Wall St Engine(@wallstengine):NORWAY’S 🇳🇴 $2.3T OIL FUND MAY CUT U.S. TREASURIES BY ~$80B NBIM proposed cutting government debt from 70% to 50% of its bond benchmark, shifting mainly into agency MBS and other U.S. debt. Dollar exposure would fall just 0.5 points, so this is not a broad U.S. exit.

Wall St Engine

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Wall St Engine@wallstengine

2026.09.04 08:59

NORWAY’S 🇳🇴 $2.3T OIL FUND MAY CUT U.S. TREASURIES BY ~$80B NBIM proposed cutting government debt from 70% to 50% of its bond benchmark, shifting mainly into agency MBS and other U.S. debt. Dollar exposure would fall just 0.5 points, so this is not a broad U.S. exit. - FT