The Great Sell-Off_ Unearthing Foreign Holdings Trends

This episode dives into the intriguing dynamics of foreign holdings within the context of the most significant sell-off seen since the 2008 financial crisis. In March 2026 alone, we observed a sharp drop of $138.4 billion in foreign holdings of U.S. Treasuries, with China cutting its investments by around $41 billion, hitting levels not seen since the crisis days.

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