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There a Non-Kim-Jong-Nuke Nuke in Xijinping's hands, that is Trillions of dollars in Bonds / Debt that can CRUSH USA BANKRUPT & Globally Impact with Tremendous Crisis. Singapore will also bankrupt. It is an irresistible $$NUKE$$ - Totally Single Sided - All in Xijinping's hands and None in Dotard's hands.
https://www.silverdoctors.com/headl...-watch-china-is-dumping-u-s-treasuries-again/
Dollar Death Watch: China Is Dumping U.S. Treasuries Again
March 16, 2018 7 1909
“the “China is liquidating treasurys” narrative is set for a comeback, because according to the latest just released TIC data…”
from Zero Hedge
Recent concerns about a Chinese liquidation of its Treasury holdings in advance of, or in response to, a trade war appeared to have been greatly exaggerated one month ago, because according to the Treasury International Capital data from one month ago, China had actually added $8.3 Billion to its holdings in December, bringing the total to $1184.9BN, $26 billion more than a year ago. Meanwhile, we reported that the real seller was Japan, which dumped $22.6 billion in TSYs, bringing its total to just over $1.061 trillion, the lowest since the start of 2012.
Fast forward to today when the “China is liquidating treasurys” narrative is set for a comeback, because according to the latest just released TIC data, in the first month of 2018, Chinese Treasury holdings declined by $16.7 billion (a number which recall is price adjusted), to $1.168 trillion, the lowest since July of 2017 and the biggest monthly drop since September.
Meanwhile, Japan’s liquidation appears to have been put on hold, as the land of the rising sun added $4.3 billion, bringing its new total to $1.066 trillion.
Other notable holders were mixed:
Looking at the broader universe of all US International capital transactions, in January, foreign public and private entities bought a total of $8.4BN in Treasurys while adding $22.5BN in Agencies; they also sold a modest $2.2 BN in corporate bonds.
But the biggest surprise – for the second month in a row – was the surge in US stock purchases by public and private foreign entities, which in January amounted to a whopping $34.5 billion (of which official entities bought $952MM while private entities bought $33.5BN), the second highest monthly total on record, and smaller only compared to the record foreign buying in May 2007, when offshore entities bought a record $42 billion.
So in addition to buybacks, algos, CTAs, risk parities and a relentless retail bid, here is another reason for the tremendous equity meltup at the start of 2018: furious buying of US stocks by foreigners in January of 2018…. a trend which however ended with a bang just 5 days later when the February 5 volocaust crushed all countless human and robotic momentum chasers.
Tags: China, China dumping treasury bonds, China dumps treasury
https://finance.townhall.com/column...lear-threat-china-dumping-treasuries-n2468072
Understanding The Trade "Nuclear" Threat, China Dumping Treasuries
Mike Shedlock
|
Posted: Apr 05, 2018 9:58 AM
Trending
It's highly unlikely China would dump US treasuries in a trade war. Yet, the talk surfaces all the time.
Earlier today, China's vice finance minister dismisses talk of selling US Treasuries in response to tariffs.
Some might reason, never believe anything until it's been officially denied. Others wonder, what if?
CARTOONS | Close to Home
View Cartoon
O.K. So, What If?
I am unconvinced. If China sold treasuries, what precisely would it buy?
Recall that China help stop currency flight by selling US treasuries to support the yuan.
In response the yuan rose. Actually, the US may welcome China dumping treasuries!
Meanwhile, Trump's tariff policies and the Chinese response are not good for either US or Chinese consumers.
Such is the nature of silly trade wars.
https://schiffgold.com/key-gold-news/the-chinese-dumped-billions-in-us-treasuries-in-march/
The Chinese Dumped Billions in US Treasuries in March
May 17, 2018 by SchiffGold 0 0
Last month, we reported the Chinese had an ace up their sleeve they could play in an escalating trade war with the United States. They could start dumping US Treasuries.
Well, guess what?
