🐋 WHALE WATCH: Japanese investors just dumped $30 billion in US treasuries during Q1 2026.


This is the largest selling volume we have seen since Q2 2022. With Japanese domestic bond yields climbing to multi decade highs institutional capital is rapidly moving back home.
The largest foreign buyer of US debt is actively stepping away from the table.
How do you think the US bond market handles this loss of buy pressure?
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