Another unsettling analysis from Brad Setser

A bit more to worry about; foreign demand for long-term Treasuries has faded

He states "I wanted to highlight one trend that I glossed over on Monday, namely that foreign demand for long-term Treasuries has disappeared over the last few months." Then he adds this chart:
If the US Treasury is going to sell a lot of long term debt, it is going to have to find some new buyers(other than the US Fed).