China sold $2.5 billion of Treasuries in March.
According to the Financial Times, China wasn’t the only country dumping US debt.
This is not good news when the US government is trying to sell more than a trillion dollars of new treasuries to finance the massive spending bill along with tax cuts passed by the Republican Congress earlier this year.
We’ve already asked the question: who is going to buy all of the Treasuries the government needs to sell in order to fund its massive deficit? The US Treasury Department reportedly plans to auction off around $1.4 trillion in Treasuries this year, and the department expects that pace of borrowing to continue over the next several years. The US government depends heavily on three major buyers to finance its debt – China, Japan and the Federal Reserve. The Fed is trying to shrink its balance sheet, so it’s ostensibly not buying. If the Chinese and Japanese are getting out of the US debt market – and it sure looks like they are – how is Trump going to finance his bloated government?
There is already evidence of overabundance of supply in the bond market right now. That’s why we see prices falling and yields rising. On Tuesday, the yield in the 10-year pushed above 3%. The yield spread also narrowed this week. The 30-year closed at 3.209 on Tuesday. That gives us a yield spread between the 10-year and 30-year Treasury of just .13%. Narrowing yield curves generally signal increasing skepticism about the long-term outlook for economic growth and inflation.
During his most recent podcast, Peter Schiff said the bond market “looks horrific.” Yields on 10-year Treasuries appear to have broken out of a recent consolidation and could quickly move to 3.25% or even higher.
In a recent interview, former director of the Office and Budget Management David Stockman said we’re heading for big trouble in the bond market with a glut of sellers and a shortage of buyers. In fiscal 2019, the Treasury Department plans to sell 1.2 trillion in new bonds. Meanwhile, the Fed will be trying to dump $600 billion in bonds into the same market. So, when you add it up, there is $1.8 trillion of homeless federal debt that is going to have to be absorbed.
Get Peter Schiff’s latest gold market analysis – click here for a free subscription to his exclusive monthly Gold Videocast.
Interested in learning how to buy gold and buy silver?
Call 1-888-GOLD-160 and speak with a Precious Metals Specialist today!
http://www.sohu.com/a/237461952_99993908
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美媒：中国如果抛弃万亿美元国债，可能会使美国陷入严重衰退
2018-06-23 22:32 美国 /特朗普 /中国
编译：王德华
特朗普现在“四面开花”，对中国和欧盟等盟友展开全面贸易战。这显然是“杀敌一千自损八百”，美国人无法独善其身。
美国环球电视台23日报道称，从目前的数据来看，由于消费者和企业信心接近纪录高位，美国的失业率也处于几代人以来的低点；全面的贸易战，可能会让美国陷入严重的经济放缓甚至衰退。
