“Possibly, the world is reconsidering.”
“Treasuries are losing their haven status. Capital is leaving the US at an increasing rate as the dollar’s reserve-currency standing is diminished, and the risk of a recession raises the likelihood of an inflation-stoking a double-digit fiscal deficit,” said Simon White, a macro strategist with Bloomberg.
“Much of the challenge we have seen over the last decade have been policy dynamics or geopolitical dynamics that were driven outside of the United States,” he said. “It’s a different dynamic this time, which is causing people to be less confident in US assets, both on the equity side and on the fixed-income side. There has probably been some permanent damage.”
If recent history is any guide, a buyers’ strike may have long-lasting repercussions for US borrowing costs.
https://www.bangkokpost.com/business/gen...sky-assets
China must keep selling its treasury holdings to bring Trump on his knees. Trump has no cards, China must take revenge for Zelinksy. Trump waiting for Xi to call Wait long long
Just pray they don't do another 911 to regain confidence...
America biggest asset is not stock market. Is their bond market. This one go down, the world will go depression
Would you lend money to a country that is run by a leader who went bankruot 6 times?
It is risky because market is saying Truml may go for a default on the debt or monetise away the debt.
In the past president behavior is predictable and their words dependabls.
But trump is not reliably not dependable.
He maybuse the negotiations to ask for haircut on US debt. Countries like Japan it makes sense to sell before this happens.
After Jun, you will know what happen?
US bond is going to default?
(13-04-2025, 11:46 AM)Niubee Wrote: [ -> ]America biggest asset is not stock market. Is their bond market. This one go down, the world will go depression
ultimately the us$ is the one!
if us$ is no more the reserved currency beocs of mad trump he will make history in the 21st century
(14-04-2025, 11:14 AM)talky Wrote: [ -> ]ultimately the us$ is the one!
if us$ is no more the reserved currency beocs of mad trump he will make history in the 21st century
When UK handover reserve currency to America, it took 100yr. This is a slow process
(13-04-2025, 11:46 AM)Niubee Wrote: [ -> ]America biggest asset is not stock market. Is their bond market. This one go down, the world will go depression
They can go into depression not the rest of the world. As long as the rest world continue to trade
(14-04-2025, 07:23 AM)sgbuffett Wrote: [ -> ]It is risky because market is saying Truml may go for a default on the debt or monetise away the debt.
In the past president behavior is predictable and their words dependabls.
But trump is not reliably not dependable.
He maybuse the negotiations to ask for haircut on US debt. Countries like Japan it makes sense to sell before this happens.
"But trump is not reliably" (you are 101% right)
"not dependable." (Y!. U are right again)
(14-04-2025, 07:18 AM)Tee tiong huat Wrote: [ -> ]This one is 
Trump's make for Trumpet Triumph...mph.
(13-04-2025, 08:08 AM)theold Wrote: [ -> ]“Possibly, the world is reconsidering.”
“Treasuries are losing their haven status. Capital is leaving the US at an increasing rate as the dollar’s reserve-currency standing is diminished, and the risk of a recession raises the likelihood of an inflation-stoking a double-digit fiscal deficit,” said Simon White, a macro strategist with Bloomberg.
“Much of the challenge we have seen over the last decade have been policy dynamics or geopolitical dynamics that were driven outside of the United States,” he said. “It’s a different dynamic this time, which is causing people to be less confident in US assets, both on the equity side and on the fixed-income side. There has probably been some permanent damage.”
If recent history is any guide, a buyers’ strike may have long-lasting repercussions for US borrowing costs.
https://www.bangkokpost.com/business/gen...sky-assets
“Treasuries are losing their haven status"
Thank to Triumph Trump the SAO Sao Lam, something wrong inside one left side does not communicate will with the right side - Brain Brainstorming goes happy goes lucky, if lucky. He is half sai sao lan.
![[Image: Screenshot-2025-04-11-22-31-32-11-40deb4...480b12.jpg]](https://i.ibb.co/wNhS6rvc/Screenshot-2025-04-11-22-31-32-11-40deb401b9ffe8e1df2f1cc5ba480b12.jpg)
![[Image: Screenshot-2025-03-04-17-07-56-23-40deb4...480b12.jpg]](https://i.ibb.co/hxPc9pWY/Screenshot-2025-03-04-17-07-56-23-40deb401b9ffe8e1df2f1cc5ba480b12.jpg)
