SO THIS IS THE EMAIL I SENT OUT TO A JOURNALIST EARLIER TODAY ....thought Ill share. Dude- Stop worrying about investors losing interest in US treasury and the US. Yes I do understand you have to write a piece on it but its so early in the morning in Hong Kong ...so relax. And here is me and my GrandMas two Hong Kong cents worth ( and I will mostly likely post this on Facebook because my GrandMa is not into exclusivity business ...so sorry no exclusivity hehehe ) Based on SIFMA numbers the overall size of the US capital market is over US$ 58.4 trillion of which roughly 64% is in bonds and approximately around 36% in stocks. Also US stock market makes up around 45% of the global stocks with an overall market cap of around 25 trillion. Now the US bond market is closing in on the $ 38 trillion dollar mark. The overall size of the US government bond market is US $ 11.6 trillion. What do these numbers tell you ? Well to me these DATA suggests that .... US capital market makes up a HUGE Chunk of the Fuel supply that powers the global markets and like it or not but the world is addicted to it and yes some folks in the immediate aftermath of the recent government shutdown may be figuring out what maturities of US debt works better for them in order to avoid the next debt ceiling drama but they arent ready to dump the US treasury or the US market. I mean what will they do and where else will they invest ? Will they go back to their drawing board and a create a new investment strategy that is based on only non US assets ?
Posted on: Tue, 22 Oct 2013 00:04:31 +0000
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