WARNING: China Just Issued a U.S. Treasury Alert

Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/mFP5VcW or code euro50.Authorities in China are advising Chinese banks they need to seriously consider changing up their bond market allocations right now. Citing concentration risk as well as the possibility for volatility, regulators are supposedly trying to prevent depositories from buying bonds. If this sounds familiar, it should since the PBOC did something similar in the summer of 2024. But in this case, the asset being targeted isn’t local. Eurodollar University's Money & Macro AnalysisChina Urges Banks to Curb Exposure to US Treasurieshttps://www.bloomberg.com/news/articles/2026-02-09/china-urges-banks-to-limit-holdings-of-us-treasuries-citing-market-volatilityForeign Holdings of US Treasuries Climbed to Record in Novemberhttps://www.bloomberg.com/news/articles/2026-01-15/foreign-holdings-of-us-treasuries-climbed-to-record-in-novemberDollar Global Transaction Use Jumps to New High, Swift Sayshttps://www.bloomberg.com/news/articles/2026-01-22/dollar-global-transaction-usage-jumps-to-new-high-swift-saysPBOC Says No Longer in China’s Interest to Increase Reserves (2013)https://www.bloomberg.com/news/articles/2013-11-20/pboc-says-no-longer-in-china-s-favor-to-boost-record-reserveshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU