Published Sep 10, 2026, 1:00 PM ET · Updated 2 months ago · 1 source
Japanese Yen dynamics will lead to US Treasury sales and market oversupply
Youtube
·
Original Report
Whether the Japanese Yen strengthens or weakens, it will likely lead to significant sales of US Treasuries by Japan and other entities, creating a supply glut at a time when the US already faces large budget deficits and a shortage of buyers. This situation is further complicated by a sovereign wealth fund's announcement to unload $60 billion in treasuries.