@RayDalio warns that geopolitical tensions threaten Treasury demand, with the US relying on foreign capital for 1/3 of its debt. That pressure lands as Treasury yields remain elevated, adding to concerns about financing conditions for government debt. $SPY $TLT The stress ripples to giant lenders like $JPM and $BAC, which manage trillions in capital. Net margin: JPMorgan = 34.92% Bank of America = 29.52% Seeking Alpha Quant Ratings: JPMorgan = Hold Bank of America = Strong Buy Who is most exposed if foreign demand for Treasuries fades? ▻
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@RayDalio warns that geopolitical tensions threaten Treasury demand, with the US relying on foreign capital for 1/3 of its debt. That pressure lands as Treasury yields remain elevated, adding to concerns about financing conditions for government debt. $SPY $T
$SPY$TLT$JPM$BAC
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