China Dumping Record Amounts of Treasures (What They Aren’t Telling You)

China and Japan are offloading record amounts of U.S. Treasuries, raising questions about their relationship with the dollar and the U.S. economy. The discussion highlights what’s behind these sales, focusing on economic conditions rather than political motivations. Interestingly, there’s a significant influx of Treasuries in the Cayman Islands, hinting at possible carry trade activity. The implications of these movements on market stability and dollar shortages are thoroughly analyzed, delivering fascinating insights into global financial dynamics.