Japan Just Fired a Warning Shot at U.S. Debt #uspolitics #economics #japan #usdollar #bankofjapan
December 18th delivered seismic capital flow reversals as Japan hiked rates and nations worldwide started dumping U.S. Treasuries. The yen carry trade is unwinding, Japanese bonds are becoming a safe haven, and there’s a mystery: if everyone’s selling our debt, who’s buying at Treasury auctions?
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Oh, boy! 😵💫
And they wonder why gold just hit $4500. The US buck is sending out an SOS.
FEED jest trupem.
Przystań dla Chin.
Muszą czy chcąc czy nie chcą.
Chodzi….
Tak ma być.
I googled the TIC data after you mentioned it previously. It is astounding that 1) Cayman Islands is our largest foreign debt holder, and 2) no one is screaming about this. Not Powell, not the Dems, not the press.
Max, love your deep finance / economic analysis, but a few diagrams would help it make sense (or ring alarms)… asking for a friend.
❤l