Deep Dive: CPI Report, Foreign Holdings of Treasuries

The video tutorial discusses various ways to analyze inflation data, focusing on components like CPI services excluding energy, core CPI excluding housing, and the Cleveland Fed trimmed mean. It highlights the general upward trend in these measures. The second part examines foreign holdings of US Treasurys, noting increased investments from countries like the Cayman Islands and Ireland, driven by institutional investors. The discussion also touches on the attractiveness of the 1.7% yield on the 10-year Treasury compared to other global options.

What factors contributed to the increase in foreign holdings of Treasurys?

What implications does the accumulation of Treasury holdings by institutional investors have?