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美债炸弹引爆倒计时!中日英三国狂抛万亿,白宫急召中国救场
Sou Hu Cai Jing·2025-07-07 00:39

Group 1 - The core issue is a global sell-off of U.S. Treasury bonds, with China liquidating $80 billion and Japan's central bank selling $20.6 billion, indicating a significant loss of confidence in U.S. debt [1][6] - The U.S. national debt has reached $36 trillion, with daily increases of $5.5 billion, yet U.S. Treasury Secretary Janet Yellen downplays the situation, suggesting it is not a major problem [1][6] - The dominance of the U.S. dollar is highlighted, with 59% of global foreign exchange reserves and 40% of international trade conducted in dollars, allowing the U.S. to maintain its financial position despite high debt levels [3][5] Group 2 - The U.S. Treasury market sees daily trading volumes exceeding $600 billion, making it a safe haven during crises, despite significant sell-offs by countries like China and Japan [3][6] - The manipulation of interest rates, transitioning from LIBOR to SOFR, has placed global borrowing costs under U.S. control, further entrenching the dollar's dominance [3][5] - The U.S. is facing a looming fiscal crisis, with interest payments on national debt projected to reach $881 billion in 2024, surpassing military spending, and expected to rise to $1.8 trillion by 2035 [6][7] Group 3 - The depreciation of the dollar is seen as a strategy for the U.S. to manage its debt, with projections indicating a drop in the dollar index from 105 to 85 between 2023 and 2025, leading to significant losses for countries holding U.S. debt [5][6] - The shift towards de-dollarization is accelerating, with BRICS nations increasingly using local currencies for trade, and significant gold purchases by central banks indicating a move away from dollar reliance [7]