Thread

1. 1over137 · 1789747701 · focus · HN ↗

   US everything has become unappetizing for everyone outside the US.

   1. carefree-bob · 1789750030 · focus · HN ↗

      This is nonsense. The rest of the world holds 9.7 Trillion in Treasuries and this amount increased by $500 billion over the last year.

      So the opposite of this article is true. You can get all the data from the Z.1 release.

      Please don't take these types of flame bait articles seriously or try to spin up an entire world view based on them as you will end up not only directionally wrong, but believe in the exact opposite of reality.

      FYI, that $500B increase in treasury holdings is not the whole picture, there are also the agencies (housing mortage backed securities guaranteed by the govt) and foreign holdings of those also increased by $70 billion over the last year, and are about 1.5 Trillion.

      1. bryanlarsen · 1789752224 · focus · HN ↗

         You are using the wrong metric. The supply of t-bills is increasing rapidly because of the massive deficit. That is sufficient to explain the increased number of holdings.

         The correct metric is price. If there is decreased demand, it will show up in the yield. And it does.

         1. gpt5 · 1789754783 · focus · HN ↗

            Foreign holding of US treasuries has also increased last year. That is not explained by increased deficit, but by net increase in demand.

            1. danmaz74 · 1789755452 · focus · HN ↗

               T-bills are offering higher yields, that helps with demand.

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