美债遭抛售全球震动，特朗普动手八国银行宣战，商人思维玩不转金融政治大戏开场！

Group 1 - The global financial system is undergoing unprecedented transformation, with power struggles occurring across various regions including the US, Europe, China, and the Middle East [1] - The US fiscal deficit reached a staggering $145 billion in December 2025, marking a 67% increase year-over-year and setting a historical high [2] - Trump's aggressive stance against Powell and the Federal Reserve has escalated tensions, with accusations that the Fed's policies have worsened the fiscal situation [2] Group 2 - The relationship between the Federal Reserve and the US government is complex, with significant policy disagreements emerging, particularly regarding interest rates [3] - A rare joint statement from central bank leaders of eight countries supporting Powell's independence highlights the global implications of US monetary policy [3] - China's significant reduction of US Treasury holdings from $1.2 trillion to $688.7 billion signals a strategic shift in response to US economic uncertainties [5] Group 3 - The volatility in the US Treasury market, with ten-year bond yields fluctuating dramatically, reflects investor concerns about US financial stability [8] - The Federal Reserve's independence is crucial for maintaining trust in the US financial system, and any challenge to this independence could have severe consequences [7] - The ongoing power struggle between Trump and Powell raises questions about the resilience of the US constitutional system and the future of the Federal Reserve's autonomy [15] Group 4 - The international financial landscape is shifting, with countries diversifying their asset allocations to reduce reliance on the US dollar [11] - China's strategy of reducing US debt while increasing gold reserves and promoting the internationalization of the yuan is a proactive response to global economic uncertainties [13] - The future of the financial landscape remains uncertain, with various forces at play and no clear predictions available [15]