What does 12MMT do to the US balance sheet at 53 nat yield?
AGB
Posted 10/30/2025 09:41 (#11418316 - in reply to #11418055)
Subject: RE: What does 12MMT do to the US balance sheet at 53 nat yield?


Mid-Michigan		I've said this many times to nausiam. There is no reason for China to buy any beans (at least not this year). These little spikes would be normal. At least trump and xi are talking which is a good thing. Bessent can talk all he wants. A big bridge has been burned. I think the real pain for us is coming in 26. Hope I'm wrong but I see nothing positive here.

Edited by AGB 10/30/2025 09:42
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