Скачать или смотреть "US Needs to Borrow $8 Trillion But Buyers Are Disappearing"- Poulo Batista

Something strange is happening in the US Treasury market, and almost nobody is talking about it. China's holdings of US Treasuries fell to $759 billion in December 2024 - the lowest level since 2001. Japan is reducing its holdings. And this is happening at the exact moment when the US government needs to refinance over $8 trillion in debt this year alone.

The Federal Reserve is cutting interest rates, but Treasury yields are rising. That's not supposed to happen. And it's happening because the traditional buyers of US debt - foreign central banks and governments - are stepping back. Some are actively selling.

In this video, I break down what's actually happening in the Treasury market, why foreign buyers are pulling out, what this means for US borrowing costs, and the potential consequences for mortgages, inflation, and the broader economy. This is a structural crisis hiding in plain sight.

🔍 Key Topics Covered:
China's Treasury holdings at 23-year low: $759 billion
Japan's reduction despite being historically the largest holder
US refinancing needs: $8+ trillion in 2024
Why Treasury yields are rising while the Fed cuts rates
The breakdown of the Treasury buyer base
Primary dealer absorption increasing dangerously
Fiscal death spiral mechanics
What this means for mortgage rates and borrowing costs
The Fed's impossible choice: monetization or fiscal crisis

⚠️ DISCLAIMER: I am not a financial advisor. The views expressed in this video are my personal observations and analysis based on publicly available data. Everyone should conduct their own research and consult with licensed professionals before making any financial decisions.

📊 Sources & Data:
US Treasury International Capital (TIC) data
Federal Reserve Economic Data (FRED)
Treasury auction results and primary dealer reports
Congressional Budget Office projections
International Monetary Fund reserve composition data

This isn't about politics. This is about math. When your biggest creditors become sellers and your borrowing needs explode, something has to give. Understanding this crisis now puts you ahead of the curve.

🔔 Subscribe for analysis on the financial system's structural problems that mainstream media isn't covering.

#Treasury #Debt #China #Japan #FederalReserve #Bonds #Economy #Finance #Deficit #InterestRates #Dollar #Crisis