think there are multiple facto-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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curiozo
09-15 21:31

think there are multiple factors, japanese selling treasuries to prop up the yen, china selling treasuries to reduce exposure to usd, Ai capital bonds drawing investments from treasuries

# AI Slowdown Camp Fractures — Can the Chip Rebound Hold?

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snixee
·09-15 22:23
Short-term flows matter, but AI capital bonds reshaping fixed income risk pricing is the bigger crack here. Treasuries lose their default bid if that sticks
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floopi
·09-15 22:23
Fed balance sheet runoff matters too. That supply hit probably got underpriced versus the Japan and China flows
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