US Treasury needs all hands on deck. $8 Trillion in rollovers and over $2 Trillion new new deficit funding looms.
🇳🇴 The world’s largest wealth fund may dump $80 BILLION of U.S Treasuries
Norway’s fund has proposed slashing U.S government bond exposure from 34% to 22% of its bond portfolio.
The official reasoning is “diversification.” Truthfully, decade-high yields and a $40 trillion debt… pic.twitter.com/7bkJWkvquk
— Mario Nawfal (@MarioNawfal) September 5, 2026
Norway’s $2.3T fund just dumped $80B in US bonds. Not because they hate America—because they can do math. $40T debt. $78T unfunded liabilities. 5-7% deficits. r > g. You don’t need a Nobel Prize to see where this ends; $ devaluation, aka “sticky inflation.” 🇺🇸 https://t.co/UpHHc9kYXJ
— Ben Woodward, CFA (@BennettWoodman) September 5, 2026
$103B OF YEN SHORTS ABOUT TO GET CRUSHED AS JP MORGAN WARNS THE YEN CARRY TRADE UNWIND HAS BEGUN
youtube.com/watch?v=ix-g_rDAwvo
“JPMorgan warns that if USD/JPY breaks decisively below 155, forced covering could accelerate and potentially drive the exchange rate toward 142–146 in a complete unwind scenario.”