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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (3262)12/12/2003 7:33:36 AM
From: russwinter  Read Replies (2) of 110194
 
<Perhaps Russ has the correct numbers..

I have the correct numbers (and breakdown by country) for "marketable" treasuries at the end of 3Q. This comes from Contrary Investor's 11-18 write-up. As we know foreign CBs have been quite busy this quarter, so 45% may be in the works. Foreigners had 17.5% of corporates, and 13% of agencies at end of 2Q, but that was eons ago at the current parabolic pace.
Message 19587395

"As of the end of September, the foreign community held an unprecedented 41% of total marketable US Treasury securities. As we said earlier, how is the current environment any different in terms of macro financial and economic imbalances than what has already been experienced over the last five to ten years? The only characterization we can come up with is that it's worse."


SIGNIFICANT FOREIGN HOLDERS OF US TREASURIES
Country Amount Held ($billions) MO/MO Change ($billions) Holdings As % Of Total Marketable Treasury Securities

Japan $470.9 $19.6 13.6
UK 139.0 (12.0) 4.0
China 122.1 (1.8) 3.5
Germany 53.2 (0.6) 1.5
Hong Kong 51.7 (1.2) 1.5
Korea 46.6 2.2 1.3
Taiwan 40.0 1.6 1.2
OPEC 33.1 (0.3) 1.0
Belg-Luxem. 27.2 (0.6) 0.8
Switzerland 24.6 0.9 0.7
Mexico 24.4 (1.0) 0.7
Canada 20.9 0.4 0.6
Singapore 20.1 (1.0) 0.6
Thailand 13.2 0.2 0.4
Spain 11.8 (3.0) 0.3
France 8.8 0.8 0.3
Others 188.2 (4.2) 5.4
TOTAL 1,420 (3.0) 41.0%
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