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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 4 of 4

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 4 of 4

Untitled 3bae3f

*Netflix movie soon...?*

Jan 30, 2026·Kevin Warsch
Untitled 3bae3f

https://x.com/Geiger_Capital/status/2017228738652459450?s=20

#StanDruckenmiller #ScottBessent #KevinWarsch

Jan 30, 2026·Federal Reserve
https://x.com/Geiger_Capital/status/2017228738652459450?s=20

https://x.com/Geiger_Capital/status/2017235418492654004?s=20

#Fed #KevinWarsh #RonLauder

Jan 30, 2026·Federal Reserve
https://x.com/Geiger_Capital/status/2017235418492654004?s=20

PIMCO | The American privilege is fading

> "U.S. Treasuries long carried a **“convenience yield**” – a premium investors paid for the **liquidity** and **safety of dollar assets** compared with other high quality sovereign bonds." > "Over the past decade, that gap has evaporated, shrinking from nearly **80 bps** to **roughly 0** when adjusting German bund and Japanese government bond yields hedged back into dollars using maturity-matched cross currency…

Jan 20, 2026·Bonds
PIMCO | The American privilege is fading
Kevin WarschFederal ReserveUSA
+55 more tags
GeopoliticsReport, Blogs & InsightsMacro / EconomicsMonetary PolicyUS / West

Untitled 3bae3f

Netflix movie soon...?

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UJ
Jan 30, 2026
Source
Federal ReserveUSAReport, Blogs & Insights
Source
Federal ReserveUSAReport, Blogs & Insights
Source
BondsCreditFederal Reserve
+88 more tags
+4
4 more tags
Macro / EconomicsGeopoliticsMonetary PolicyUS / West

https://x.com/Geiger_Capital/status/2017228738652459450?s=20

#StanDruckenmiller #ScottBessent #KevinWarsch

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UJ
Jan 30, 2026
+4
4 more tags
Macro / EconomicsGeopoliticsMonetary PolicyUS / West

https://x.com/Geiger_Capital/status/2017235418492654004?s=20

#Fed #KevinWarsh #RonLauder

View Full Article
UJ
Jan 30, 2026
GeopoliticsMacro / EconomicsMarkets & InvestmentsMonetary PolicyReport, Blogs & InsightsUSUS / WestUSA

PIMCO | The American privilege is fading

"U.S. Treasuries long carried a “convenience yield” – a premium investors paid for the liquidity and safety of dollar assets compared with other high quality sovereign bonds."

"Over the past decade, that gap has evaporated, shrinking from nearly 80 bps to roughly 0 when adjusting German bund and Japanese government bond yields hedged back into dollars using maturity-matched cross currency…

View Full Article
UJ
Jan 20, 2026