Stocks down, bond yields up…where’s all the liquidity flowing to?
Is it just sitting on the sidelines waiting?
Discussion
I'd guess it's covering leverage
Yeah nah my ‘risk assets’ are now shitting the bed. GN
Yes
Hi nadia nice to meet you 🤝 I think the blanket is too short. Trump arrived too late. If China sells US treasury securities in bulk as it is already doing, they will be bitter dicks for everyone
Hello to you too 👋
Yep that all make sense.
I understand their sale of US treasuries has been more of a slow burn?
Do you think the risk of China tanking their reserves and sending the Yuan in either direction will prevent them from dumping treasuries?