FORBES 报道,美国国债最近下跌可能由中国抛美债引起, 几次大跌都是深夜发生,亚洲上班时间,并非是美国的交易时间。
click link for details.
U.S. Rally At Risk As China May Be Dumping Treasuries
ByJoel Shulman,
Contributor.
Apr 09, 2025, 03:48pm EDT
Executive Overview
U.S. stocks rallied, but soaring overnight Treasury yields suggest China may be quietly selling U.S. debt in response to new tariffs. With bond markets flashing warning signs while Americans sleep, investors risk missing a major shift. This article explores the hidden risks behind the rally—and why the celebration may be premature.
U.S. equity markets surged on April 9 — buoyed by optimism around moderating inflation and potential interest rate cuts from the Federal Reserve. But while Wall Street celebrates, storm clouds are gathering quietly in the bond market — and they’re forming halfway around the world, during the hours most U.S. investors are fast asleep.
Behind the scenes, U.S. Treasury yields have been rising sharply — not during the trading day, but overnight, when foreign markets are active. These overnight spikes are more than just market noise. They may be the clearest signal yet that China is quietly — but deliberately — selling U.S. Treasuries. And the implications could be significant for the U.S. economy and financial markets.
click link for details