美债中国持仓暴跌42%，香港秘密助力？中国的黄金底牌内幕揭开 当穆迪下调美债的评级之后，全球的金融机构都会意识到，美债不再是避风港，而是风险源。虽然美联 储和美国白宫一再向市场保证，美债依旧是全球海外投资者最佳的投资标的，但是这种谎言能够维持多 久？ 现在美债评级被下调的负反馈终于开始爆发了，香港强积金因美国信用评级跌破AAA而被迫抛售美债 时，就意味着近期需要抛售美债的国家和地区不止一个，美国是否能够打赢这一场美元资产的保卫战？ 美债防线崩盘 根据彭博社5月20日报道：由于美债失去了最后一个AAA级信用评级，香港强积金可能会减持美国国 债！ 根据香港的金融法规法规，只有AAA评级的美债才能被香港养老金重仓持有，并且持有比例不能超过 10%，根据数据现在，截止到2025年5月份香港强制公积金总资产规模达到了1.3万亿港元，那么持有的 美国国债最多会有1300亿港元。 而穆迪的降级令，会直接迫使香港强盛基金卖出。 彭博社新闻发布之后，芝加哥商品交易所的投机者立刻押注10年期美债收益率飙至5%，赌资高达1300 亿美元——这相当于给美债市场埋了一颗定时炸弹。 更重要的是香港对于美债的持仓仅仅是冰山一角，自2013 ...

Group 1 - The Federal Reserve is considering a significant interest rate cut from the current range of 4.25%-4.5% to 3%, a reduction of 125-150 basis points, due to inflation nearing targets and stagnation in private sector job growth [3][4] - Nvidia's founder announced the approval for AI chip exports to China, leading to a surge in Nvidia's stock price and a market capitalization exceeding $4.1 trillion, highlighting the interplay between finance and technology [1][3] - The internal division within the Federal Reserve is becoming apparent, with some officials advocating for rate cuts while others express concerns about potential long-term inflation due to tariffs [3][4] Group 2 - Trump's call for a drastic 300 basis point rate cut and the suggestion of firing Fed Chair Powell has led to market volatility, with predictions of Powell's dismissal rising significantly [4][6] - The 30-year U.S. Treasury yield has surpassed 5%, indicating a potential long-term high-interest rate environment, alongside a national debt of $37 trillion [8][11] - Inflation data shows a core CPI increase of 2.9% year-on-year, exceeding the Fed's 2% target, with businesses planning to pass on tariff costs to consumers, raising concerns about stagflation [8][11]

Geopolitical Strategy - BRICS nations are planning to reduce reliance on the US dollar [1] Economic Policy - The US government reportedly has a plan [1]

De-dollarization Trend - JPMC承认“去美元化”已成为投资者、企业和市场参与者讨论的重要议题 [1] - 随着美国去全球化，全球去美元化趋势显现 [1]

RT cereal_killer (@FBitach)We’re entering a retro-future currency race. Not gold in vaults, but BTC and ETH in multisigs.China’s RMB is overtaking the dollar in outbound trade payments. The Belt and Road is becoming a payments network. SWIFT is optional. e-RMB rails are expanding through ASEAN. This is active dollar displacement.Most stablecoins today are dollar-pegged and backed by cash and T-bills. But what happens in a world where de-dollarization accelerates? What happens when trust in U.S. assets erode ...

🔥 BULLISH: BlackRock says de‑dollarization is driving central banks to diversify, and consider Bitcoin as a reserve strategy. https://t.co/2hcpKtOROY ...

🔥 BULLISH: $12.5 trillion BlackRock says de-dollarization causes central banks to shift to other currencies and alternative assets such as gold, with consideration for Bitcoin. https://t.co/styRzHd64a ...

President Trump saying he's prepared to punish countries that challenge the reserve currency status of the U.S. dollar. If we lost the the world standard dollar, that would be like losing a war, a major world war. We would not be the same country any longer.You ever hear the expression dollar is king, The dollar is king. We're going to keep it that way. Joining us now to discuss, Terry Wiseman of Macquarie.Terry, good morning. Good morning to you. Is the dollar still king. No, the dollar is not still king.T ...

Geopolitical & Economic Outlook - The report suggests that BRICS poses a threat to the US dollar's dominance as the global standard [1] - Maintaining the dollar as the world standard is crucial to avoid a significant decline in the country's status, comparable to losing a major war [2] - The dollar's position as "king" must be preserved [2] Political Commentary - The report implies that the strength of the dollar is dependent on the competence of the president [1]

As de-dollarization gains momentum, rising central bank gold purchases and widening currency swings signal that investors should hedge by keeping a modest 5%–10 % gold allocation and diversifying into select assets not denominated in dollars. https://t.co/2pZJqHeXkg ...