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September 22, 2025 20 mins

Foreigners continue their epic buying binge in USTs and US$ assets, totally defying the narrative everyone around the world is ditching America. Despite the intent of so many to make this political, there is nothing political about this, purely economics (small "e"). We keep more evidence and data showing what those really are, and foreigners know it only too well. 

Eurodollar University's conversation w/Steve Van Metre

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Eurodollar University's One Big Weekly Theme
In a world where markets swing on every headline, focus matters. That’s why Eurodollar University offers One Big Weekly Theme — a disciplined, thematic analysis you can count on.
If you don’t have the time to go all the way to the depth of Eurodollar University’s comprehensive Deep Dive Analysis and want the next best thing, One Big Weekly Theme is for you. 
To sample or sign up straight away, go to:  eurodollaruniversity.substack.com
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Bloomberg Foreign Holdings of Treasuries Climb to Record Level
https://www.bloomberg.com/news/articles/2025-09-18/foreign-holdings-of-treasuries-reach-record-even-as-china-sells

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU

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