China Dumping US Treasuries!

With the US Debt and Budget Defitic exploding, how will the US Government deal with its increasingly dire Fiscal situation? Especially with China and other investors around the World dumping their US Treasury holdings?

Who will buy the Debt?

This week we take a closer look at some of the data behind the popular narrative of the US Treasury's imminent demise. Is there really a buyer's strike on US Sovereign issuance? Or is there something else that explains those scary charts of the US Treasury holdings?

We also highlight a recent interview with MacroVoices which can be found at the link below.

This and more on the latest episode of MILKSHAKES MARKETS MADNESS.

FULL-LENGTH EPISODE 99 (October 27, 2024)

[Joshi-dm]

Given the persisting global economic crisis, it's essential for individuals to focus on diversifying their income streams independent of governmental reliance. This involves exploring options such as stocks, gold, silver, and digital currencies. Despite the adversity in the economy, now is an opportune moment to contemplate these investment avenues.

[georgescanvas]

Brent - a couple of things you can do to minimize reflections on your glasses : Try turning down your monitor brightness to the lowest level at which you can still read; buy a hood for your screen if its a desktop; angle your monitor slightly away from perpendicular ( or shift your viewing angle) ; use a matt i.e non shiny surface monitor ; . .. Best regards

[markhow]

Don’t waste much time worryingly about how you look to us. We’re here in gratitude because you are generous with your knowledge.

[djangogeek]

29:22 - 31:17 China not dumping treasuries. Its just the price.

[ferregu]

This is one of the best most informative economic videos I have seen in a while!

[Sammy_McKay]

Brent, anyone predicting recession as imminent after the fed started raising rates is not looking at history. The history shows that recession is imminent after they've been cutting rates for a few months. Which is pretty intuitive, b/c the reasons why they raise and lower rates. They raise when economy is too hot or inflation is too hot. They cut when unemployment is rising, and economy is weakening. Unemployment spikes occur on the tail end, after the fed begins to cut rate. And unemployment spiking coincides with every recession we have on record. We have never seen unemployment get into an uptrend, (let alone a 2 year uptrend like we have now), and it not result in a recession. Every time without fail. I am all for theorizing about hw this time could be different, but history suggests this time is likely the same.

[gbutube]

Thank you. Useful, well organized and delivered.
Gus is awesome.

[LươngDuy-du]

Thank you for all of your work and the great information you provide. I'm retirement age and am taking management of my own retirement funds. It's a bit daunting, but leaving them in Bank or savings has not proven very profitable. I also have a shark mentality, keep moving...keep learning. I have learned so much in the last 2 years about investing, Options, and Crypto but still have mountains more to learn. It's not as daunting when I come across someone like you who is wanting to share your knowledge to help others and truly cares about bringing others along with I have managed to grow a nest egg of around 210k to a decent 732k in the space of a few months... I'm especially grateful to Alison Bruce, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[benfranklinskite]

So, interest rates rise lowering the value of the bonds.
The lowering of the value of the bonds means the people who believe the dollar collapse is imminent can reinforce their belief by confusing lowered value with sales.

[wantstocomment]

is Cayman Islands cover for Tether USDT on US treasury foreign holdings?

[severelyltd]

It should be noted on the foreign ownership of US Bonds that in Ireland's case the US bonds are owned mostly by US entities domiciled in Ireland for tax purposes i.e not the Irish central bank. I wonder if you were to look at the other foreign ownership would a similar pattern emerge particularly the UK. How much of these foreign holdings are actually owned by US companies and banks?

[kandismueller]

Your glasses look good on you. We are all accustomed to visually filtering out those reflections. And it is important to see clearly. Gus is too cute!

[randyosborne]

The Constitutional framers were the smartest people to walk this planet. No two party system. Just a Constitutional Republic.

[trailguy]

100, 000 subscribers by Christmas. No problem. Thanks for having a channel. It’s show-time for the milkshake theory to play out which will quickly give way to PMs. Your biggest fan here…

[jimpanse]

0:40 polarizing filter in front of camera. They can filter out reflections if they are oriented correctly.

[EJARNY]

Excellent reminder and breakdown of the arguments!

[R-hz]

Thanks mate please keep up the commitment of traders updates

[HeapLeach]

Highly informative. Thanks for helping us understand the madness in monetary markets.

[bravim]

I didn't know you have your channel. Glad found you. subscribed.

[DDFF]

The FED keeping rates higher for longer probably delays any form of dedollarization, because no-one wants to sell their treasuries at a loss (the FED made them bagholders 😀). It is a risky game, because they can't know for sure how the corporate sector will react when they have to refinance (debt maturity wall) in the next few years at higher rates. Based on history, it will probably backfire at some level, when they realize they can't control everything (as usual).