Macro Mechanics

The Dragon's Dilemma: Deconstructing the Risks of a Chinese Treasury Sell-Off


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A subtle yet significant shift is unfolding in the global financial landscape: China’s methodical reduction of its U.S. Treasury holdings. As of April 2025, Beijing’s official stake in Treasury securities fell to $757 billion, its lowest level in decades and a stark departure from the more than $1.3 trillion peak recorded just over ten years ago.

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Macro MechanicsBy Mike Ross