文章认为，贸易战走向极端时，中国没有更多的子弹“以牙还牙”，因为中国出口的商品远多于进口的商品。那么，中国可能会寻求各种其他报复措施，比如针对在华经营的美国公司的行动、货币贬值，或者抛售其拥有的1.18万亿美元的部分美国国债。而这是美国人最担心的事。
译文如下：
随着美国总统唐纳德•特朗普再次威胁针对中国和欧盟的更严厉的一轮关税，人们对这种倒退的担忧也随之而来。
具体来说，令人担忧的是，这些关税可能引发一场规模更大的全球贸易战，引发通胀，扼杀美国的经济增长。
美国经济学家迈耶(Michelle Meyer)在一份报告中表示:“我们的预测表明，一场大规模贸易战将导致经济增长大幅放缓。信心下降和供应链中断可能放大贸易冲击，导致彻底的衰退。我们继续认为，全面贸易战的可能性很低，但风险正在上升，这仍是未来的关键不确定性因素。“
就在迈耶和她的团队发布这份报告同一天，特朗普威胁说要用20%的关税来打击欧洲的汽车进口，如果欧盟对美国的汽车征收关税。
这一威胁是在特朗普向美国贸易代表发出的一项指令的基础上发出的。该指令要求美国贸易代表在此前的一份价值500亿美元的中国商品清单中，又寻找价值2,000亿美元的中国商品。中国已承诺“奉陪到底”。
经济学家认为，实际损失是有限的，因为拟议关税总额，与美国和贸易伙伴之间的贸易总额以及国内经济的整体规模相比，只是一小部分。
然而，令人担忧的是，当前的持续不断的威胁和报复行为，会破坏消费者和企业的信心——两者都在历史高位附近——并带来成本冲击，可能会使经济至少陷入短暂的衰退。
迈耶在报告中写道，“好消息是，我们离全面爆发的全球贸易战还有很长的路要走，”"坏消息是，风险正在上升，全球贸易的重大对峙可能会将美国和其他国家推向经济衰退的边缘"
美国联邦储备委员会预计，2018年全年经济将增长2.8%，不过它预计2019年GDP将放缓至2.4%，一年后将降至2%，然后再调整为1.8%的长期增长率。亚特兰大联邦储备银行预计第二季度的增长率为4.7%。失业率为3.8%，也处于代际低水平。
根据美国联邦储备委员会的说法，贸易战将会使第一年的GDP下降0.3到0.4个百分点，在第二年就会减少0.5到0.6个百分点，这是很重要的，但不是衰退。
不过，这种影响将减缓经济在特朗普任期内的大部分势头。
迈耶认为，贸易战的情景“表明，财政刺激（如减税和增加联邦政府支出）对经济增长的推动，将从根本上抵消贸易冲击的影响”。
然而，在更极端的情况下，工业生产放缓和“不确定性冲击”可能会导致更大的损失。
迈耶写道：“再加上关税冲击，我们认为，一场大规模贸易战会将经济推向全面衰退的可能性很高。”
还有其他问题在起作用，尤其是在中国。
贸易战走向极端时，中国没有更多的子弹“以牙还牙”，因为中国出口的商品远多于进口的商品。那么，中国可能会寻求各种其他报复措施，比如针对在华经营的美国公司的行动、货币贬值，或者抛售其拥有的1.18万亿美元的部分美国国债。
世界银行本月警告说，贸易战争对美国和全球经济造成了可怕的后果。
报告称：“全球范围内广泛的关税上调，将对全球贸易和经济活动产生重大负面影响。”“关税升级至法定上限，可能会导致全球贸易流量下降9%，类似于2008-09年全球金融危机期间的下降。”返回搜狐，查看更多
https://www.silverdoctors.com/headl...-watch-china-is-dumping-u-s-treasuries-again/
Dollar Death Watch: China Is Dumping U.S. Treasuries Again
March 16, 2018 7 1909
“the “China is liquidating treasurys” narrative is set for a comeback, because according to the latest just released TIC data…”
from Zero Hedge
Recent concerns about a Chinese liquidation of its Treasury holdings in advance of, or in response to, a trade war appeared to have been greatly exaggerated one month ago, because according to the Treasury International Capital data from one month ago, China had actually added $8.3 Billion to its holdings in December, bringing the total to $1184.9BN, $26 billion more than a year ago. Meanwhile, we reported that the real seller was Japan, which dumped $22.6 billion in TSYs, bringing its total to just over $1.061 trillion, the lowest since the start of 2012.
Fast forward to today when the “China is liquidating treasurys” narrative is set for a comeback, because according to the latest just released TIC data, in the first month of 2018, Chinese Treasury holdings declined by $16.7 billion (a number which recall is price adjusted), to $1.168 trillion, the lowest since July of 2017 and the biggest monthly drop since September.
Meanwhile, Japan’s liquidation appears to have been put on hold, as the land of the rising sun added $4.3 billion, bringing its new total to $1.066 trillion.
