How Foreign Buyers Are Pulling Back From US Treasuries

Episode 18 of The National Debt Podcast examines a quiet but consequential shift in the US Treasury market: foreign official holdings of US government debt have declined by roughly $100 billion over the past year, according to Treasury International Capital data. Hosts Lucas and Luna unpack why traditional heavy buyers like Japan and China are reducing their exposure, what that means for domestic absorption, and how the Treasury's borrowing costs are being shaped by geopolitical fragmentation. They tie the trend to the 30-year yield hovering near 5 percent and the Fed's ongoing balance-sheet runoff. A specific, timely look at who holds the national debt—and what happens when they start letting go. #NationalDebt #Treasuries #ForeignHolders #TICData #Japan #China #FederalReserve #BondMarket #YieldCurve #FiscalPolicy #DebtToGDP #Geopolitics #DollarHeavy #TreasuryAuctions #LongTermRates #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo