The Kobeissi Letter
The Kobeissi Letter|10月 21, 2026 18:39
BREAKING: Foreign holdings of US Treasuries jumped +$83 billion in August, to $9.33 trillion, their 6th-highest total on record. The surge was driven by Canada, which raised its holdings by +$38 billion, to $465 billion, its 4th-highest on record. This was followed by Belgium, which increased its holdings by +$20 billion, to a record $491 billion. The UK, the 2nd-largest holder, raised its holdings by +$11 billion, to a record $1.01 trillion. Meanwhile, Japan, the largest foreign holder, cut its holdings by -$36 billion, to $1.07 trillion, its lowest since November 2024. China, the 3rd-largest holder, reduced its holdings by -$27 billion, to $591 billion, its lowest level since August 2008. Foreign holdings of US Treasuries are rising despite continued selling in Japan and China.
+6
Mentioned
Share To

Timeline

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads