⚡️⚡️⚡️𝐁𝐫𝐞𝐚𝐤𝐢𝐧𝐠 𝐍𝐞𝐰𝐬 New import/export data from Switzerland show that 85.58% (192.93 tons) of exported gold goes to the USA. The largest importer was the United Arab Emirates with just under 32 tons. In total, Switzerland imported 286.217 tons and exported 225.425 tons
🔥 SILVER ALERT – FIRST NOTICE DAY JUST HIT! 🔥
Friday was First Notice Day for the September contract – and the big players didn’t hesitate.
The top traders locked in over 3,830 contracts at the preferred price of $66.99.
That’s more than 19 million ounces.
#Silver#COMEX #SilverFutures
🔥 SILVER ALERT – FIRST NOTICE DAY JUST HIT! 🔥
Friday was First Notice Day for the September contract – and the big players didn’t hesitate.
The top traders locked in over 3,830 contracts at the preferred price of $66.99.
That’s more than 19 million ounces.
#Silver#COMEX #SilverFutures
I asked Grok if it could determine which countries received how much in interest payments from the USA. This is the answer.
Yes. There is no official list of countries, but it is possible to make a reliable estimate of the interest rates. The best indicator is not the current market yield, but the interest actually paid to all foreign holders.
The official benchmark
In 2025, the U.S. Treasury / BEA paid approximately $285 billion in interest to foreign holders of U.S. Treasury bonds.
With foreign holdings totaling approximately $9.2 trillion at the end of 2025, this corresponds to an effective interest rate of about 3.1%.
This is a better fit than today’s auction yields (4–5%), since many older bonds still have low coupons. The average coupon for marketable Treasuries in July 2026 was about 3.3–3.8% (bills 3.76%, notes 3.31%, bonds 3.44%, TIPS coupon only 1.13%).
More Precise Estimate for China (Due to TIPS)
According to the latest detailed survey (June 2025), China’s Treasury mix was roughly: ~70% regular notes/bonds, ~20% TIPS, ~10% bills.
This results in:
Cash coupons: approximately $19 billion per year
plus the TIPS inflation premium (not a traditional coupon, but an increase in face value): roughly $3–4 billion
Total economic return: approximately $22–23 billion
Hong Kong has more bills, so its cash coupon is slightly higher: around $8–9 billion.
What the calculation cannot account for
TIC data often shows the custodian’s location, not the ultimate holder. Some Chinese securities are held in Belgium, the UK, or Luxembourg.
Holdings are reported at market value; interest is calculated based on face value.
TIPS pay little in cash; the rest comes from inflation.
The 3.1% is an average. A country with many old 1–2% bonds receives less; one with many new bills receives slightly more.
In short: China currently receives an estimated $20 billion in cash interest per year, Hong Kong about $8 billion—together, approximately $28 billion. This is the best reliable estimate based on available sources.
#Treasury #Bonds #DEBT #RATES
💣💣China + Hong Kong just dumped $42 billion in US Treasuries in a single month.
China: –$25.9B
Hong Kong: –$16.1B
Holdings now sit at the lowest levels in years.
The silent rotation out of US debt continues.
Source: US Treasury TIC data (June 2026)
#USTreasury#Treasuries
#China
#HongKong
#TICData
#BondMarket
#debt
#rates
@pmbug It's most likely a combination of both. I think it's unlikely that they're all expiring—the total amount is too large for that, in my opinion. Unfortunately, this isn't clear from the data. I agree with you 100%—especially in times like these, you can never have enough PMs.
💣💣China + Hong Kong just dumped $42 billion in US Treasuries in a single month.
China: –$25.9B
Hong Kong: –$16.1B
Holdings now sit at the lowest levels in years.
The silent rotation out of US debt continues.
Source: US Treasury TIC data (June 2026)
#USTreasury#Treasuries
#China
#HongKong
#TICData
#BondMarket
#debt
#rates
💣💣China + Hong Kong just dumped $42 billion in US Treasuries in a single month.
China: –$25.9B
Hong Kong: –$16.1B
Holdings now sit at the lowest levels in years.
The silent rotation out of US debt continues.
Source: US Treasury TIC data (June 2026)
#USTreasury#Treasuries
#China
#HongKong
#TICData
#BondMarket
#debt
#rates
💣💣China + Hong Kong just dumped $42 billion in US Treasuries in a single month.
China: –$25.9B
Hong Kong: –$16.1B
Holdings now sit at the lowest levels in years.
The silent rotation out of US debt continues.
Source: US Treasury TIC data (June 2026)
#USTreasury#Treasuries
#China
#HongKong
#TICData
#BondMarket
#debt
#rates
💣💣China + Hong Kong just dumped $42 billion in US Treasuries in a single month.
