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  • ⚠️CHART OF THE WEEK: China is diversifying its currency reserves out of the US Dollar

⚠️CHART OF THE WEEK: China is diversifying its currency reserves out of the US Dollar

The trend accelerated in 2022

The share of US Treasury holdings in Chinese currency reserves has declined to ~22% from ~37% since 2016, near the lowest in at least 15 years.

At the same time, gold's share has risen ~5 percentage points to an all-time high of 6.8%.

Are we heading into several reserve currencies supported by gold instead of just the US Dollar?

Is the debt-based system near its end?

More data in the pieces below.

⚠️CHART OF THE WEEK: China's official holdings of US Treasuries dropped to the lowest in 16 years

However, China is likely owning $300-$700 billion through Belgium and Luxembourg.

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-china-s-official-holdings-of-us-treasuries-dropped-to-the-lowest-in-16-years

🔥This is the year of precious metals

Gold, silver and platinum are crushing US stocks and other assets this year

globalmarketsinvestor.beehiiv.com/p/this-is-the-year-of-precious-metalsthe-us-labor-market-headline-numbers-are-useless-1

🚨Is the United States going to default on its public debt?

What is a Mar-a-Lago Accord and how it could reshape the global financial system?

globalmarketsinvestor.beehiiv.com/p/is-the-united-states-going-to-default-on-its-public-debt

INVESTMENT PORTFOLIO UPDATE (April 29, 2025)

Please find out an update about my market positioning - only for Founding Members

globalmarketsinvestor.beehiiv.com/p/investment-portfolio-update-april-29-2025

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