Trader_dmx

Panama | || FX & commodity macro trader (est. 2021)

Not your average mentor. Trading community, continued guidance, signals➡️

[Ivan Montalvo @IvanMon07722658]

Desbaratan las mentiras de Mulino y la Ministra de Trabajo, escuchen

[Trader_dmx @dmx____]

@Kush__Patil Stocks wrong.

Bond markets usually tend to show the real context of the macroeconomic environment and expectations of it.

[Stern Drew @SternDrewCrypto]

🚨 SCOTT BESSENT EFFECTIVELY CONFIRMS A BOND CRISIS, SAYS MARKET TOO ILLIQUID TO CONTROL

Treasury Secretary Scott Bessent went on CNBC and said the quiet part out loud: He raised the size of U.S. Treasury buybacks because “we are in a very illiquid period. The market is moving quickly… I can’t set the equilibrium price.”

This is the same man who weeks earlier told traders “I am the house now. I have asymmetric information. Bet against me if you want.”

Here’s what’s actually happening.

He doubled bond buybacks, then pushed toward $6 billion, liquidity-support buybacks of 10- to 30-year bonds.

He went on to dump Euros and Dollars to save the yen so BoJ doesn’t dump their U.S. Treasury Holdings. Scott Bessent even warned the Fed to expand the FIMA facility to Japan or watch the treasury market bleed.

The 10-year has been grinding toward 5.2%+. The 30-year just printed levels last seen in 2004. Global government bond yields are near 4%, highest since 2007. Japan’s 10-year hit highs not seen since 1996. Germany’s 10-year is at 17-year peaks.

This isn’t one country. This is a synchronized long-end revolt.

Japan still holds about $1.1 trillion of U.S. Treasuries, the largest foreign holder. Those holdings have been sliding for months as Tokyo’s own debt-to-GDP sits above 220% and JGB yields explode. When the world’s biggest overseas buyer starts preferring its own higher-yielding paper (or just needs the cash), the bid for U.S. duration gets thinner.

That’s the illiquidity Bessent is now admitting he cannot paper over with a few billion in buybacks against hundreds of billions in new issuance and $40 trillion+ of existing debt.

When the official who called himself “the house” starts saying he cannot set the equilibrium price, the market is telling you something simple: we are in a bond crisis.

The most dangerous response from @yutokanzakireal: “Japan isn’t just betting against the house, it’s bringing the entire house down.”

We’re now seeing that as a global debt crisis which could catastrophically turn into a global liquidity crisis if not stopped.

That’s why gold exists. Not as a trade. As the asset that doesn’t require a Treasury Secretary to promise he can still control the price.

[Not Kevin Warsh @Not_KevinWarsh]

Printer is coming

[First Squawk @FirstSquawk]

US TREASURY TO BUY UP TO $6 BLN OF 10-20 YEAR DEBT IN OCTOBER 1 LIQUIDITY BUYBACK

[Trader_dmx @dmx____]

@Nostre_damus you just answered your own question

[£K€N£ 🦅 @Bagchaser3310]

Everyone wants to get rich from trading, untill you're sitting in your room like this

[DestinyFX @destined4life_]

🤣🤣🤣

[Trader_dmx @dmx____]

@timheus good post. Cheers

[Trader_dmx @dmx____]

@Gaius_Gold @BujokMr With how things you mention are going, and the record gas prices, PCE just need to come out 0.3-0.4 M.O.M to unleash absolute chaos, cherry on top of cake.

I am smelling some TACO trade before end of week due to these inflationary pressure, of course, if trumps still want cuts.

[Trader_dmx @dmx____]

USA needs to have a massive reset, a big catastrophe so a new country or alliance can take the lead. Unacceptable that a single country is causing this damage to the world, for the sake of money and to protect some Pedophiles.

#USA #TrumpCorruption #IranWar‌

[The Hormuz Letter @HormuzLetter]

BREAKING: Australia could face diesel rationing within weeks and prices above A$4 a litre, nearly 40% above today, if the US goes ahead with its export ban, the most worrying development in global fuel markets since the war began, per MST Marquee's head of energy research.

Australia is the world's largest importer of diesel in absolute terms, accounting for 1% of global fuel demand but 10% of the world's seaborne diesel imports, and it runs an economy weighted to agriculture and mining. A ban could force the government to stage 3 and 4 of its National Fuel Security Plan, which covers demand reduction and directed allocation of supply.

The US exports about 1.3 million barrels of diesel a day, a quarter of its refining output, and has been covering the gap left as Russia and China stopped exporting refined fuels.

The UK is now preparing rationing plans of its own, with 42 days of diesel left as of July.

[The Kobeissi Letter @KobeissiLetter]

Central banks are likely buying way more gold than official figures suggest:

World central banks acquired +44 tonnes of gold in July, +158% above the pre-2022 average of +17 tonnes, according to Goldman Sachs.

This brings the 3-month average of purchases to +91 tonnes, near its highest since mid-2025.

By comparison, the 12-month moving average has oscillated between +50 and +60 tonnes over the last few months.

Meanwhile, official central bank purchases of gold stood at +23 tonnes in July, or 21 tonnes below actual levels.

Furthermore, official monthly purchases have not exceeded +60 tonnes in any month since November 2024, also representing a wide discrepancy.

Central bank gold demand may be much greater than official figures suggest.

[Bryan @Allinbry]

Higher timeframe is in a downtrend.

So why the fuck are you buying?

[Trader_dmx @dmx____]

@MapleStax yes

[REDPILL CLIPPERS @redpillclipperx]

♦️J3wish Student CONFRONTS And PRESSES Myron On J3wish Supremacy And Gets EASILY DERAILED 😤

"I can tell you're a J3w, you aren't gonna win here"

[Prof @TheProfInvestor]

The odds of that being a coincidence are essentially zero. ZERO.

Oil has topped between 11:30–12
every single day this week.

This is bizarre.

[Earth Hippy 🌎🕊️💚 @hippyygoat]

A century of brainwashing is now over.
-Candace Owens