of interest rates.
We are reaching a point where investors simply do not want to buy US government debt at current yields.
๐ The Kobeissi Letter
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Forwarded from /CIG/ Telegram | Counter Intelligence Global
๐บ๐ธ๐ต - Social Security and Medicare are running out of money
Lawmakers have avoided tough choices for decades, but time is running out. The bond market is already showing frustration with endless deficits.
Higher yields mean investors want real fiscal discipline. Washington will eventually be forced into cuts, whether it likes it or not.
๐ Stock Market News
Lawmakers have avoided tough choices for decades, but time is running out. The bond market is already showing frustration with endless deficits.
Higher yields mean investors want real fiscal discipline. Washington will eventually be forced into cuts, whether it likes it or not.
๐ Stock Market News
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Forwarded from /CIG/ Telegram | Counter Intelligence Global
/CIG/ Telegram | Counter Intelligence Global
๐บ๐ธ๐ต - Social Security and Medicare are running out of money Lawmakers have avoided tough choices for decades, but time is running out. The bond market is already showing frustration with endless deficits. Higher yields mean investors want real fiscal discipline.โฆ
๐บ๐ธ๐ต - US cannot inflate away the debt because the liabilities are indexed to inflation
Entitlements are the reason spending looks like this. The only way to fix the deficit is to cut Social Security and Medicaid, any other โsolutionโ is just noise.
๐ Bluth Capital
Entitlements are the reason spending looks like this. The only way to fix the deficit is to cut Social Security and Medicaid, any other โsolutionโ is just noise.
๐ Bluth Capital
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/CIG/ Telegram | Counter Intelligence Global
๐บ๐ธ๐ต - US cannot inflate away the debt because the liabilities are indexed to inflation Entitlements are the reason spending looks like this. The only way to fix the deficit is to cut Social Security and Medicaid, any other โsolutionโ is just noise. ๐ Bluthโฆ
๐บ๐ธ๐ต - US Core inflation is back above 3% and on the rise.
At 3% annual inflation, the US Dollar will lose over 25% of its purchasing power over the next 10 years.
It has already lost ~25% since 2020, only compounding inflation.
๐ The Kobeissi Letter
At 3% annual inflation, the US Dollar will lose over 25% of its purchasing power over the next 10 years.
It has already lost ~25% since 2020, only compounding inflation.
๐ The Kobeissi Letter
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Forwarded from Intel Slava
๐บ๐ธ๐ต US Federal deficit as a % of GDP v. inverted US unemployment rate (blue dotted line = latest Treasury borrowing projection).
Only 3 ways to close this gap:
1. Face-peeling inflation.
2. Depression (as US govt slashes its ~25% of GDP spending.)
3. Productivity miracle.
- Luke Gromen
Only 3 ways to close this gap:
1. Face-peeling inflation.
2. Depression (as US govt slashes its ~25% of GDP spending.)
3. Productivity miracle.
- Luke Gromen
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Forwarded from Intel Slava
๐บ๐ธ๐ต - Fed choice is to now make the cost of living go up even faster, or cut Entitlements & Defense by 40%, immediately & permanently, triggering a Depression
As when they were running things in Weimar Germany, the choice is now "Print the money or trigger the revolution".
๐ Luke Gromen
As when they were running things in Weimar Germany, the choice is now "Print the money or trigger the revolution".
๐ Luke Gromen
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Intel Slava
๐จ๐บ๐ธ โ ๐ฒ๐ฝ - U.S. Military Preparing Attacks on Mexican Cartels The Trump administration has directed the military to prepare for lethal strikes against cartel targets inside Mexico, three military sources tell us. The Top Secret planning order, issued in lateโฆ
โผ๏ธ๐บ๐ธ โ ๐ฒ๐ฝ - Trump: โMexico is run by the cartels.โ
The Daily Caller sat down with Trump for an hour long interview in the Oval Office, during which the topic of Mexico was discussed.
According to Trump, Mexican President Claudia Sheinbaum Pardo is โscaredโ to bring in U.S. troops and that Cartels control her country:
๐ The Daily Caller
The Daily Caller sat down with Trump for an hour long interview in the Oval Office, during which the topic of Mexico was discussed.
According to Trump, Mexican President Claudia Sheinbaum Pardo is โscaredโ to bring in U.S. troops and that Cartels control her country:
REESE: Do you trust Mexico to secure their side of the border with โ since the government is believed to be, you know, run by the cartels, or the cartels are involved?
TRUMP: So I like the president very much. I think sheโs a terrific woman. Sheโs actually an amazing woman in some, in certain ways, very elegant, beautiful. But Mexico is run by the cartels. Itโs run by the cartels.
TRUMP: Now you can go back [on the record.] Iโve offered to send in the military, and she doesnโt want us to do that.
REESE: Why?
TRUMP: Because sheโs scared.
REESE: Wow.
TRUMP: Sheโs very scared.
๐ The Daily Caller
archive.ph
EXCLUSIVE: Mexican President Is โScaredโ To Bring In US Troops, Trumpโฆ
archived 2 Sep 2025 17:49:48 UTC
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Rumors about Trump's illness are increasingly looking like reality.
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Is this a continuation of rumors about his poor health? In the conversation, he stated that he is "disappointed with Putin again." And he made several other statements:
โ "I can say this. But we will do something to help people keep living. This is not about helping Ukraine, this is about helping people so they can live.
โ Every week, 7,000 people die, mostly soldiers, but 7,000 people, and if I can help stop this, I consider it my duty to do so," added the US president.
Meanwhile, on the American internet, people are speculating that Trump is broadcasting from a hospital bed.
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Statements from the US President:
- The US is losing the space race to Russia and China.
- Trump sees threats in the possible formation of a "axis" of China and Russia against Washington's interests following the concluded SCO summit.
- The US Space Command headquarters will be moved from Colorado to Alabama.
- Canada wants to become part of the US missile defense system "Golden Dome," I hope we will come up with something with them.
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I did nothing for two days, and everyone already started saying that something was wrong with me โ Trump.
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It is claimed that it can reach any point on the planet.
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