Group 1 - China sold $6.1 billion in U.S. Treasury bonds in a single month, bringing its holdings down to $682.6 billion, the lowest level since 2008 [3][5] - Since March 2025, China has reduced its U.S. Treasury holdings for nine consecutive months, totaling $18.4 billion, indicating a strategic withdrawal over three years [3][5] - In contrast, other countries like Japan and the UK are increasing their U.S. Treasury holdings, with Japan adding $2.6 billion and the UK purchasing $10.6 billion in a single month [5] Group 2 - Concerns over U.S. debt levels, which are approaching $38 trillion, and annual interest payments exceeding $1 trillion, have led to fears about the sustainability of U.S. debt [5][16] - China's strategy includes diversifying its reserves by increasing gold holdings, which reached 74.15 million ounces by the end of December 2025, marking a 14-month growth streak [7][16] - The share of the U.S. dollar in global foreign exchange reserves has fallen to 56.92%, the lowest since 1995, as countries increasingly turn to gold and reduce their reliance on U.S. assets [16] Group 3 - The political dynamics in the U.S. are affecting the Federal Reserve's independence, with Trump previously attempting to pressure Fed Chair Powell for rate cuts, but later backing off amid concerns over market stability [11][13] - International organizations, including the IMF and ECB, have expressed support for Powell, warning against political interference in monetary policy, which could undermine trust in U.S. assets [14][16] - The ongoing reduction of U.S. Treasury holdings by major creditors, including China, may lead to increased yields on U.S. debt, raising the government's interest burden [18]
中国却反其道而行,大手一挥!单月抛售61亿美元美债,特朗普突然改口,宣布暂时不解雇美联储主席鲍威尔
Sou Hu Cai Jing·2026-01-17 14:54