中日英法等12国集体抛售美债,日本以迅雷不及掩耳之势收割美国
Sou Hu Cai Jing·2025-06-04 10:17

Core Viewpoint - The global financial market is facing unprecedented turmoil due to rising U.S. fiscal deficits, increasing U.S. debt rates, the strengthening of the Renminbi, and profound changes in the global financial landscape [1] Group 1: U.S. Debt Crisis - The scale of U.S. national debt has surpassed $35 trillion, with annual interest burdens increasing, indicating a potential "credit collapse" of the U.S. economy [3][5] - Rising U.S. debt rates lead global investors to sell U.S. debt in search of higher returns, exacerbating the debt crisis [7] - The depreciation of the U.S. dollar is an inevitable trend as the U.S. economy slows down and fiscal deficits widen, impacting global market confidence [9][11] Group 2: Renminbi's Rise - The Renminbi has emerged as a strong alternative in the global financial market, with its exchange rate against the U.S. dollar reaching 7.16, the highest since April [14] - Chinese government policies, including interest rate cuts and increased fiscal spending, have bolstered the Renminbi's position [16] - The Renminbi's appreciation is a direct result of the U.S. economic imbalance and dollar depreciation, indicating a shift in global financial dominance [18] Group 3: Japan's Strategy - Japan has actively reduced its holdings of U.S. debt, capitalizing on favorable market conditions to achieve significant economic gains [19][21] - This strategy has helped stabilize the Japanese yen and mitigate risks associated with U.S. dollar fluctuations [21] - Japan's actions reflect a growing distrust in the U.S. economy and a proactive approach to the changing global financial landscape [23] Group 4: Global Financial Landscape - The global financial system is transitioning from a dollar-centric model to a multipolar one, with emerging currencies like the Renminbi gaining prominence [24][26] - The trend of de-dollarization is accelerating, as countries reduce reliance on the U.S. dollar and promote local currency settlements [28] - The rise of the Renminbi signifies a significant shift in the global financial order, with potential implications for international trade and capital markets [30][32]