Treasury Yields Are Going To Come Down & Why The US Dollar Isn’t Going Away | Lance Roberts

Treasury yields are normalizing to historical levels, not signaling economic collapse, as rates should track nominal GDP growth plus inflation.

Foreign holdings of US Treasuries remain near all-time highs, contradicting the popular narrative that global buyers are abandoning US debt.

The US dollar continues to dominate global trade and financial systems, as evidenced by markets selling gold to raise dollars during stress.