RUDE Awakening - China Orders BANKS to CUT US Treasury Holdings as the Dollar's Decline Ramps Up

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In today's video, I discuss the following topics:

China has quietly instructed major banks to limit and gradually reduce exposure to U.S. Treasuries — delivered verbally, with no formal announcement.

Regulators framed the move as risk management, citing concentration risk and rising bond market volatility, not geopolitics or U.S. default risk.

China’s official state Treasury holdings remain untouched for now, highlighting the difference between central bank policy and commercial bank balance sheets.

Markets reacted immediately: Treasury prices dipped, yields rose, and the dollar weakened — showing how sensitive investors are to shifts in foreign demand.

China has already been reducing U.S. debt exposure for over a decade, with total holdings now near their lowest level since 2008.

This move reinforces a broader global trend away from dollar-denominated assets, as discussed in my recent interview with Larry McDonald.

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