UST no longer safe haven?

[DFR6868]

New estimates of American Patriot PAC-3 and THAAD anti-ballistic missile interceptor stockpiles in American inventory from CSIS. Roughly a third of pre-war Patriot interceptors are estimated to remain.

 

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The US politicians in the past were stupid to create a monster China that will come back to bite its master.

Largely because of Cold War, the US always think that Soviet is the biggest enemy even till today. The US hopes to bring China to its ally to counter the Soviet. This strategy has proven fatal to the US eventually.

History has time and time again that you cannot create someone so powerful as you. That person will kill you eventually because he cannot live in your shadow. He needs to outshine you in order to make his name.

The US is screwed for sure. China is the now the super power overtaking Russia. The only thing Russia has is large number of warheads, nothing else.

Nah, the real story is the deal that was offered to KIssinger and why he accepted the deal.

 

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America did not dodge the recession. It rented its way around one, and the bill now reads thirty nine trillion dollars in federal debt. Macro investor Andrew Sarna, speaking with Wealthion, said the quiet part out loud: with the United States running a 6 to 7% deficit, he cannot see how a recession is even possible. Bearish investors were burned not because they misread the data, but because Washington outspent the weakness that leading indicators flagged back in 2022. The expansion has a landlord, and landlords want paying.

 

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and the hole will be even bigger



US, JAPAN, KOREA INTERVENE TO BLOCK YEN COLLAPSE AND PROTECT AI ASSETS

 

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Recent discussions surrounding the FIMA repo facility suggest that the United States may be facing a looming liquidity crisis within the Treasury market. Analysts argue that encouraging Japan to pledge government bonds as collateral for loans, rather than selling them outright, is a strategic move to prevent soaring interest rates and market instability. This maneuver appears designed to protect the U.S. dollar’s global standing by masking a lack of genuine foreign demand for American debt. By utilizing these specialized facilities, the Federal Reserve can provide short-term liquidity without triggering the public panic associated with a massive sell-off of securities. Critics suggest this reliance on emergency financial tools indicates deep structural weaknesses and a move toward less transparent economic reporting. Ultimately, the situation highlights a desperate effort to maintain the perception of stability in a fragmenting global financial system.

 

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well you know the well know saying about being a friend of the usa ....



The United States sold euros to buy yen without telling the ECB until after the trade was done. Senior ECB officials called it “an unprecedented breach of longstanding conventions.” One said: “This has never happened before.” Selling dollars to defend the yen would have contradicted Bessent’s strong-dollar policy. Selling euros avoided that problem. But selling a European asset to defend an Asian currency to protect an American bond market, without consulting the institution whose asset was sold, is not a currency intervention. It is the reserve architecture consuming the alliance architecture. The reason Washington intervened at all is the part nobody wants to say plainly. Japan is the largest foreign holder of US Treasuries. The yen was at its weakest since 1986. If the yen falls far enough, Japanese institutions sell their most liquid foreign asset to raise cash. That asset is Treasuries. The selling pushes American yields higher at the exact moment the thirty-year just touched 5.28 percent. Washington did not intervene to help Japan. Washington intervened to prevent the Treasury market from absorbing a forced seller at a nineteen-year high in yields. The convention that was broken to execute this trade is the same kind of convention the reserve confiscation broke in 2022. That one taught central banks their dollar reserves were not safe from seizure. This one taught the ECB that dollar-system cooperation is not safe from unilateral action by its architect. Both lessons point the same direction: build the alternatives faster. The fix is eating the architecture it was built to preserve.

 

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more reports of supplies shortages, if true, quite revealing of the state of operational readiness.



The crew of the USS Fraidy Abe (CVN-72) are on starvation rations and on the verge of mutiny.

 

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Strategic Petroleum Reserve just fell below 298.7 MB—that’s only 46 MB above the congressional legal minimum. This isn’t alarmism: the safety margin is effectively gone.

 

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and some pap think japan can counterbalance china



Japan is described as being "on a leash" because the United States has effectively blocked Tokyo from using its own massive reserves of U.S. Treasury bonds to save its crashing currency, the yen.
The sources outline several specific ways this financial "leash" or "cage" is maintained:

• Preventing Bond Sales: Japan is the world's largest foreign holder of U.S. debt, with $1.14 trillion in Treasury bonds. While selling these bonds for dollars to buy yen is the "obvious escape route" for Japan, Washington cannot allow it because a massive dump of bonds would spike U.S. interest rates at a time when the U.S. debt machine is already struggling.
• The FEMA Repo Facility: Instead of letting Japan sell its bonds, the U.S. urged the Federal Reserve to expand the FEMA repo facility. This allows Japan to temporarily borrow dollars (overnight or for 7 days) using its U.S. Treasuries as collateral. This ensures Japan’s bond holdings stay "inside the American system" rather than being sold on the open market.
• Strict Conditions: Under this arrangement, Japan does not get to turn its bonds into cash and walk away; instead, it must pay interest to the U.S., follow the Fed's margin rules, and return the dollars quickly. As the sources state, Japan is told it may defend itself "only with the weapon we own on the timetable we set and at a price we charge".
• Use of Euro Reserves: To further protect the U.S. dollar bond market, the coordinated rescue was funded by selling euros instead of dollars, ensuring the operation never touched the U.S. bond market.
• Political Humiliation: The "leash" is also described as psychological and political. President Trump framed the intervention as a "favor" and a "signal of friendship" while simultaneously bringing up Pearl Harbor, which the sources characterize as adding "historical humiliation" to a relationship that is increasingly a "financial dependency".

Ultimately, the sources argue that the U.S. did not rescue Japan, but rather rescued the 30-year U.S. Treasury by ensuring its biggest lender could not find the exit

 

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Norway's proposal to sell $80 billion of its $250 billion US Treasury position—cutting its treasury allocation from 34% down to 22%


https://www.wsj.com/livecoverage/au...y-holdings-by-80-billion-U8RctPimmcStN1mqyboc

Sept. 4, 2026 5:42am ET

Norway’s Oil Fund Wants to Reduce Its Treasury Holdings by $80 Billion​

 

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Treasury Secretary Scott Bessant is facing intense criticism from investors and analysts who view his recent financial maneuvers as weak and ineffective. The source highlights a failed attempt to stabilize the bond market through a debt buyback, which was mocked as a "slingshot" effort that failed to lower rising interest rates. Experts argue that the administration's heavy spending and rising deficits have damaged global confidence, causing bond yields to surge and stocks to tumble. Furthermore, the Secretary is under fire for his highly partisan rhetoric and disparaging comments toward international allies like Canada. These actions have led many in the financial world to label him a political figure rather than a credible economic manager. Ultimately, the text suggests that the combination of geopolitical tensions and poor fiscal signaling has left the American economy in a precarious and vulnerable state.