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jgo

(1,000 posts)
13. The panel on CNBC is saying
Wed Apr 9, 2025, 12:34 PM
Apr 2025

it is a combination of four factors: (copying their graphic)
- profit-taking on "safe" assets
- "a rush for cash" to cover margin
- concerns about U.S. fiscal policy
- uncertainty about China and its treasury holdings

The last one in their narrative includes the point that with reduced major purchases of U.S. products by China, China has reduced ability to buy treasuries (same point for Japan), or they may want to retaliate by not buying or by selling (although it is U.S. and European concerns doing the bulk of selling of long term treasuries now according to the panel).

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