The Bond Market Is Flashing A Warning Sign To Investors

Alice Cheung
リアクション
2026年08月31日
Join my newsletter to hear more regularly from me - https://www.financeplaybook.io/

A series of events has led up to the Treasury's August 2026 interventions in the US market, which has re-triggered both BTC and gold to be up. While not the same as traditional QE, the fear is that the US dollar loses some of its strength and status as the world reserve currency.

Other relevant videos
🔵 Japan Selling US treasuries to save Yen - https://youtu.be/2tY84OMIr6E
🔵 South Korea's AI Bubble Is Popping - https://youtu.be/qeXpUZTdvsI

CHAPTERS
00:00 Introduction
00:26 The Global Fixed Income Market
01:04 What Is A Bond
01:32 Why Bond Buybacks
02:49 The Loop Of High Yields
03:41 Treasury General Account
04:27 $40T National Debt
04:46 Post WW2 - World Reserve Currency
06:03 How US Dollars Flowed Into Central Banks (Trade Deficit)
07:14 Nixon Taking US Dollar Off Gold Standard
08:18 Debasement Trade
09:06 Quantitative Easing
09:39 QE from 2020 to 2022
10:14 Bond Buybacks Announcement
11:11 Short Term Debt (T Bills)
11:48 Yield Curve Control
12:09 Fed Removing Forward Guidance in July
13:10 Inflation Print in July
13:40 YCC Implications
15:41 Central Banks Buying Gold (Again)
16:33 DXY Drops 0.8%
17:10 Scott Bessent's Comment on $40T Debt
18:11 Coinbase CEO On Next BTC Bull Market
19:39 What Backs Gold
21:13 Risks of Crypto (Coldcard Hack)

Follow me on IG
https://www.instagram.com/alicecee_/