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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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From: ajtj998/28/2025 1:30:05 PM
   of 97263
 
T-Bills are dropping in yield, but the reason they are dropping may be unique in the past 50-years or more.

The longer the DC Circuit Court of Appeals takes to decide the Tariff case appeal from the CIT, the fewer T-bills are auctioned.

Tariffs are stacking up to the tune of $30-Billion/month. That's about 1/6 of the monthly deficit. That's a reduction in anticipated T-bill supply of $30-Billion/month.

Despite the strong growth in the 3rd Qtr and a possible inflationary rate cut in the end of September, T-bills appear to be focused on the here and now, which is:

-$30-Billion/month is going into the Treasury.
-The administration is stacking additional tariffs to go into effect if the CIT appeal is not successful.
-The appeals of the CIT ruling are dragging out.
-Nobody has said anything yet about refunds after the possible failure of appeals of the CIT ruling.
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