
TraderS | 缺德道人|Apr 17, 2025 04:20
In this article, the judgment of Bao Shifu, who is stern in appearance and weak in internal affairs, is elaborated. The main point is that no party within the United States can bear the consequences of the June 6.5 trillion US debt maturity liquidity crisis that truly leads to economic collapse. Last week's triple kill of stocks, bonds, and foreign exchange was just a rehearsal or reminder, and the real thunder has not yet exploded. So there will definitely be a compromise in the final moments.
"But last week, after the trouble of the customs tax war, the US bond interest rate rose sharply in a few days, and the US stock market was on the verge of collapse, which should have frightened all forces in the United States. Maybe the Federal Reserve doesn't care about US stocks, and even thinks that it is just the right time to scrape the bone and cure the poison to clear the valuation foam. But the US bond is the largest common denominator of all factions in the United States, and the US bond interest rate has rebounded two days before quickly forcing Trump to soften up, and even the Federal Reserve has dove up. The US bond is the anchor of the issuance of US dollars. The US dollar accounts for about 60% of the global foreign exchange reserves, and the proportion of the US manufacturing industry has dropped to about 10%. It is clear whether it is big or small at a glance."
Another week has passed, and there is still no clear explanation for who is selling US bonds and why US bond interest rates are rising. I don't think they really can't find out. The reason for being so secretive can only be that it's too embarrassing to say.
1. Domestic creditors, Wall Street holds over 20 trillion yuan, too scary to say
2. Central banks of various countries; Kawako was scared by the sell-off from Japan and China, it's too embarrassing to say
3. The collective unconscious collusion of the market is even more terrifying, and the market's confidence in US bonds has collapsed. It cannot be said that
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