XPost: alt.fan.rush-limbaugh, alt.atheism, rec.arts.tv   
   From: ndot@home.org   
      
   China May Quietly Start Dumping Even More U. S. Treasuries (SP500)   
      
   I strongly believe China's push for banks and institutions to curb U. S.   
   Treasury exposure may be driven by sanction risk in a Taiwan-invasion   
   scenario, rather than concerns about U. S. credit.   
   Chinese U. S. Treasury holdings have already declined by about 50% since 2014   
   and may be routed via third-party custodians, like Belgium, Luxembourg, and   
   the UK.   
   Markets initially overreacted (10-year yield jumped to 4.25%, USD weaker),   
   then calmed as guidance seemed to exclude Treasuries held by China's   
   government.   
   China–Taiwan tensions have been escalating since last December, including a   
   major drill, followed by an $11.1B U. S. arms package and a drone incursion   
   this year.   
   I see a higher risk of a Taiwan invasion. Still, it's not enough to justify   
   liquidating my portfolio. In the meantime, I remain cautiously bullish on the   
   broader U. S. markets.   
      
   Flags of the United States and China on cement background. Concept of trade   
   war between United States and China, negotiations of superpowers, trade   
   competition.   
      
   Midnight Studio/iStock via Getty Images   
      
   The broader markets have been in an eerie neutral trend since the start of   
   the year. The S&P 500 is up less than 1%, and the Nasdaq 100 is actually down   
   0.7% YTD at the time of   
      
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   position in any of the companies mentioned, and no plans to initiate any such   
   positions within the next 72 hours. I wrote this article myself, and it   
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   from Seeking Alpha). I have no business relationship with any company whose   
   stock is mentioned in this article.   
      
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    * Origin: you cannot sedate... all the things you hate (1:229/2)