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Bond Market Supply and Demand Imbalance

The Bond Market's Warning Signs Are Clear: Will We Heed Them? The recent events in the U. S. Treasury bond markets – Japan selling its U. S.

Treasury holdings to prop up the yen, Treasury Secretary Scott Bessent intervening to mitigate market pressures, and rising long term bond yields alongside dollar weakness – have left many perplexed.

Beneath these surface level issues lies a more pressing concern: debt dynamics driving these events.

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