Discover and read the best of Twitter Threads about #USTs
Most recents (2)
THANK YOU! Everyone who took me to 1,500 Followers & to those beta testing the Pacemaker.Global new DATA page (SignUp required). We've already taken early feedback to improve the TIC tool to show top 5 increase/decrease in #USTs holdings YoY. Enjoy! (BIS don't do agility). 
DM with more feedback, please! This is FREE to you so that we can make it excellent together. If we use your idea, we'll give you FREE Subscriber status.
The increase in Belgium and Cayman Island holdings are almost certainly driven by CCP initial margin calls from higher market volatility and sanctions outflow. Iraq UST holdings are involuntary as forced to sell oil through New York Fed account since US invasion/occupation 2003.
The last several weeks have provided abundant drama for #markets to digest, but in our latest @BlackRock Market Insights commentary, we suggest that it’s two recent #publications that might prove more instructive for #portfolio #allocation in 2021: bit.ly/3p39aMo
First, @jasonfurman and @LHSummers make a strong case that lackluster #growth and #inflation in developed #markets may be boosted by targeted #fiscal spending. Over long horizons, the #cash flows that accrue from productive #investments render the #debt incurred sustainable.