China: –$25.9B
Hong Kong: –$16.1B
Holdings now sit at the lowest levels in years.
The silent rotation out of US debt continues.
Source: US Treasury TIC data (June 2026)
#USTreasury#Treasuries
#China
#HongKong
#TICData
#BondMarket
#debt
#rates
💣💣China + Hong Kong just dumped $42 billion in US Treasuries in a single month.
China: –$25.9B
Hong Kong: –$16.1B
Holdings now sit at the lowest levels in years.
The silent rotation out of US debt continues.
Source: US Treasury TIC data (June 2026)
#USTreasury#Treasuries
#China
#HongKong
#TICData
#BondMarket
#debt
#rates
💣💣China + Hong Kong just dumped $42 billion in US Treasuries in a single month.
China: –$25.9B
Hong Kong: –$16.1B
Holdings now sit at the lowest levels in years.
The silent rotation out of US debt continues.
Source: US Treasury TIC data (June 2026)
#USTreasury#Treasuries
#China
#HongKong
#TICData
#BondMarket
#debt
#rates
💣💣China + Hong Kong just dumped $42 billion in US Treasuries in a single month.
China: –$25.9B
Hong Kong: –$16.1B
Holdings now sit at the lowest levels in years.
The silent rotation out of US debt continues.
Source: US Treasury TIC data (June 2026)
#USTreasury#Treasuries
#China
#HongKong
#TICData
#BondMarket
#debt
#rates
📊Global Silver Vaults Weekly Update
📈Global silver holdings continue their steady climb, pushing up +0.4% WoW to reach 41,066 tons
🇬🇧 LBMA: 28,212.7 t
🇺🇸 COMEX: 10,498.5 t
🇨🇳 China (SHFE + SGE): 2,188.4 t
🇮🇳 India (MCX): 166.7 t
🔥🔥Classic bullish absorption in #XAGUSD: The price is making higher highs and surging strongly upward…
while the Cumulative Delta (at the bottom of the chart) keeps falling lower and lower. Aggressive sellers are being massively absorbed by passive buyers here.
Classic bullish delta divergence = absorption. The bulls are holding firm and swallowing it all. #OrderFlow #Absorption #Silver #daytrading #xagusd
🔥 Open Interest Silver Call Frenzy!
Yesterday’s top 5 options were ALL calls:
SOV6 (Oct):
$75 → 1,592 (+1,261)
$72.5 → 576 (+502)
$77.5 → 518 (+494)
SOU6 (Sep):
$70 → 1,508 (+365)
$69.5 → 664 (+452)
September expires next Wednesday (26 Aug). October on 24 Sep.
Someone is loading the boat hard on the upside. 🚀
#Silver #Options #COMEX
Gold Options Update 📊 Call OI clearly dominates: 631k vs. 249k Put OI (P/C 0.39)
Volume also call-heavy: 94k vs. 31k (P/C 0.33)Particularly striking is the strong spike at OCZ6 – massive Call OI + Volume.
🚨 December Gold Options (OCZ6) are ON FIRE! 📷Look at that monster spike:
• Call OI: 276,113
• Put OI: only 70,276
• Call Volume: 12,488
• Put Volume: 3,670 Traders are stacking massive call positions for December 2026 – pure conviction that gold is heading significantly higher by year-end. This is the biggest concentration of bullish bets on the entire board. December is where the real action is! 📷📷
🌕💥 #Gold #Options #GC
Gold Options Update 📊 Call OI clearly dominates: 631k vs. 249k Put OI (P/C 0.39)
Volume also call-heavy: 94k vs. 31k (P/C 0.33)Particularly striking is the strong spike at OCZ6 – massive Call OI + Volume.
🚨 December Gold Options (OCZ6) are ON FIRE! 📷Look at that monster spike:
• Call OI: 276,113
• Put OI: only 70,276
• Call Volume: 12,488
• Put Volume: 3,670 Traders are stacking massive call positions for December 2026 – pure conviction that gold is heading significantly higher by year-end. This is the biggest concentration of bullish bets on the entire board. December is where the real action is! 📷📷
🌕💥 #Gold #Options #GC
Gold Options Update 📊 Call OI clearly dominates: 631k vs. 249k Put OI (P/C 0.39)
Volume also call-heavy: 94k vs. 31k (P/C 0.33)Particularly striking is the strong spike at OCZ6 – massive Call OI + Volume.
🚨 December Gold Options (OCZ6) are ON FIRE! 📷Look at that monster spike:
• Call OI: 276,113
• Put OI: only 70,276
• Call Volume: 12,488
• Put Volume: 3,670 Traders are stacking massive call positions for December 2026 – pure conviction that gold is heading significantly higher by year-end. This is the biggest concentration of bullish bets on the entire board. December is where the real action is! 📷📷
🌕💥 #Gold #Options #GC