This is a multi-year chart of TIC data. This shows the demand for US assets, offset by
US demand for foreign assets. I cannot understand the lack of panic globally.
The US has to fund its deficit and relies on Foreign flows. They aren’t there
and they have not been there for over a year with a month or two being the
exception.
Start at 18:30. Again, this is a very big problem or at least it used to be!