According to @Andre_Dragosch, the US Treasury is experiencing difficulties in marketing long-term debt due to a lack of investor willingness to lend money to the US government over extended periods. This indicates potential structural changes in the investment landscape, which could impact long-term interest rates and bond market strategies. Such shifts are crucial for traders to monitor as they may influence market liquidity and pricing dynamics.

According to @KobeissiLetter, in 2025, $9.2 trillion of US debt will either mature or need to be refinanced, accounting for 25.4% of the total $36.2 trillion US government debt. This significant maturity is a key reason for rising interest rates, as investors anticipate increased borrowing costs and potential shifts in monetary policy. Understanding these dynamics is crucial for traders assessing the US bond market and interest rate movements.

According to @KobeissiLetter, in 2025, $9.2 trillion of US debt is set to mature or require refinancing, representing 25.4% of the total $36.2 trillion US government debt. This substantial proportion is a key factor in the current rise of interest rates, highlighting significant implications for bond traders and investors in the US financial markets.

According to The Kobeissi Letter, the influx of bonds into the market has led to falling bond prices and rising yields, an effect attributed to basic supply and demand dynamics. This trend has resulted in real yields moving higher consistently since 2022, indicating that inflation is not the primary factor driving the recent increase in rates.

According to The Kobeissi Letter, the US deficit reached $1.8 trillion in 2024, accounting for 6.4% of GDP. This has led to over $1 trillion per year on interest expenses alone. The need to finance this debt is primarily addressed through the sale of US government bonds, making it crucial for traders to monitor bond market dynamics as interest rates and bond demand will influence trading strategies.

According to The Kobeissi Letter, the US deficit has reached $1.8 trillion in 2024, equating to 6.4% of GDP. This substantial deficit results in over $1 trillion per year in interest expenses, creating a significant demand for US government bonds. Traders should note the implications for bond yields and market liquidity as this debt requires continued purchasing.