中方抛118亿美债,逼出4接盘国,马斯克已通知白宫:美基本没救了
Sou Hu Cai Jing·2025-12-19 12:06

Group 1 - China reduced its holdings of U.S. Treasury bonds by $11.8 billion in October, bringing its total to $688.7 billion, the lowest level since 2008 [1] - Canada significantly cut its holdings by $56.7 billion, effectively eliminating 10% of its position [1] - The overall foreign holdings of U.S. debt decreased by $5.8 billion in October, marking the first decline since the second quarter of 2023 [3] Group 2 - Japan's holdings of U.S. Treasury bonds surged to $1.2 trillion, the highest since July 2022, as officials expressed concerns about the potential collapse of U.S. debt impacting the yen [6] - The French central bank governor stated that European banks are heavily invested in U.S. dollar assets, indicating that a collapse of U.S. debt would also threaten the euro [6] - The U.S. Treasury is facing increasing pressure as President Trump considers appointing a new Federal Reserve chair who would support lowering interest rates to alleviate fiscal burdens [3][8] Group 3 - The Federal Reserve has initiated a bond-buying program, purchasing $40 billion monthly until the tax season next year, which has been labeled as "invisible QE" by the market [3] - SpaceX has shifted 30% of its cash reserves into short-term market instruments outside of U.S. Treasury bonds due to high policy uncertainty, indicating a lack of confidence in the U.S. fiscal situation [6] - The U.S. Treasury Secretary hinted at the possibility of implementing "yield curve control" if interest rates are lowered and inflation rises, a measure not used since World War II [6]