• 477 days Will The ECB Continue To Hike Rates?
  • 477 days Forbes: Aramco Remains Largest Company In The Middle East
  • 479 days Caltech Scientists Succesfully Beam Back Solar Power From Space
  • 879 days Could Crypto Overtake Traditional Investment?
  • 883 days Americans Still Quitting Jobs At Record Pace
  • 885 days FinTech Startups Tapping VC Money for ‘Immigrant Banking’
  • 888 days Is The Dollar Too Strong?
  • 889 days Big Tech Disappoints Investors on Earnings Calls
  • 890 days Fear And Celebration On Twitter as Musk Takes The Reins
  • 891 days China Is Quietly Trying To Distance Itself From Russia
  • 892 days Tech and Internet Giants’ Earnings In Focus After Netflix’s Stinker
  • 896 days Crypto Investors Won Big In 2021
  • 896 days The ‘Metaverse’ Economy Could be Worth $13 Trillion By 2030
  • 897 days Food Prices Are Skyrocketing As Putin’s War Persists
  • 899 days Pentagon Resignations Illustrate Our ‘Commercial’ Defense Dilemma
  • 899 days US Banks Shrug off Nearly $15 Billion In Russian Write-Offs
  • 903 days Cannabis Stocks in Holding Pattern Despite Positive Momentum
  • 903 days Is Musk A Bastion Of Free Speech Or Will His Absolutist Stance Backfire?
  • 903 days Two ETFs That Could Hedge Against Extreme Market Volatility
  • 906 days Are NFTs About To Take Over Gaming?
Gordon Long

Gordon Long

Mr. Long is a former senior group executive with IBM & Motorola, a principle in a high tech public start-up and founder of a private…

Contact Author

John Rubino

John Rubino

John Rubino edits DollarCollapse.com and has authored or co-authored five books, including The Money Bubble: What To Do Before It Pops, Clean Money: Picking Winners…

Contact Author

  1. Home
  2. Markets
  3. Other

Mysterious Buying - US Treasuries and Equities

28 Minutes, 43 Slides

With the aid of 43 slides, Gordon T Long and John Rubino debate three highly unusual and mysterious buying patterns which have emerged in the US Treasury and Equity markets.


1 - The Mysterious Belgium US Treasury Buyer

Who is the stealth buyer who is buying US Treasuries through Euroclear in Belgium?

Is it:

  • US FEDERAL RESERVE
  • US TREASURY
  • EU'S ECB
  • CHINA'S PBOC
  • BIS /IMF

What would be their individual motives for buying, why keep it so secretive and where would the funding come from?

Belgium US Treasury Holdings Chart


2- The $29.1T in Public Central Banking Buying

Why would central banks and public institutions be buying such large quantities of equities?

The FT reports

"A cluster of central banking investors has become major players on world equity markets." The report, to be published by the Official Monetary and Financial Institutions Forum (OMFIF), confirms $29.1tn in market investments, held by 400 public sector institutions in 162 countries, which "could potentially contribute to overheated asset prices." China's State Administration of Foreign Exchange has become "the world's largest public sector holder of equities", according to officials.


3- The $1T in Private S&P 500 Buybacks in 2-Years

Why would corporations buyback nearly $1T of S&P 500 equities over the last two years? This is unprecedented!

S&P500 Buybacks over the past two years


The Consequences of Mispricing Risk and Failed Price Discovery

What are the ramifications of the withdrawal of this degree of treasuries and equities from the financial markets?

Supply of US Tradeable stocks and volume

Join Gord and John for a very enlightening, "no holds barred" discussion on all the above questions.

 


For more detail signup for your FREE copy of the GordonTLong.com

Thesis Paper: Financial Repression

Signup for notification of the next MACRO INSIGHTS

Request your FREE TWO MONTH TRIAL subscription of the Global Macro Tipping Points (GMTP) Report at GordonTLong.com

No Obligations. No Credit Card.

 

Back to homepage

Leave a comment

Leave a comment