billwanhua
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川普如何应对中国加125%？
- 主题发起人 dreamland
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加拿大也得利，其它国家都得利。又得利又能开心看热闹，多美的事啊……
U.S. Treasuries slide with selloff worst since 2019 repo blowout
Treasuries fell, as the US$29 trillion market heads toward its worst weekly loss since turmoil in the plumbing of the U.S. financial system forced action from the Federal Reserve in 2019.www.bnnbloomberg.ca
Bonds have been whipsawed as U.S. President Donald Trump announced sweeping global tariffs, then walked most of them back — eroding appetite for U.S. assets and prompting questions about whether the nation’s debt remains a haven. This week’s selloff fueled speculation about blowups in hedge fund trades or a exodus of foreign investors from Treasuries.
“The issue facing the markets is a loss of confidence in U.S. policy,” said Kathy Jones, chief fixed-income strategist at Charles Schwab. “The abrupt changes in tariff policy have caused leveraged trades to come undone and sent buyers to the sidelines.”
She pointed to a sharp drop in the dollar — which tumbled this week by the most since 2022 — as an indication that overseas investors are pulling back from U.S. assets, likely embracing Europe for its relative stability. The selling in U.S. bonds can go on for longer, Jones said.
Investors flocked to bunds to shelter from the broader turmoil, leaving German yields largely unchanged in the week, while the rate U.S. 10-year debt surged more than 40 basis points. That’s the biggest underperformance of Treasuries compared to bunds since at least 1989, according to available data.
就是对老大失去信心了，都跑欧洲德国，应该不是中国一个国家干的。
活久见，俄乌战争把钱从德国吸过来，现在川普又送回去。
中美打，欧洲得利
1. 美债收益率涨 is because overseas investors lose confidence in the US market. Sell the treasuries and flee. Look at the correlation between 10-year yield and DXY.
2. "其实偷偷捣乱符合各国利益，打击攻击者，导致撤销政策"-- Merely stagflation, recession, midterm election 导致撤销政策.
3. China is believed to hold several hundred billion US Treasuries in legal entities in Belgium and Luxembourg because these two countries' treasuries' holdings are way outsized relative to the size of the economies.
Recently, treasuries have been sold largely from Europe, and it was said some from Japan.
billwanhua
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中国要投降了，你看看名单第二名是谁：加拿大
标普涨了1.5算多的话，，中概涨3.5又算什么？川普手下可得是直接说让中钙退市的。如果川普团队还有什么重大手段，市场不怕才怪。之所以不怕，是因为川普能对市场的照成伤害已经到底了。直接贸易都停了，你还能咋地。资本没有祖国。风险大了就跑欧洲去避险了。即便不马上妥协，川普也不敢再冒利率飙升的风险。如果不尽快去风险，现在的利率就够他喝一壶的
最后编辑:
关键是中国不会投降，要不怎么能看热闹呢。只有老大和老二才能真正打起来，你让越南跟美国打，它有那个力量吗？
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老大和老二接上火了，小猴子们就可以出来捣乱了！
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有美债的赶紧拿出来卖，更精彩的还在后面呢！
billwanhua
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花街CNBC说了股市上涨原因：
Stocks climbed higher Friday, extending their gains as the White House signaled it’s open to a trade deal with China, as Wall Street wrapped up a wild week
川普大招就是投降，如果你说的是这个，那么我没有意见
实际上可能股市上涨确实是因为中国报复以后，川普没有再加成200%，而是软化口气，这对股市就是利好，不是你说中国报复是坏消息
川普更大的招是宣布对所有其他国家关税取消，只针对中国
最后编辑:
除非你准备带着金条逃难，没有必要买实物黄金。买金股ETF就行
billwanhua
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