Current Treasury market stability weighed by deficits and demand, Brad Setser writes

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18.07.2026

Current Treasury market stability weighed by deficits and demand, Brad Setser writes — Treasury market stability and deficits debated

Brad Setser provides a summary of the Treasury market’s current state, focusing on ongoing debates about the market’s stability.

Setser points to concerns regarding persistent deficits, increased issuance, and reduced demand from official institutions, referencing analysis by Greg Ip.

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Setser previously highlighted that China's holdings of Treasuries in U.S. custodians have dropped to an 18-year low, while clarifying that official data omits some offshore exposure. In a separate report, he noted a sharp decline in German auto exports to China, exposing risks to the country's GDP. These observations add context to the current concerns over Treasury demand and global financial flows.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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