US debt crisis

US stock market analysisTrade WarJapanUS economyWarren Buffett1. IMPORTANT WEEKLY ANALYSISThe FedUnemploymentGoldUS debt crisisINVESTMENT PORTFOLIOCentral BanksGermanyThe Federal ReserveUS public debtWEEKLY MARKET RECAPUS Job MarketUS deficitWorld EconomyS&P 500tradingSilverDebt
US debt crisisUS debt crisis
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⚠️No one will benefit more from lower rates than the US government

⚠️No one will benefit more from lower rates than the US government

Interest expense on US public debt has never been bigger

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US debt crisisUS debt crisis
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⚠️The US budget deficit rose sharply in July

⚠️The US budget deficit rose sharply in July

The US Treasury is running the third-largest budget gap in history

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Global Markets Investor
US debt crisisUS debt crisis
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⚠️CHART OF THE WEEK: Is China dumping US Treasuries?

⚠️CHART OF THE WEEK: Is China dumping US Treasuries?

China saw its Treasury holdings decline to the lowest in 16 years.

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US debt crisisUS debt crisis
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The US Dollar remains the world’s most liquid and trusted currency

The US Dollar remains the world’s most liquid and trusted currency

The US Dollar dominates global finance

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US debt crisisUS debt crisis
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⚠️The US government is running one of the largest deficits in history

⚠️The US government is running one of the largest deficits in history

This is despite a budget surplus recorded in June 2025

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US debt crisisUS debt crisis
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⚠️The US debt crisis is set to get even worse

⚠️The US debt crisis is set to get even worse

The US budget deficit could hit as much as ~8.0% under the new bill

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US economyUS economy
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⚠️CHART OF THE WEEK: China's official holdings of US Treasuries dropped to the lowest in 16 years

⚠️CHART OF THE WEEK: China's official holdings of US Treasuries dropped to the lowest in 16 years

However, China is likely owning $300-$700 billion through Belgium and Luxembourg.

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US debt crisisUS debt crisis
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⚠️The US budget deficit remains historically elevated

⚠️The US budget deficit remains historically elevated

The US government is running the third-highest budget deficit ever

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Global Markets Investor
US debt crisisUS debt crisis
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🚨US Treasury is supporting the bond market

🚨US Treasury is supporting the bond market

Treasury debt buybacks are trending upward

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JapanJapan
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🚨Japanese life insurance companies are posting record unrealized losses

🚨Japanese life insurance companies are posting record unrealized losses

Is the global bond market blowing up?

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JapanJapan
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!?️What is happening with the global government bond market?

!?️What is happening with the global government bond market?

Bond investors are in control of the financial markets - this is key to watch

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Global Markets Investor
JapanJapan
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⚠️CHART OF THE WEEK: Every investor should watch the US and the Japanese bond markets

⚠️CHART OF THE WEEK: Every investor should watch the US and the Japanese bond markets

Japan's 30-year government bond yield hit 3.0% for the first time in 25 years.

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