US public debt

US stock market analysisTrade WarJapanUS economyWarren Buffett1. IMPORTANT WEEKLY ANALYSISThe FedUnemploymentGoldUS debt crisisINVESTMENT PORTFOLIOGlobal Stock MarketsCentral BanksSouth KoreaGermanyThe Federal ReserveUS public debtWEEKLY MARKET RECAPUS Job MarketUS deficitWorld EconomyS&P 500tradingSilverDebt
JapanJapan
+3+3
⚠️CHART OF THE WEEK: The size of the Japnese FX intervention is unprecedented

⚠️CHART OF THE WEEK: The size of the Japnese FX intervention is unprecedented

Meanwhile, the Treasury reportedly used euros instead of dollars for part of the operation

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+4+4
Global long-term bond yields are surging

Global long-term bond yields are surging

Meanwhile, US Treasuries are on a streak not seen since the Great Financial Crisis

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+4+4
China's holdings of US Treasuries continue to decline

China's holdings of US Treasuries continue to decline

Meanwhile, the UK stockpile hit another record

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+3+3
US budget deficit continues to rise

US budget deficit continues to rise

The US government debt crisis is still getting worse

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+1+1
Emerging markets have a long history of dumping US Treasuries when things go wrong

Emerging markets have a long history of dumping US Treasuries when things go wrong

EM demand for US debt weakens sharply during adverse market or geopolitical events

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+6+6
Foreign appetite for US Treasuries and equities is fragile

Foreign appetite for US Treasuries and equities is fragile

Demand for US assets evaporates every time an adverse event occurs.

Global Markets Investor
Global Markets Investor
US stock market analysisUS stock market analysis
+4+4
The global bond crisis is accelerating, and investors are noticing it

The global bond crisis is accelerating, and investors are noticing it

Government bond yields are making another leg higher globally

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+3+3
⚠️CHART OF THE WEEK: Interest costs and military spending are driving the rise in government expenditures

⚠️CHART OF THE WEEK: Interest costs and military spending are driving the rise in government expenditures

The US government is running the 3rd-largest deficit in history

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+2+2
Investors are increasingly demanding higher compensation for holding US public debt

Investors are increasingly demanding higher compensation for holding US public debt

How far will US government bond yields increase?

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+2+2
⚠️CHART OF THE WEEK: Japan is likely selling US Treasuries to defend the yen

⚠️CHART OF THE WEEK: Japan is likely selling US Treasuries to defend the yen

Japanese interventions are adding pressure to the Treasury market

Global Markets Investor
Global Markets Investor
US debt crisisUS debt crisis
+2+2
Calendar-related adjustments understated the US budget deficit for March

Calendar-related adjustments understated the US budget deficit for March

The US government spending is out of control

Global Markets Investor
Global Markets Investor
The FedThe Fed
+3+3
⚠️Foreign central banks are dumping US Treasuries at the fastest pace in years

⚠️Foreign central banks are dumping US Treasuries at the fastest pace in years

Foreign central banks are adding to the pressure in the Treasury market at the worst possible time

Global Markets Investor
Global Markets Investor