Luke Gromen says foreign Treasury selling can accelerate when dollar or oil rises too far, real rates above 2% a key risk

Macro analyst Luke Gromen says foreign selling of U.S. Treasuries can accelerate when the dollar or oil rises too far, as countries defend currencies or finance wider oil-driven deficits. He frames it as a balance-of-payments identity, with real rates above 2% a key risk.

Detected & updated continuously · Source: Nebula