Hence my comment about Robert. I have no clue of how that breaks down - and I expect it's quite hard to work out. But I wouldn't simply assume that we don't have significant exposure t… (View Post)

The UK is the second largest overseas holder of US treasuries after Japan, I think ? @rcs1000 will know a great deal more than me about the implications of that. (View Post)

BREAKING: Sweden’s pension fund Alecta has divested most of its U.S. Treasury holdings, citing increased risk and unpredictability in U.S. politics. The sell-off totaled roughly 70–80 billion SEK ($7… (View Post)

We hold way too many dollars to dump like that. (View Post)

Our PM doesn't have the Bonar fides. (View Post)