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Resolved October 19, 2026 · Why did the long end climb after the hike: growth, debt, or a missing buyer?

Treasury publishes August foreign holdings; renewed Japanese buying despite poor hedged returns would undercut the missing-buyer thesis behind the long-end selloff.

No. Japan's holdings of U.S. Treasury securities fell: $1,103.9B at end-July 2026, $1,068.3B at end-August 2026.

The reading

Compare Japan's August 2026 line with its July 2026 line in the same table. The answer is yes if the August figure is higher; no if it is equal or lower.

Source: U.S. Treasury, TIC Table 5: Major Foreign Holders of Treasury Securities (monthly text table) · The Result

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