#美国国债 🔥 The storm of US Treasuries is coming! Is a global capital 'great escape' underway?
💸 China is dumping US Treasuries at the lowest level in 16 years!
The latest data shows that in April, China reduced its holdings of US Treasuries by $8.2 billion, bringing its total holdings down to $757 billion, the lowest since 2009! Amid the escalation of the US-China trade war, Beijing is accelerating the diversification of its foreign reserves, with gold reserves increasing for seven consecutive months, clearly signaling a desire to 'decouple' from the US dollar.
⚠️ Is US credit collapsing?
Moody's has just downgraded the US sovereign rating from Aaa to Aa1, marking the first time all three major rating agencies have collectively 'taken away the stars'! With $36 trillion in national debt looming, interest payments are quickly swallowing the entire annual budget, even the Federal Reserve is panicking—cut interest rates to save the market? Inflation rebound? Both sides are fraught with risks.
🎢 Survival Guide for Retail Investors
- Bottom-fishing warning: The yield on 30-year US Treasuries has soared above 5%. It seems tempting with high interest rates, but Trump's tax cuts could add another $4 trillion in debt, be careful of 'earning not enough to cover principal losses'.
- Gold is truly appealing: Central banks around the world are buying gold frantically, the internationalization of the Renminbi is accelerating, and de-dollarization has become an open secret.
- Black Swan warning: If US Treasury liquidity dries up, a global financial crisis 2.0 could be even more severe than in 2008.
💡 One-sentence truth: When US Treasuries turn from a 'safe haven' into the 'eye of the storm', it's best not to bet your wallet on a single answer!