外国投资者4月抛售美国国债规模创历史记录 中国削减54亿美元

[GRAND KING]

http://wallstreetcn.com/node/25733
2013年06月14日 21:13

美国财政部6月14日发布的数据显示，外国投资者在4月份抛售的545亿美元长期美国国债规模创下历史记录：

外国私人投资者净抛售308亿美元长期美国国债，创历史记录。
外国官方投资者抛售237亿美元长期美国债券，资金流出规模创2008年11月以来最高。当时美国正处于金融危机的高峰时期。​

下图为各类资产的增减持情况。


中国4月削减54亿美元美国国债。其美国国债持仓从3月的12703亿美元下降至4月的12649亿美元。
日本削减了140亿美元美国国债至1.1万亿美元。

详细数据，据华尔街见闻实时新闻：

美国4月长期资本净流入-373亿美元，前值从-135亿美元修正为-134亿美元。
美国4月国际资本净流入127亿美元，前值21亿美元。
美国4月外资净买入美国公债-545亿美元，前值+53亿美元。
中国4月-54亿美元美债，前值+184亿美元。
日本4月-140亿美元美债，前值+88亿美元。​

下图为减持规模从大到小的国家。第一名是日本。


下图是各国在过去一年的具体持仓仓位。

 

[GRAND KING]

Treasury Sales By Foreigners Hit Record High In April
http://www.hotstockmarket.com/t/225...everything-is-going-to-hell/1300#post_2965102
Submitted by Tyler Durden on 06/14/2013 10:28 -0400

The monthly TIC (foreign capital flows) data gets less respect than it should. Perhaps it is because it is two months delayed, or perhaps due to the Treasury Department labyrinth one has to cross in order to figure out what is going on. Either way, for those who do follow the data set, will know by now that in April, foreign investors, official and private, sold $54.5 billion. Why is this number of note? Because it is the biggest monthly sale of Treasurys by foreigners in the history of the data series. The TSY revulsion was somewhat offset by a jump in MBS purchases, which saw $23 billion in acquisitions, while corporate bonds were sold to the tune of $4.5 billion. Finally, looking at equities, foreigners were responsible for some $11.2 billion in US stock purchases. The great rotation may not be working domestically, but it seems to be finally impacting foreign investors.



As for the question who sold the most US paper, the answer is below: not surprisingly, Japan is at the top, and we can only imagine the proceeds from the sale were used to fund (currently even more money losing) purchases in the Nikkei, which is currently at levels last seen in March, or before the great BOJ intervention.

 

[mimi_ge]

有啥奇怪的，美金回流，有利率上升预期，抛美债，tlt都从高位跌了15趴了。http://finance.yahoo.com/q?s=tlt&ql=1
钱不是流出美国，而是加速流向美国，只不过方式变了。

 

[向问天]

所以不要动不动就说中国是美国的债主。其实是市场， 美国国债是在市场上可以自由买卖的。 美国想赖账不容易，不比你家表哥借了你的钱可以赖账。