Banks weaning off Fed support and global investors offloading U.S. securities—this chart explains why Warren Buffett is panic selling.

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Banks reducing reliance on Federal Reserve support could signal looming instability, especially if they are doing so prematurely or without sufficient reserves. Such a move might suggest internal liquidity challenges or shifts in market confidence. If broader economic conditions or credit markets weaken simultaneously, this reduced safety net could heighten the risk of collapse.

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