Other notable holders were mixed:
- Russia sold $5.3BN to $96.9BN
- The United Kingdom sold $6.7BN to $243.3BN
- Belgium, i.e. the proxy for China and other anonymous buyers, rose by $4.5BN to $123.7BN
- Cayman Islands, i.e. hedge funds, shed some $3.9BN to $241.9BN
Looking at the broader universe of all US International capital transactions, in January, foreign public and private entities bought a total of $8.4BN in Treasurys while adding $22.5BN in Agencies; they also sold a modest $2.2 BN in corporate bonds.
But the biggest surprise – for the second month in a row – was the surge in US stock purchases by public and private foreign entities, which in January amounted to a whopping $34.5 billion (of which official entities bought $952MM while private entities bought $33.5BN), the second highest monthly total on record, and smaller only compared to the record foreign buying in May 2007, when offshore entities bought a record $42 billion.
So in addition to buybacks, algos, CTAs, risk parities and a relentless retail bid, here is another reason for the tremendous equity meltup at the start of 2018: furious buying of US stocks by foreigners in January of 2018…. a trend which however ended with a bang just 5 days later when the February 5 volocaust crushed all countless human and robotic momentum chasers.
Tags: China, China dumping treasury bonds, China dumps treasury
https://finance.townhall.com/column...lear-threat-china-dumping-treasuries-n2468072
Understanding The Trade "Nuclear" Threat, China Dumping Treasuries
Mike Shedlock
|
Posted: Apr 05, 2018 9:58 AM
Trending
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It's highly unlikely China would dump US treasuries in a trade war. Yet, the talk surfaces all the time.
Earlier today, China's vice finance minister dismisses talk of selling US Treasuries in response to tariffs.
China is the largest foreign holder of U.S. debt, which is rapidly mounting amid massive government stimulus programs. Beijing holds $1.17 trillion in Treasury bonds, according to official stats, helping to finance the growing budget deficit. If it were to halt its bond purchases, government interest rates could potentially skyrocket, as well as force borrowing rates up for consumers and companies.
Speculation over the Chinese-owned debt has abounded thanks to some mixed messages. On Tuesday night, Chinese ambassador to the U.S. Cui Tiankai responded to a question on Treasury bond purchases simply by saying that, "If the other side makes a wrong choice, we have no alternative but to fight back."
But the vice finance minister's words would appear to put that speculation to rest. "Both in domestic and international law, China is a responsible investor," Zhu said. "So that's what Premier Li Keqiang said, the real policy of (the) Chinese government to the U.S. Treasury investment."
Official DenialSpeculation over the Chinese-owned debt has abounded thanks to some mixed messages. On Tuesday night, Chinese ambassador to the U.S. Cui Tiankai responded to a question on Treasury bond purchases simply by saying that, "If the other side makes a wrong choice, we have no alternative but to fight back."
But the vice finance minister's words would appear to put that speculation to rest. "Both in domestic and international law, China is a responsible investor," Zhu said. "So that's what Premier Li Keqiang said, the real policy of (the) Chinese government to the U.S. Treasury investment."
Some might reason, never believe anything until it's been officially denied. Others wonder, what if?
CARTOONS | Close to Home
View Cartoon
O.K. So, What If?
I am unconvinced. If China sold treasuries, what precisely would it buy?
Recall that China help stop currency flight by selling US treasuries to support the yuan.
In response the yuan rose. Actually, the US may welcome China dumping treasuries!
Meanwhile, Trump's tariff policies and the Chinese response are not good for either US or Chinese consumers.
Such is the nature of silly trade wars.
https://schiffgold.com/key-gold-news/the-chinese-dumped-billions-in-us-treasuries-in-march/
The Chinese Dumped Billions in US Treasuries in March
May 17, 2018 by SchiffGold 0 0
Last month, we reported the Chinese had an ace up their sleeve they could play in an escalating trade war with the United States. They could start dumping US Treasuries.
Well, guess what?
China sold $2.5 billion of Treasuries in March.
