Treasury Tensions
The discussion centers on the notion of China potentially retaliating against the US trade deficit by selling off its treasury holdings. Brad emphasizes that China's treasury investments are closely tied to its reserve holdings and that current trends indicate a reduced flow of funds from China to the US. He highlights that China's current account surplus is now smaller than that of other regions, marking a significant shift from previous years when it was a major buyer of US bonds.In this clip
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Odd Lots
This Is What A Trade War With China Would Actually Look Like
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