Group 1 - The core argument is that the Federal Reserve is maintaining high interest rates despite signs of a weakening U.S. economy, indicating a strategic gamble regarding the sale of U.S. Treasury bonds by China [1][3] - The total U.S. national debt has surpassed $36 trillion, increasing by approximately $1 trillion every 100 days, with annual interest payments exceeding $1 trillion, which is now greater than the defense budget [5][7] - The Federal Reserve is strategically waiting for a market panic to buy back U.S. debt at lower prices, while currently keeping interest rates high to prevent a favorable selling price for large holders like China [7][9] Group 2 - China has reduced its holdings of U.S. Treasury bonds to around $770 billion, the lowest level since 2009, but the reduction is gradual rather than panic-driven [9][11] - Other countries, including Canada and India, are also quietly reducing their U.S. bond holdings, while Japan and the UK have increased theirs, but not enough to counter the global trend of de-dollarization [11][13] - The Federal Reserve is in a difficult position, as it aims to force a crisis while facing its own banking sector challenges and rising interest payments, which could lead to a situation where it must print money without a crisis as justification [13][14]
美联储现在巴不得中国能早点抛售美债?为啥他们一直不降息,因为他们很清楚,中国迟早会卖掉手里那7800亿美元的美债
Sou Hu Cai Jing·2025-12-28 18:12