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Hanno Lustig
Author Archive
2026
Aug 28, 2026
US Debt: What Markets See That Policymakers Don't
For decades, global investors were willing to pay a premium for the safety and liquidity of US Treasurys. That premium has eroded in recent years, and bond investors and monetary...
Feb 13, 2026
The Safe Assets That Are No More
US Treasuries are no longer seen as safe by foreign investors.