This chart shows which countries own the biggest slices of UK government bonds. If these major holders like the US, Ireland, or Luxembourg were to sell off even a fraction, gilt yields would jump. That means higher borrowing costs for the government and a lot less room to fund public spending. In short: financing depends on foreign confidence. How do you incentive buyers? 🍿 I’ve been talking about this for months… it makes it harder to finance deficits and fund public spending. In essence, the UK’s fiscal flexibility depends heavily on external confidence in its debt markets. You know what to do lads 🦍🇺🇸🤝🫡 Scott is the most undervalued person in Washington… he knows the score 🎯 his macro background is 🔥👌 #Bonds #UKGilts #UKBondMarket #DebtMarkets #FiscalPolicy #GlobalFinance #debt

Foreign investors are not selling US 🇺🇸debt. They are buying. Total foreign holdings: $9.16T (July 2025), up from $7.0T in Jan 2020. The U.K. doubled its exposure → $899B today vs. $450B in 2020. France, Canada, Belgium, and Luxembourg also posted significant increases. Japan remains the largest single holder at $1.15T, while China has reduced but still holds $730B. 👉 This suggests that U.S. Treasuries are still viewed globally as the ultimate safe haven even in a high rate, high debt world. #bloomberg #USTreasuries #GlobalMarkets #Macro #Investing #Geopolitics #DebtMarket #SafeHaven #Bonds #USDebt #macroeconomics