Concealed Holdings and Custodian Accounts

This episode of The Rate Guy Podcast is titled, "No, China is Not Dumping Treasurys". We had a better title, but Harbaugh stole it. (You know JP can't resist making some digs) This week we discuss the latest headlines about China selling Treasurys. The reasons they would sell, why they wouldn't sell and we get an expert's take on what the global data REALLY looks like. Thanks Brad! 

This is graph heavy, so you may want to check out the Pensford newsletter to view them and the amazing photoshop job of Harbaugh as a Pulp Fiction character.  This podcast is chalk full of JP angst, Chicago sirens and data that may leave you questioning the headlines. 

Link to Brad Setser's "China Isn't Shifting Away From the Dollar or Dollar Bonds".