According to the Financial Times, China wasn’t the only country dumping US debt.
China, the largest foreign holder of US Treasuries, joined other countries in selling long-term US government debt with a maturity over one year, having been a net buyer in January and February, according to data from the US Treasury. Japan, the second-largest holder, sold $8 billion, adding to sales in January and February of $2.1 billion and $14 billion, respectively. The largest sales came from the Cayman Islands, where many investment funds are domiciled, which shed $26.6 billion.”
China holds more US debt than any other country. It currently owns about $1.2 trillion in US Treasuries. If China starts aggressively dumping all of the debt on the market, interest rates will likely soar and the dollar would plunge.This is not good news when the US government is trying to sell more than a trillion dollars of new treasuries to finance the massive spending bill along with tax cuts passed by the Republican Congress earlier this year.
We’ve already asked the question: who is going to buy all of the Treasuries the government needs to sell in order to fund its massive deficit? The US Treasury Department reportedly plans to auction off around $1.4 trillion in Treasuries this year, and the department expects that pace of borrowing to continue over the next several years. The US government depends heavily on three major buyers to finance its debt – China, Japan and the Federal Reserve. The Fed is trying to shrink its balance sheet, so it’s ostensibly not buying. If the Chinese and Japanese are getting out of the US debt market – and it sure looks like they are – how is Trump going to finance his bloated government?
There is already evidence of overabundance of supply in the bond market right now. That’s why we see prices falling and yields rising. On Tuesday, the yield in the 10-year pushed above 3%. The yield spread also narrowed this week. The 30-year closed at 3.209 on Tuesday. That gives us a yield spread between the 10-year and 30-year Treasury of just .13%. Narrowing yield curves generally signal increasing skepticism about the long-term outlook for economic growth and inflation.
During his most recent podcast, Peter Schiff said the bond market “looks horrific.” Yields on 10-year Treasuries appear to have broken out of a recent consolidation and could quickly move to 3.25% or even higher.
I think we’re going to see a faster acceleration of interest rates now that we have broken out of this bullish tart pattern – bullish on yields, bearish on prices.”
And of course, rising interest rates aren’t good news in a world economy built on debt.In a recent interview, former director of the Office and Budget Management David Stockman said we’re heading for big trouble in the bond market with a glut of sellers and a shortage of buyers. In fiscal 2019, the Treasury Department plans to sell 1.2 trillion in new bonds. Meanwhile, the Fed will be trying to dump $600 billion in bonds into the same market. So, when you add it up, there is $1.8 trillion of homeless federal debt that is going to have to be absorbed.
It’s going to change the equation dramatically. Sooner or later, of course, it will be absorbed. Markets do clear. But not at 2.95% on the ten-year. They’re going to shoot through 3%, 3-and-a-half, through 4, and beyond. And as the yield gets driven up by supply and demand, and this $1.8 trillion tsunami of government debt looking for a home, it will ricochet through the entire financial system. In other words, the market is crazily overvalued today at 24 times earnings on the S&P 500. But that presumes interest rates can stay down in what I call the subbasement of history at 2.5% or a little higher indefinitely – permanently. And that’s just not going to happen.”
Get Peter Schiff’s latest gold market analysis – click here for a free subscription to his exclusive monthly Gold Videocast.
Interested in learning how to buy gold and buy silver?
Call 1-888-GOLD-160 and speak with a Precious Metals Specialist today!
