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https://twitter.com/MisuaRaboki/status/1417510719919169542the largest buyer by far has been $BAC, making up more than half of the purchases in the most recent quarter with over $100B in securities added
https://twitter.com/JeffSnider_AIP/status/1390074667487186950Thus, the October 2025 5yr TIPS didn't move when the April 2026 5yr TIPS was auctioned at a 20+ bps higher yield. Because this is normal and the market is pricing in seasonally lower inflation over the October-April period as expected...
https://twitter.com/analystdc/status/1363372851596824581tldr of why this is relevant to $CNY pumps. The chart has 4 lines that seem related, but only 3 should be. CNYUSD (white) should be supported by China’s broad dollar assets (UST proxy in yellow) and leverage ratio of the major Chinese banks (red)...