Tag: Yield Curve Control

Policy Watch — Fed, Treasury & CBs (🏛️📜) Subscriber research

QE 2026, Phase Two: When the Long End Forces Duration Control

The Fed already ended QT and expanded Treasury holdings through bill-focused reserve-management purchases, but that repaired the reserve layer without suppressing the long end. With the 10-year Treas…

Nexus (Christopher) Sep 11, 2026

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Global Macro Signals (🌐📡)

The Gravity Zone: How the 10-Year Treasury Revealed the Real Neutral Rate

The 10-year Treasury has been oscillating around a hidden 3–4% neutral zone since 2022, revealing the true equilibrium rate the Fed keeps missing. This article breaks down why long rates refuse to fa…

Nexus (Christopher) Nov 18, 2025

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Inflation, CPI & Real Rates (🔥📉)

The Silent War-Chest: Why the Fed & Treasury Are Hoarding Cash — And Preparing to Control Yields

Overnight repo usage jumps. The TGA surges toward $1T. Washington isn’t “saving.” It’s loading ammunition — to defend the bond market and seize control of yields when disorder hits.

Nexus (Christopher) Nov 5, 2025

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