This describes me and my wife. We still have some money in the US but are taking active steps to pull everything over to Europe before the bottom falls out.
More speculation:
Not able to read without a subscription, I’m afraid!
I have one. The gist of it is that there isn’t much evidence to support the claim and Canada doesn’t hold enough US debt to have an impact. The author thinks the most likely explanation is that bondholders got skittish without coordination because the US is now crazytown. (Paraphrased)
I don’t have a subscription, but was able to read it from my Google feed this morning. Can’t read it now from the same link here.
After some earlier posts and a little research I take it as pretty clear now that there has not been much to connect bond sell off to Carney in particular. There is little question Carney has a deep understanding of such things, but building him up as some manipulative wizard comes off little better than characterizations of Trump playing 4d chess.
The more I read about it the more it appears to be just another mechanism of international finance that would be known yo competent parties. There is mention of Japan and other parties acknowledging treasury bonds as a tool in a trade war.