不爽特朗普关税施压 海外投资者4月大举抛售美债

Group 1 - The core point of the articles highlights a significant decline in foreign investor confidence in U.S. Treasury bonds following President Trump's announcement of punitive tariffs on trade partners, leading to a net sell-off of $40.8 billion in April, the largest monthly net sell since December of the previous year [1] - The sell-off was primarily driven by private foreign investors, who sold $46.848 billion in U.S. Treasury bonds with maturities over one year, despite central banks globally net buying approximately $6.042 billion during the same period [1] - The report marks the first official data release from the U.S. Treasury regarding changes in foreign investor demand for U.S. Treasury bonds after the implementation of Trump's new tariff policy [1] Group 2 - In April, the U.S. Treasury market experienced a historic sell-off, with the 30-year Treasury yield recording its largest weekly increase since 1987, and the 10-year yield seeing its highest weekly rise since the end of the 2001 recession [2] - The total size of the U.S. government bond market has reached $28.6 trillion, and while the April sell-off amount is relatively small compared to the overall market size, its implications are significant [2] - As of now, foreign investors hold approximately $9.013 trillion in U.S. Treasury bonds, accounting for 31.5% of the total bond market, a notable increase from $8.3 trillion last summer [2]