Move over Jackson Hole and inflation fears. The real driver behind the recent swoon in crypto and stock markets is likely the impending liquidity drain stemming from the U.S. government’s Treasury ...

The ongoing debt ceiling debate continues, and the equity markets have not paid much attention. It doesn't appear that the equity markets should be overly concerned about the debt limit. These debates ...

The U.S. Treasury's plan to refill its General Account (TGA) with $500–600 billion over the next two months is set to test one of the most fragile liquidity environments in a decade. "In 2023, a $550B ...

One benefit from shutdown's end would be loosening of liquidity since the U.S. Treasury, during the shutdown, is not making as many payments as it usually would. "The first [impact] is tighter ...

Bitcoin and crypto may still have a friend in U.S. treasury secretary Janet Yellen if liquidity comes roaring back to the economy next week, says Arthur Hayes. Bitcoin and altcoins have little hope in ...