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- Foreign bond investors are "extremely concerned" about US deficits, a TD Securities analyst told Insider.
- The warning comes amid signs that demand for US Treasury bonds is waning.
- The possible dumping of US assets in Japan and China looms large over bond markets.
Foreign buyers are driving worries about demand in the Treasury-bond market, and massive federal deficits are a growing risk, according to TD Securities analyst Gennadiy Goldberg.
In an interview with Insider, he noted that yields were climbing globally, which could put upward pressure on US rates to stay competitive.