Justin Bechler #BIP-110
@1914ad
bitcoin. nothing else.
参加 October 2021
2.9K フォロー中 28.9K ファン
⚠️ US 30yr just closed at the highest since 2007.
If Treasury demand collapses further, the pressure on Kevin Warsh to relent on the balance sheet would test his anti-QE conviction.
History suggests the Fed blinks when bond markets break. Powell learned that lesson in 2020.
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AMERICA'S LARGEST CREDITOR IS OFFICIALLY DUMPING US DEBT.
Japanese investors sold ¥5 trillion ($33 billion) of U.S. sovereign bonds in Q1 2026, the largest quarterly selloff since 2022.
The cost of currency hedging has made U.S. debt a losing trade for Japan, forcing them to pull their money back home.
With Japan exiting, the primary buyer of the U.S. bond market is vanishing.
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