🚹 #HEADLINE | U.S. TREASURIES SELL-OFF SAGA đŸ‡ș🇾📉

A major macro warning signal just flashed.

Denmark’s large pension fund Akademikerpension has confirmed its decision to sell U.S. Treasuries, citing the deteriorating state of U.S. public finances.

Importantly, they clarified this move is NOT about political tensions between the U.S. and Europe — this is purely a fiscal risk assessment.

🔍 Why this matters (Macro Clarity)

This isn’t a hedge fund or a short-term trader.

This is a long-term institutional pension fund — the kind that values stability above all else.

When such institutions reduce exposure to U.S. debt, it sends a global macro signal:

📉 Confidence in U.S. fiscal discipline is weakening

📊 Debt sustainability concerns are becoming mainstream

🌍 The issue is systemic, not local or political

💣 Debt Reality Check

Adding fuel to the fire:

đŸ‡ș🇾 U.S. national debt increased by a record $2.25 TRILLION in Trump’s first year

This happened despite promises to reduce debt

Higher debt + higher interest rates = long-term pressure on Treasuries

📌 Market Implications

Bonds: Continued volatility and foreign selling risk

USD: Long-term credibility erosion if fiscal path isn’t corrected

Crypto & Risk Assets: Strengthen as alternative stores of value narrative grows

Equities: Sensitive to yields — rising bond stress = valuation pressure

🧠 Bottom Line

This is no longer a “future problem.”

When global pension funds publicly step away from U.S. Treasuries, it signals deep macro imbalance — not noise.

⚠ Watch bond yields.

⚠ Watch foreign demand.

⚠ Watch capital rotation.

Because when trust in Treasuries cracks, global markets feel it.

#Bonds #USA #Treasuries #MacroRisk #DebtCrisis #Denmark #GlobalMarkets #AXS like and follow me