Is China really “dumping” U.S. Treasury bonds—or is that headline missing key context?

Lance Roberts examines what Treasury International Capital (TIC) data does (and doesn’t) show, why China’s reported holdings can shift for reasons that have nothing to do with panic selling, and how custody chains and financial centers can complicate the narrative.

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO

Produced by Brent Clanton, Executive Producer

0:00 - INTRO

0:52 - What to Do w Tariffs Struck Down by SCOTUS

5:35 - GDP Weaker than Expected, except...

12:59 - Coming Attractions - Ten Laws of Money

16:27 - Chat Question: Is China Dumping U.S. Treasuries?

17:48 - The Problem w the Narrative & Lance in France

22:06 - China's Shift in Custodial Relationships

26:13 - Why Luxembourg & Belgium Matter

28:05 - How the Financial Plumbing Works

29:16 - Why They Buy Dollar-denominated Assets

31:55 - Dollar vs Euro Trade

32:48 - How Investors Should Look at U.S. Treasuries

34:08 - U.S. Treasuries Anchor Risk-free Pricing

37:20 - Portfolio is a Toolbox, not a Narrative

39:01 - Focus on the Risk that Matters

41:51 - Tariff Changes & Policy Risks

43:26 - Semper Gumby - Always Flexible

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Watch Today's Full Video on our YouTube Channel:

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Watch our previous show, "Mega Roth Questions & Senior Deductions," here:

https://youtube.com/live/fEk6rYGzFkA?feature=share

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The latest installment of our new feature, Before the Bell, "Market Rotation Warning - Breadth at 50-Year Extreme," is here:

https://youtu.be/Dule_eZoSBY

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Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/

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