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Private Investors Surge in U.S. Treasury Bonds, Raising Market Concerns

1/5/2026

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Summary

Story summary

Private investors now hold a larger share of U.S. Treasury bonds, reducing foreign government ownership to below 15%.
Geng Ngarmboonanant from JPMorgan warns the shift could destabilize markets during stress, citing hedge fund activity after President Donald Trump’s tariffs.
Economist Nouriel Roubini calls for a credible plan to manage deficits.
Sen. Mitt Romney (R-UT) calls for tax increases to address Social Security insolvency by 2034.

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Story summary

Private investors now hold a larger share of U.S. Treasury bonds, reducing foreign government ownership to below 15%.
Geng Ngarmboonanant from JPMorgan warns the shift could destabilize markets during stress, citing hedge fund activity after President Donald Trump’s tariffs.
Economist Nouriel Roubini calls for a credible plan to manage deficits.
Sen. Mitt Romney (R-UT) calls for tax increases to address Social Security insolvency by 2034.