The tweet was deleted by the author.
But we saved everything 🙂.
Mark Sobel highlights commentary from Karl Schamotta, Chief Market Strategist at Corpay Currency Research, who describes the U.S. Treasury market as "living on borrowed time".
Sobel expresses appreciation for Schamotta's analysis, drawing attention to challenges facing the U.S. Treasury market.
Sobel has previously commented on U.S. economic imbalances, emphasizing the need for fiscal discipline and highlighting concerns over current trade policies in a recent article. He has also discussed global factors, noting China's dependence on an undervalued currency and high savings for growth in earlier remarks. These perspectives provide context to his latest attention to risks in the U.S. Treasury market.