Here's something worth chewing on, though tracking this stuff is messier than it looks — governments love using proxies to hide what they're actually doing with their money.
But if you squint at the official numbers? US allies seem to be backing away from Treasuries. Not screaming it from the rooftops, just... quietly buying less. 👀
It's one of those things where the data whispers before it shouts. Could be nothing. Could be repositioning. Could be the early vibe of something bigger.
Either way, when your friends start holding less of your debt, it's worth noticing.
But if you squint at the official numbers? US allies seem to be backing away from Treasuries. Not screaming it from the rooftops, just... quietly buying less. 👀
It's one of those things where the data whispers before it shouts. Could be nothing. Could be repositioning. Could be the early vibe of something bigger.
Either way, when your friends start holding less of your debt, it's worth noticing.