http://www.sohu.com/a/237461952_99993908
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美媒：中国如果抛弃万亿美元国债，可能会使美国陷入严重衰退
2018-06-23 22:32 美国 /特朗普 /中国
编译：王德华
特朗普现在“四面开花”，对中国和欧盟等盟友展开全面贸易战。这显然是“杀敌一千自损八百”，美国人无法独善其身。
美国环球电视台23日报道称，从目前的数据来看，由于消费者和企业信心接近纪录高位，美国的失业率也处于几代人以来的低点；全面的贸易战，可能会让美国陷入严重的经济放缓甚至衰退。
文章认为，贸易战走向极端时，中国没有更多的子弹“以牙还牙”，因为中国出口的商品远多于进口的商品。那么，中国可能会寻求各种其他报复措施，比如针对在华经营的美国公司的行动、货币贬值，或者抛售其拥有的1.18万亿美元的部分美国国债。而这是美国人最担心的事。
译文如下：
随着美国总统唐纳德•特朗普再次威胁针对中国和欧盟的更严厉的一轮关税，人们对这种倒退的担忧也随之而来。
具体来说，令人担忧的是，这些关税可能引发一场规模更大的全球贸易战，引发通胀，扼杀美国的经济增长。
美国经济学家迈耶(Michelle Meyer)在一份报告中表示:“我们的预测表明，一场大规模贸易战将导致经济增长大幅放缓。信心下降和供应链中断可能放大贸易冲击，导致彻底的衰退。我们继续认为，全面贸易战的可能性很低，但风险正在上升，这仍是未来的关键不确定性因素。“
就在迈耶和她的团队发布这份报告同一天，特朗普威胁说要用20%的关税来打击欧洲的汽车进口，如果欧盟对美国的汽车征收关税。
这一威胁是在特朗普向美国贸易代表发出的一项指令的基础上发出的。该指令要求美国贸易代表在此前的一份价值500亿美元的中国商品清单中，又寻找价值2,000亿美元的中国商品。中国已承诺“奉陪到底”。
经济学家认为，实际损失是有限的，因为拟议关税总额，与美国和贸易伙伴之间的贸易总额以及国内经济的整体规模相比，只是一小部分。
然而，令人担忧的是，当前的持续不断的威胁和报复行为，会破坏消费者和企业的信心——两者都在历史高位附近——并带来成本冲击，可能会使经济至少陷入短暂的衰退。
迈耶在报告中写道，“好消息是，我们离全面爆发的全球贸易战还有很长的路要走，”"坏消息是，风险正在上升，全球贸易的重大对峙可能会将美国和其他国家推向经济衰退的边缘"
美国联邦储备委员会预计，2018年全年经济将增长2.8%，不过它预计2019年GDP将放缓至2.4%，一年后将降至2%，然后再调整为1.8%的长期增长率。亚特兰大联邦储备银行预计第二季度的增长率为4.7%。失业率为3.8%，也处于代际低水平。
根据美国联邦储备委员会的说法，贸易战将会使第一年的GDP下降0.3到0.4个百分点，在第二年就会减少0.5到0.6个百分点，这是很重要的，但不是衰退。
不过，这种影响将减缓经济在特朗普任期内的大部分势头。
迈耶认为，贸易战的情景“表明，财政刺激（如减税和增加联邦政府支出）对经济增长的推动，将从根本上抵消贸易冲击的影响”。
然而，在更极端的情况下，工业生产放缓和“不确定性冲击”可能会导致更大的损失。
迈耶写道：“再加上关税冲击，我们认为，一场大规模贸易战会将经济推向全面衰退的可能性很高。”
还有其他问题在起作用，尤其是在中国。
贸易战走向极端时，中国没有更多的子弹“以牙还牙”，因为中国出口的商品远多于进口的商品。那么，中国可能会寻求各种其他报复措施，比如针对在华经营的美国公司的行动、货币贬值，或者抛售其拥有的1.18万亿美元的部分美国国债。
世界银行本月警告说，贸易战争对美国和全球经济造成了可怕的后果。
报告称：“全球范围内广泛的关税上调，将对全球贸易和经济活动产生重大负面影响。”“关税升级至法定上限，可能会导致全球贸易流量下降9%，类似于2008-09年全球金融危机期间的下降。”返回搜狐，查看更多
Russia gets rid of US Treasury securities and buys gold 
Small Asian nation dumps dollar & yuan for gold amid growing global trade hostilities 
