

No, China is Not Dumping Treasurys
Nov 13, 2023
This podcast discusses China selling off US Treasuries and its impact on rates and inflation. It explores the reasons behind China's potential selling, including currency manipulation and reducing exposure to US credit. The chapter also delves into concealed holdings through custodian accounts and includes humorous comparisons and discussions on economic indicators and sports team hopes.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
China Selling US Treasuries and the Concerns over Inflation
04:03 • 3min
The Complexity of China's Selling of US Treasuries
06:56 • 11min
Concealed Holdings and Custodian Accounts
18:05 • 9min
Humorous Comparisons, Economic Indicators, and Sports Team Hopes
27:26 • 2min