Foreign Treasuries Holders – Is China Selling?

August 18, 2009 12:15 pm

Interesting report out yesterday on the foreign holders of U.S. Treasury securities. In the last TDI PODCAST, Mish and I spoke about the reasons why China needs to continue purchasing U.S. assets. In other words, the fear over China stopping purchases and/or significantly reducing their holdings is unrealistic…. or is it?

Below we see that while foreign holdings are rising over the past few months, China has been reducing their holdings this year. Perhaps they are simply reallocating their reserves or maybe they are just taking a short break. Then again, China may actually be thinking another game altogether. Possible?

(Click charts to enlarge)

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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

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2 Responses to “Foreign Treasuries Holders – Is China Selling?”

  1. Business Podcasts » Blog Archive » Graphic Trends: China Selling U.S. Debt? on December 19th, 2009 10:26 am

    [...] Foreign Treasuries Holders – Is China Selling? [...]

  2. Market and Economy on February 25th, 2010 11:19 am

    Bond Bull Bubble is Ending……

    The WSJ Video put this out. I am not quite sure that it provides enough data to help us understand that…

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