ICYMI: BREAKING: Canada’s Quiet Treasury Sell‑Off: Why It Matters for Trump’s Economy—and the Dollar
BREAKING: Canada’s Quiet Treasury Sell‑Off: Why It Matters for Trump’s Economy—and the Dollar Canadian investors have been selling of US treasury Bonds in DROVES this month and Washington is starting to shit their collective pants. Dean Blundell Oct 22 Canadian investors, with little or no confidence in the Trump economy, have been trimming their U.S. Treasury exposure in fits and starts this year. No drama, no headlines. Just a steady click of the “sell” button that makes Washington’s math a little harder. This Substack is reader-supported. To receive new posts and support my work, consider becoming a free or paid subscriber. The quiet part out loud Every month, routine data logs what cross‑border investors buy and sell. Buried in those spreadsheets: several months where Canadian investors (public and private) sold U.S. government bonds and, at times, Treasury bills. Some months they bought; some months they sold. But the pattern that stands out is a rotation out of longer‑term ...