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Today · 2026-09-15 · Tue

Netherlands International: ten-year return on United States debt is 4.5 per cent short-term

On 27 August, Padhraic Garvey and Michel Tukker of the Netherlands International stated that the United States might face greater difficulties in reducing its 10-year national debt return by 4.5 per cent in the short term. The Head of American Studies and Senior Interest Rate Strategyer, Tukker, stated that the United States Treasury had won the first race to lower long-term United States debt return, “but more will come later”. They stated: “As a whole, if the purpose of the buy-back plan is to force structurally low rates of return on long-term United States debt, then there will be a hard fight in the future.” As a result, they expect that the return on United States debt for the 10-year period will not fall by 4.5 per cent, “the pressure to rise to 4.75 to 5 per cent remains in place”. They expect that the current 10-year rate of return on United States debt will remain within 4.5-5 per cent. Kim Xian

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Wall Street Journal: The country with the largest trade surplus with the United States is now Viet Nam

On 27 August, according to the Wall Street Journal, Viet Nam was the largest beneficiary in the year following the start of the reorganization of global trade in favour of the United States. Data for the first half of the year show that Viet Nam ' s trade surplus to the United States reached $114 billion, which exceeds that of Mexico. This is an unexpected result for an economy of only one quarter of Mexico。

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Kuwait, Qatar increased exports of crude oil through the Strait of Hormuz to 70 per cent before the conflict

On 27 August, Kuwait and Qatar, two of the smaller oil-producing countries in the Persian Gulf, are increasing the volume of crude oil transported through the Strait of Hormuz, further facilitating the recovery of oil shipments from the waterway. The traders revealed that, before the outbreak of the Iranian war, the two countries had collectively exported about 2 million barrels of oil per day, and that they had now returned to 70 per cent of pre-conflict levels. The United Arab Emirates was the first Gulf oil-producing country to resume large-scale oil exports through the Strait of Hormuz, and trans-ship-to-ship in the Gulf of Oman by means of what is known as “script transportation”. It has since joined. According to traders, between 7 and 8 million barrels of oil are currently transported through the Strait of Hormuz, up from about 4 million barrels in mid-July, or about three quarters of pre-war levels. Vortexa indicated on Monday that the flow of oil transported through the waterway was close to 10 million barrels per day。

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Hyperliquid Lit's first big space is 20 times the dobitcoin, flat SOL and AVAX

Hyperbot data show that Hyperliquid LIT's first big opening was 20 times more than TT$ this morning, and that the warehouse currently holds 230.52942 BCC, which is about US$ 172,000, and that SOL and AVAX have been fully emptied, and its 3 times leverage LIT is still holding 2,528,000 LTs, which is a deficit of $5.13 million. To date, the whale's silo distribution has a multi-heading value of approximately $32.25 million, with an empty silo value of approximately $8.5.4 million and an overall stowage deficit of approximately $4.778 million, with an investment return of 40.15 per cent。

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BlackRock: U.S. Treasury's over $40 trillion in support of bitcoin investment theory

Robbie Mitchnick, Global Digital Asset Manager, BlackRock, stated that the long-term investment theory of Bitcoin was gaining support as the United States Treasury debt reached about $40.05 trillion. He noted that concerns about government borrowing had prompted some investors to consider assets beyond the sovereign monetary system. According to Mitchnick, government debt and budget deficits are becoming a major market concern and investors may increase the allocation of scarce assets. Mitchnick also mentioned that Bitcoin also benefited from the inflow of ETF funds, the recovery, the weakening of the United States dollar and changes in the national debt market。

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GERMANY: The United States Treasury expects more active intervention in debt management

On 27 August, Deutsche Bank strategists indicated that, following the announcement of a doubling of the scale of long-term national debt buy-backs, the United States Treasury Department was expected to take a more proactive approach to debt management, moving forward through incremental adjustments rather than significant policy changes. “We also anticipate that the Ministry of Finance will increase communication beyond the quarterly refinancing arrangements and use the proactive release of policy signals more broadly as a policy tool. According to the strategist, the United States Department of the Treasury may use the flexibility retained in the wording of last week's bulletin to scale up long-term public debt buy-back operations to at least $4 billion as originally proposed. “Long-term national debt buy-backs usually attract up to $20 billion in bids, which provides considerable room for the Ministry of Finance to expand its operations in the near future. According to the strategist, the Ministry of Finance can also maintain operational flexibility by not clarifying the specific size of the long-term government debt buy-back operation at the time the updated arrangement is published。

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Analyst: expected or slight warming in the market before the September Fed meeting

On 27 August, in a report, Reto Cueni, Chief Economist of the Stae Group, stated that the market might have slightly increased the expectations of the September Fed meeting. He noted, however, that it was still possible that most of the current market would expect the Fed not to increase interest rates, and that the Stae Group itself did not consider that to do so. “For the time being, we maintain our judgement that the Fed will not increase further in the second half of this year.” Based on LSEG data, the currency market currently expects a 65 per cent probability that the Fed will maintain interest rates at its September meeting。

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Connecticut sued Kalshi for cessation of business

According to Jovy Dedaj, the Chief Litigator of Kalshi, the State of Connecticut brought an action against Kalshi, a predictive market platform, for immediate cessation of its operations in the State, but the State did not take the same measures with respect to other forecast markets that were still operating locally. According to Jovy Dedaj, this situation reflects inconsistencies in law enforcement at the state level and involves jurisdictional disputes between the forecast market between state-level lottery regulation and the federal regulatory framework。

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LARGE COMMODITY DEALER WTI CRUDE OIL TOOP 1 EMPTY: LARGE COMMODITY DEALER CL WITH 30,664.01 EMPTY

THE BULK COMMODITY DEALER “WTI CRUDE OIL TOP 1 WAS EMPTY” CL HAD 30,664.01 BLANKS, APPROXIMATELY US$24,79799.71, AND THE HOLDING CAPACITY WAS US$74,467.72.94, THE AVERAGE PRICE FELL FROM US$82.21 TO US$81.98. THE CURRENT SURPLUS AND DEFICIT IS US$ 30,818.65 (+8.28 PER CENT) AND THE CURRENT PRICE IS US$ 81.64 AND THE LIQUIDATION PRICE IS US$ 121.81. THE ADDRESS, WHICH HAD AN EMPTY WTI CRUDE OIL LIST OF $33 MILLION, FAVOURED THE CREATION OF A LARGE COMMODITY-RELATED POSITION, INDIRECTLY INVOLVING UNITED STATES STOCK-RELATED TRANSACTIONS, WITH A MONTHLY SURPLUS OF $17 MILLION。

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