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[@fwred](/creator/twitter/fwred)
"Fed note showing that foreign holdings of US Treasuries by Hedge Funds in the Cayman Islands are massively under-reported largely driven by the basis trade. This means that TIC data are wrong but also national accounts overstating households holdings as a result"  
[X Link](https://x.com/fwred/status/1978741336061665615) [@fwred](/creator/x/fwred) 2025-10-16T08:34Z 68.4K followers, 55.7K engagements


"@Alea_ This guy is using SEC form data; youre saying theyre not accurate"  
[X Link](https://x.com/fwred/status/1978745459905614270) [@fwred](/creator/x/fwred) 2025-10-16T08:50Z 68.4K followers, XXX engagements


"Fed QT: the proof is in the pudding. Bank reserves just fell below $3tn (10% of GDP the original Fed target). Waller argued that the "shortage threshold" is likely lower around X% of GDP ($2.7-2.8 tn). Or maybe it's higher when measured as a share of total bank assets"  
[X Link](https://x.com/fwred/status/1979107289681240535) [@fwred](/creator/x/fwred) 2025-10-17T08:48Z 68.4K followers, 10.1K engagements