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Tony L's avatar

I think it is too risky for China to be keeping huge sums of USD. Their USD could easily be frozen by the West. Moreover, China's trade with the US has deteriorated and looks likely to continue deteriorating. The USD has also weakened in value and demand for T bills has not been hot.

Yin Xiaoguang's avatar

China earns $1 trillion in trade every year, which is why it hasn't decoupled from the US dollar.

Caspian's avatar

Interesting take but I think a deal to get both sides out of these imbalances is closer than people think: https://thecaspianportfolio.substack.com/p/trump-and-xi-positioning-for-deal?r=7q8s4h