Ten31 Timestamp: Mr. Warsh, I Don't Feel So Good

While US and Chinese leaders exchanged niceties in Beijing, bond markets were selling off hard. Thirty-year Treasury yields hit their highest level since 2007, inflation prints came in hot, and the Strait of Hormuz started looking like a live test of Bitcoin as money for enemies. 🔗 https://bitcoinproducts.com In this episode: US-China summit theater and what was actually accomplished Global bond yields hitting highs not seen since 2007 Hot CPI and PPI prints versus the AI productivity narrative Treasury repo "dirty tricks" and lending against its own debt ...