World's Largest Sovereign Wealth Fund to Cut U.S. Treasury Holdings - LinkedIn

World's Largest Sovereign Wealth Fund to Cut U.S. Treasury Holdings - LinkedIn

Source: LinkedIn

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DW NOTE

Norway's Government Pension Fund Global holds $1.7 trillion in assets, 40% of which are U.S. Treasuries. If the world's largest sovereign wealth fund is rotating out of dollar debt while the Fed contemplates raising rates and the deficit runs at 6% of GDP, that's not portfolio rebalancing — that's a repricing of American creditworthiness in real time.

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