An $80 Billion Treasury Shift Could Be a Warning for U.S. Bonds - barchart.com
An $80 Billion Treasury Shift Could Be a Warning for U.S. Bonds - barchart.com
Source: barchart.com
―
DW NOTE
Foreign holders dumped $80 billion in Treasuries while the Fed holds rates at 3.65% and inflation runs hot on oil at $100. When your largest creditors step back during a shooting war that's cut global oil supply 6%, the yield curve isn't pricing risk — it's pricing whether anyone still wants the paper at these coupons.