Core Viewpoint - The recent turmoil in the U.S. financial markets, marked by a significant drop in stocks, currencies, and bonds, is attributed to a strong European backlash against U.S. policies, particularly following Denmark's decision to sell U.S. Treasury bonds, signaling a broader rejection of U.S. financial dominance [1][3]. Group 1: Denmark's Actions and European Response - Denmark's sale of U.S. Treasury bonds, amounting to $1 million, may seem minor but represents a significant symbolic rejection of U.S. credit and a challenge to the Trump administration's aggressive tactics [3][5]. - The catalyst for Denmark's actions was Trump's pressure on Greenland, which violated European sovereignty and prompted a public outcry, highlighting the fragility of the U.S.-Europe alliance [5][11]. - Denmark's withdrawal from the U.S. bond market sends a clear message that Europe will not support U.S. debt if its sovereignty is disregarded, potentially leading to a chain reaction among other European nations [5][9]. Group 2: European Financial Power - European investors hold a dominant position in the U.S. financial system, with total U.S. securities held by foreign sovereign nations and funds exceeding $30.9 trillion, indicating significant leverage over U.S. markets [7][9]. - European capital has played a crucial role in the recent AI tech stock boom in the U.S., with major European investment institutions being strategic investors in U.S. equities [9][11]. - The strategy of not purchasing new U.S. Treasury bonds while allowing maturing bonds to exit the market represents a calculated approach to reduce demand for U.S. assets without incurring significant losses [9][11]. Group 3: Legal and Strategic Framework - The European financial counterattack is supported by the "Anti-Coercion Instrument" law, enacted in 2023, which provides a legal basis for the EU to respond to economic coercion from third countries [11][15]. - This dual approach of military and financial responses aims to deter U.S. aggression while minimizing the risk of direct conflict, thereby maximizing the impact of European countermeasures [11][13]. - The ongoing financial turmoil in the U.S. is a direct consequence of the erosion of trust among allies due to U.S. hegemonic practices, which could jeopardize the dollar's status as the global reserve currency if European capital continues to withdraw [15].
丹麦出手抛售美债,美股美债美元全线受挫!欧洲对美展开金融反制
Sou Hu Cai Jing·2026-01-21 23:10