Close US partners net bought just $174.3 billion of US government bonds in the first eight months of 2026, down more than 60% year on year and the lowest for the period since 2021. Japan net bought $389 million, down 99%, while South Korea net sold $23.8 billion, the largest net sale for the same period since records began in 1977, and Taiwan also was a net seller. State Street's Masahiko Loo says the market is losing its regular buyers rather than all foreign buyers, as US policy becomes harder to predict, weaker currencies force some governments to use reserves, and higher Japanese and European yields offer alternatives. Total US government debt has passed $40,000 billion, but hedge funds, banks and mutual funds have increased holdings, lifting the private sector's share to about 70%, near its highest since 1990. Foreign investors held about $7,850 billion of US bonds as of August, near a record, but their share has fallen below 1/3 of the market from a 52% peak in 2012.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Loạt đồng minh bất ngờ quay lưng với trái phiếu Mỹ: Một quốc gia thân thiết giảm 99% lượng mua nợ
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bondspublic debtcapital flowsJapanSouth Korea
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Related tickers and likely impact
DXY
▼ Likely negativeRelevance: medium
| Market | Currencies |
|---|---|
| Close on 10/28/2026 | 102.14 |
| Change that session | -0.22% |
XAU/USD
▲ Likely positiveRelevance: medium
| Market | Gold |
|---|---|
| Close on 10/28/2026 | 4,067.54 |
| Change that session | +0.18% |
PAXG/USDT
▲ Likely positivePAX Gold
Relevance: low
| Market | Crypto |
|---|---|
| Exchange | Binance |
| Sector | Real-world assets |
| Market cap | $1.8B |
| Close on 10/28/2026 | 4,055.83 |
| Change that session | -0.32% |
XAUT/USDT
▲ Likely positiveTether Gold
Relevance: low
| Market | Crypto |
|---|---|
| Exchange | Binance |
| Sector | Real-world assets |
| Market cap | $3.2B |
| Close on 10/28/2026 | 4,048.64 |
| Change that session | -0.30% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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