擁有廢紙的國家開始覺醒,               NEW9.gif

逐步淡出沒有前景的美國資產。

雖然美國想盡辦法想要拖延現況,

只可惜拖不了多久了…

 

不知道美國是否準備拆爛污,

宣布破產來免除自己國際上的各種債務

(公債和外匯存底)

然後挾著自己的軍威對世界說:

「咬我啊!」

這麼一來可能會有戰火發生,

這也就解釋為什麼現在瞬間全球都不平靜,

阿富汗、北韓、中東、非洲…

甚至墨西哥灣的漏油事件,

(有消息是說美國在懲罰墨國向中共示好)

到處都在滋事。

 

台灣同胞不但要想辦法保護自己的外匯存底,

還要小心自己的退休金、公司貿易資產、與投資

(因為共同基金與外匯幾乎都是以美元計價的)。

 

中國財政部不斷倒貨

其持有量又創今年新低

英國反而加速買進美國國債

Chinese Treasury Dump Brings

Its Total Holdings To One Year Low,

As "UK" Continues Exponential

Accumulation Of US Bonds

n 日本也一樣在賣出其持有的美國國債

n 某個英國機構在大量買進美國國債,
並非英國境外公司或者是大型基金機構。
應該是聯準會位於英國的影子機構
Fred註:聯準會的母公司)。

n 圖一、外資長期投資美國買賣金額圖

n 圖二、外資持有公司債券金額變化圖

n 圖三、中國財政部持有美國短期、長期公債圖

n 圖四、中國買進賣出美國短期、長期公債圖

n 圖五、日本財政部持有美國短期、長期公債圖

n 圖六、英國財政部持有美國短期、長期公債圖

n 圖七、英國買進賣出美國短期、長期公債圖

 

Submitted by Tyler Durden on 07/16/2010 09:28 -0500

 

We are a rather surprised that this morning's stunning Treasury International Capital report has not gotten far more prominent attention. The reason: in it we read that in May 2010, China dumped $33 billion in Treasuries, bringing its total to the lowest since June 2009. Furthermore, Japan also offloaded $8.8 billion in bonds, as did the Oil Exporters. Yet total foreign Treasury holdings increased from $3,957 billion to $3,964 billion almost exclusively as a result of ongoing exponential UK accumulation. It is time someone in the mainstream media asked just who is doing all this "UK-based" buying? It is not hedge funds, which operate out of Caribbean Banking Centers, and which saw an increase in holdings from $151.8 billion to $165.5 billion as risk went completely off in the month of May courtesy of the Flash Crash, Greece, and the general insolvency of Europe. It is also not China due to a diverging pattern in Bills accumulation versus disposition. Additionally, May saw a dramatic decline in total foreign purchases of total US assets, dropping from $110.3 billion to just $33 billion, with Corporate Bonds and Corporate Stocks seeing a rare monthly sell off ($9 billion and $432 million).

Below is a chart of total Long-Term securities purchased by foreigners monthly:

 1.外資長期投資美國買賣金額圖.JPG

Notably, foreigners sold US Corporate Bonds for the first time since February 2009, after $432 million in bonds were sold:


2.外資持有公司債券金額變化圖.JPG

So cutting to the chase, the key observations as always were in the holdings of the top 3 - China, Japan and the UK. As noted previously, China dumped $32.5 billion worth of bonds, which consisted exclusively of US Bills selling to the tune of $35.4 billion, even as the country bought a nominal $2.9 billion in Bonds.

 3.中國財政部持有美國短長期公債圖.JPG

The selloff has resulted in Chinese bond holdings dropping to the lowest since June 2009, and their Bill holdings, at just $7 billion, to the lowest ever!

4.中國買進賣出美國短長期公債圖.JPG

But China was not alone: Japan also dumped USTs - a total of $8.8 billion, although unlike China, Japan sold $11.1 billion in Long Term Bonds even as it bought $2.4 billion in Bills.

5.日本財政部持有美國短長期公債圖.JPG

Yet in what is (and continues to be) the most perverse observation, that proceeds without any questions from the mainstream media, the otherwise broke UK, once "bought: a stunning amount of Bonds, or just over $28 billion in the month of May, consisting of $27 billion in Bonds, and $1.3 billion in Bills. The "UK" accumulation patterns continues growing in an exponential pattern, and the country which owned "just" $180 billion in USTs in December, has doubled its holdings to $350 billion in less than half a year.

6.英國財政部持有美國短期公債圖.JPG

And here is the most imporbably chart we have seen in a long time:

7.英國買進賣出美國短長期公債圖.JPG

This is not hedge fund accumulation, as Caribbean Banking Centers, traditionally the locus of HF accumulation saw a $14 billion increase in May, and if it is China, as is widely rumored, why was there an increase in Bill holdings? This is increasingly appearing as shad

ow Fed debt monetization operation, operating out of the United Kingdom. Hopefully someone with far more executive level access (NYT?) than us, will dare to challenge the status quo, and facilitate their credibility and book sales, by asking the right people the right questions to explain this confounding observation...

原文(全)連結:

http://www.zerohedge.com/article/chinese-treasury-dump-brings-its-total-holdings-one-year-low-uk-continues-exponential-accumu?

 

arrow
arrow
    全站熱搜

    FrederickWang 發表在 痞客邦 留言(6) 人氣()