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Friday, March 14, 2014

Overseas Treasury Holdings at Fed Post Record Drop - Real Time Economics - WSJ

Overseas Treasury Holdings at Fed Post Record Drop - Real Time Economics - WSJ

U.S. government bonds held at the Federal Reserve for foreign central banks and other overseas investors plunged by a record $104.5 billion in the latest week, a drop that rattled some investors and sparked speculation about who might be doing the selling or transferring.
Overall foreign demand for U.S. Treasurys, particularly by the largest holders, China and Japan, remains strong after hitting an all-time high in December. While the Fed has begun winding down its purchases of Treasury and mortgage bonds, 10-Treasury yields bond yields remain historically low at around 2.65%, evidence of continued desire for U.S. government assets.
Some Wall Street traders speculated the steep one-week drop, over three times the size of the second-largest decline in June 2013, might be attributed to Russia. There was no immediate evidence to support this.

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