Multiple November risks could compound: elections, inflation, reported foreign selling, and yield fears

One market commentator claims Japan sold about $71 billion in U.S. Treasuries and China's holdings fell to their lowest since 2008. They argue that weaker foreign demand could drive yields and borrowing costs higher, putting stocks, real estate and crypto under pressure, and describe the situation as having "no clean exit." Another warns that November's midterms, persistent inflation and weak tech earnings could add to those risks.